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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.4% |
$158 - $170
|
996
$46.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$39.6 - $42.5
|
10.2K
$480K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 4.35% |
$119 - $127
|
66
$3.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 20.0% |
$158 - $170
|
16
$752
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23- 0.18% |
$910 - $976
|
13K
$609K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-92- 55.09% |
$3.64K - $3.91K
|
75
$3.52K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-133- 0.68% |
$5.26K - $5.65K
|
19.5K
$918K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-279- 0.44% |
$11K - $11.8K
|
62.8K
$2.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-308- 26.12% |
$12.2K - $13.1K
|
871
$40.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-340- 4.86% |
$13.5K - $14.4K
|
6.66K
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-404- 0.48% |
$16K - $17.1K
|
83.9K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-538- 0.54% |
$21.3K - $22.8K
|
98.4K
$4.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-711- 8.59% |
$28.1K - $30.2K
|
7.57K
$356K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-766- 1.34% |
$30.3K - $32.5K
|
56.3K
$2.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-800- 12.35% |
$31.6K - $34K
|
5.68K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.53K- 1.68% |
$60.4K - $64.8K
|
89.2K
$4.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 6.4% |
$77.3K - $83K
|
28.6K
$1.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.11K- 31.46% |
$83.6K - $89.7K
|
4.61K
$216K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.7K- 1.05% |
$107K - $115K
|
255K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.21K- 10.06% |
$166K - $179K
|
37.6K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.22K- 86.0% |
$207K - $222K
|
850
$39.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.44K- 11.18% |
$215K - $231K
|
43.2K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-6.05K- 19.94% |
$239K - $257K
|
24.3K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.74K- 18.97% |
$266K - $286K
|
28.8K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.69K- 35.04% |
$304K - $326K
|
14.3K
$670K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.97K- 22.91% |
$395K - $423K
|
33.6K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.6K- 9.39% |
$498K - $535K
|
122K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-43.9K- 7.93% |
$1.74M - $1.86M
|
510K
$23.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-98.6K- 65.71% |
$3.9M - $4.19M
|
51.5K
$2.42M
|