Purchases and Sales Made in Q1 2025 in Alps ETF Tr Oshares U S Small (OUSM)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Small (OUSM) during Q1 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.07K+ 0.31% |
$44.2K - $48.2K
|
352K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
965+ 10.09% |
$39.8K - $43.4K
|
10.5K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
860+ 1.11% |
$35.5K - $38.7K
|
78.3K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
700+ 100.0% |
$28.9K - $31.5K
|
1.4K
$59.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
670New |
$27.6K - $30.1K
|
670
$28.6K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
586+ 9.98% |
$24.2K - $26.4K
|
6.46K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
449+ 74.71% |
$18.5K - $20.2K
|
1.05K
$44.9K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
287+ 0.45% |
$11.8K - $12.9K
|
64.6K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
252+ 1.92% |
$10.4K - $11.3K
|
13.4K
$573K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
250+ 8.71% |
$10.3K - $11.2K
|
3.12K
$133K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
233+ 4.7% |
$9.61K - $10.5K
|
5.19K
$222K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
171+ 2.38% |
$7.06K - $7.69K
|
7.36K
$315K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
87+ 1.17% |
$3.59K - $3.91K
|
7.55K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71+ 0.73% |
$2.93K - $3.19K
|
9.84K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
32New |
$1.32K - $1.44K
|
32
$1.37K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26+ 0.17% |
$1.07K - $1.17K
|
15.4K
$660K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.07% |
$206 - $225
|
7.46K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.4% |
$165 - $180
|
1.01K
$43.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26- 0.09% |
$1.07K - $1.17K
|
28.4K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-69- 0.16% |
$2.85K - $3.1K
|
42.9K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108- 0.32% |
$4.46K - $4.86K
|
33.9K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-129- 1.24% |
$5.32K - $5.8K
|
10.3K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-300- 18.6% |
$12.4K - $13.5K
|
1.31K
$56.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-312- 15.15% |
$12.9K - $14K
|
1.75K
$74.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-430- 9.31% |
$17.7K - $19.3K
|
4.19K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-444- 2.28% |
$18.3K - $20K
|
19.1K
$814K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-468- 13.22% |
$19.3K - $21.1K
|
3.07K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-663- 3.32% |
$27.4K - $29.8K
|
19.3K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-700- 50.0% |
$28.9K - $31.5K
|
700
$29.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-740- 0.73% |
$30.5K - $33.3K
|
101K
$4.33M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 2.52% |
$55.2K - $60.2K
|
51.8K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 20.61% |
$73.6K - $80.2K
|
6.87K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.91K- 8.04% |
$78.7K - $85.8K
|
21.8K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.09K- 7.56% |
$86.1K - $93.9K
|
25.5K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 8.47% |
$122K - $133K
|
32K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.04K- 62.55% |
$125K - $137K
|
1.82K
$77.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.33K- 4.62% |
$137K - $150K
|
68.7K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-3.4K- 15.78% |
$140K - $153K
|
18.1K
$774K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.77K- 36.17% |
$156K - $170K
|
6.66K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.71K- 18.0% |
$194K - $212K
|
21.5K
$917K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-5.59K- 31.11% |
$230K - $251K
|
12.4K
$529K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6.64K- 14.29% |
$274K - $299K
|
39.8K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.05K- 60.21% |
$332K - $362K
|
5.32K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12K- 2.2% |
$494K - $538K
|
531K
$22.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 27.5% |
$760K - $829K
|
48.6K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.2K- 20.32% |
$1.21M - $1.31M
|
115K
$4.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.5K- 5.72% |
$1.42M - $1.55M
|
569K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-36.5K- 70.18% |
$1.51M - $1.64M
|
15.5K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.8K- 27.44% |
$1.68M - $1.83M
|
108K
$4.61M
|