Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
405KNew |
$12.3M - $14.4M
|
405K
$17.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
385KNew |
$11.7M - $13.6M
|
385K
$16.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
342KNew |
$10.4M - $12.1M
|
342K
$14.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231KNew |
$7.03M - $8.18M
|
231K
$9.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
229KNew |
$6.96M - $8.11M
|
229K
$9.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
224KNew |
$6.82M - $7.94M
|
224K
$9.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
131KNew |
$3.99M - $4.65M
|
131K
$5.61M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104KNew |
$3.17M - $3.69M
|
104K
$4.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
64KNew |
$1.95M - $2.27M
|
64K
$2.74M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
59.1KNew |
$1.8M - $2.09M
|
59.1K
$2.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
43.3KNew |
$1.32M - $1.53M
|
43.3K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.8KNew |
$1.03M - $1.2M
|
33.8K
$1.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
32.3KNew |
$983K - $1.14M
|
32.3K
$1.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
28.6KNew |
$871K - $1.01M
|
28.6K
$1.22M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.9KNew |
$758K - $883K
|
24.9K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9KNew |
$758K - $882K
|
24.9K
$1.06M
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$653K - $760K
|
21.4K
$917K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.1KNew |
$582K - $678K
|
19.1K
$818K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6KNew |
$536K - $624K
|
17.6K
$753K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.5KNew |
$531K - $619K
|
17.5K
$747K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13.6KNew |
$413K - $481K
|
13.6K
$581K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5KNew |
$410K - $478K
|
13.5K
$576K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10.9KNew |
$332K - $387K
|
10.9K
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.6KNew |
$323K - $376K
|
10.6K
$454K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.89KNew |
$301K - $350K
|
9.89K
$423K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.49KNew |
$289K - $336K
|
9.49K
$406K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.49KNew |
$289K - $336K
|
9.49K
$405K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
8.02KNew |
$244K - $284K
|
8.02K
$343K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.89KNew |
$210K - $244K
|
6.89K
$295K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.91K+ 188.11% |
$88.6K - $103K
|
4.46K
$191K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.22KNew |
$67.5K - $78.5K
|
2.22K
$94.8K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.13K+ 25.12% |
$64.8K - $75.5K
|
10.6K
$454K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.21KNew |
$36.9K - $42.9K
|
1.21K
$51.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
1KNew |
$30.4K - $35.4K
|
1K
$42.8K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
960New |
$29.2K - $34K
|
960
$41K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
571New |
$17.4K - $20.2K
|
571
$24.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
554New |
$16.9K - $19.6K
|
554
$23.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-960Closed |
$29.2K - $34K
|
0
$0
|