Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
161K+ 20.71% |
$6.38M - $6.85M
|
940K
$44.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
161K+ 20.71% |
$6.38M - $6.85M
|
940K
$44.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
138KNew |
$5.47M - $5.87M
|
138K
$6.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
103K+ 17.27% |
$4.08M - $4.38M
|
700K
$32.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 54.87% |
$3.98M - $4.27M
|
284K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
95.6K+ 8.14% |
$3.78M - $4.06M
|
1.27M
$59.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
78.6K+ 16.67% |
$3.11M - $3.34M
|
550K
$25.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58K+ 14.8% |
$2.3M - $2.46M
|
450K
$21.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.2K+ 14.09% |
$2.22M - $2.39M
|
455K
$21.4M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
56KNew |
$2.21M - $2.38M
|
56K
$2.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
51.3KNew |
$2.03M - $2.18M
|
51.3K
$2.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
49.2K+ 276.36% |
$1.95M - $2.09M
|
67.1K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
45.4K+ 97.96% |
$1.8M - $1.93M
|
91.8K
$4.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.4K+ 25.3% |
$1.52M - $1.63M
|
190K
$8.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.5K+ 23.69% |
$1.37M - $1.47M
|
180K
$8.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.5KNew |
$1.21M - $1.3M
|
30.5K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
26KNew |
$1.03M - $1.1M
|
26K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.6K+ 4.58% |
$971K - $1.04M
|
561K
$26.3M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
17.2K+ 5.2% |
$679K - $729K
|
347K
$16.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.9KNew |
$591K - $634K
|
14.9K
$702K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
14KNew |
$553K - $594K
|
14K
$657K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
11.4K+ 190.17% |
$452K - $485K
|
17.4K
$819K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10.8K+ 17.79% |
$428K - $459K
|
71.6K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.49K+ 18.97% |
$375K - $403K
|
59.5K
$2.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.06KNew |
$319K - $342K
|
8.06K
$379K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.47K+ 34.24% |
$295K - $317K
|
29.3K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.26K+ 351.38% |
$287K - $308K
|
9.33K
$438K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.86K+ 128.48% |
$271K - $291K
|
12.2K
$573K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.02K+ 9.54% |
$238K - $256K
|
69.2K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.26KNew |
$208K - $223K
|
5.26K
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.3K+ 30.01% |
$91.1K - $97.8K
|
9.98K
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 92.02% |
$84.4K - $90.5K
|
4.45K
$209K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.91K+ 7.6% |
$75.4K - $80.9K
|
27K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.39K+ 23.28% |
$55.1K - $59.2K
|
7.38K
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
799+ 8.09% |
$31.6K - $33.9K
|
10.7K
$501K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
777+ 3.0% |
$30.7K - $33K
|
26.7K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
612+ 2.94% |
$24.2K - $26K
|
21.4K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
495New |
$19.6K - $21K
|
495
$23.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
440+ 7.68% |
$17.4K - $18.7K
|
6.17K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
377+ 7.47% |
$14.9K - $16K
|
5.42K
$255K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
313+ 2.43% |
$12.4K - $13.3K
|
13.2K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
224+ 1.59% |
$8.86K - $9.51K
|
14.3K
$672K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
195+ 3.64% |
$7.71K - $8.28K
|
5.55K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
192+ 0.26% |
$7.6K - $8.15K
|
74.7K
$3.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
127+ 0.67% |
$5.02K - $5.39K
|
19.2K
$902K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
112New |
$4.43K - $4.75K
|
112
$5.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
107New |
$4.23K - $4.54K
|
107
$5.03K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 133.33% |
$3.96K - $4.25K
|
175
$8.22K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
100+ 1.91% |
$3.96K - $4.25K
|
5.33K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 5.26% |
$1.98K - $2.12K
|
1K
$47K
|