Purchases and Sales Made in Q3 2023 in Alps ETF Tr Oshares U S Small (OUSM)

OUSM Quotes by TradingView

This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Small (OUSM) during Q3 2023. 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
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
275K
+ 33.8%
$9.58M - $10.4M
1.09M $48M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
177K
+ 159.94%
$6.19M - $6.7M
288K $12.7M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
143K
+ 20.93%
$5M - $5.41M
828K $36.6M
Oct 16, 2023 Q3 2023
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
100K
New
$3.5M - $3.79M
100K $4.43M
Oct 26, 2023 Q3 2023
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
44.8K
New
$1.56M - $1.69M
44.8K $1.98M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
44.4K
+ 51.8%
$1.55M - $1.68M
130K $5.75M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
42.9K
New
$1.5M - $1.62M
42.9K $1.89M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
38K
New
$1.33M - $1.43M
38K $1.68M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
35.6K
+ 16.06%
$1.24M - $1.34M
257K $11.3M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
33.1K
+ 6.05%
$1.16M - $1.25M
580K $25.6M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
22.3K
+ 46.65%
$776K - $840K
70K $3.09M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
17.9K
+ 108.46%
$626K - $677K
34.5K $1.52M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
12.9K
New
$450K - $487K
12.9K $570K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
11.5K
+ 108.86%
$401K - $434K
22K $973K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.4K
+ 8.46%
$397K - $429K
146K $6.45M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
9.89K
+ 36.2%
$345K - $373K
37.2K $1.64M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
8.3K
New
$290K - $313K
8.3K $367K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
6.12K
+ 1.91%
$214K - $231K
326K $14.4M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.92K
+ 8.44%
$172K - $186K
63.2K $2.79M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.63K
+ 31.57%
$161K - $175K
19.3K $852K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
4.36K
New
$152K - $164K
4.36K $192K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.48K
+ 1.58%
$121K - $131K
223K $9.86M
Oct 11, 2023 Q3 2023
Stonehearth Capital Management, LLC

BUY
 -
2.98K
+ 0.92%
$104K - $113K
328K $14.5M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.75K
+ 36.29%
$95.9K - $104K
10.3K $456K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.45K
+ 9.86%
$50.5K - $54.6K
16.1K $712K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.37K
+ 0.96%
$47.6K - $51.5K
144K $6.36M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.31K
+ 19.17%
$45.5K - $49.2K
8.11K $358K
Oct 19, 2023 Q3 2023
Clay Northam Wealth Management, LLC

BUY
 -
1.15K
+ 3.71%
$40K - $43.2K
32.1K $1.42M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
989
+ 4.47%
$34.5K - $37.3K
23.1K $1.02M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
611
+ 2.82%
$21.3K - $23.1K
22.3K $983K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
402
+ 2.12%
$14K - $15.2K
19.3K $854K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
300
New
$10.5K - $11.3K
300 $13.2K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
193
+ 78.46%
$6.73K - $7.28K
439 $19.4K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
100
+ 16.67%
$3.49K - $3.77K
700 $30.9K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
13
+ 0.07%
$453 - $490
18.5K $816K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
6
+ 0.61%
$209 - $226
985 $43.5K
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
4
+ 0.04%
$140 - $151
10.3K $457K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-10
- 0.11%
$349 - $377
9.02K $398K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-91
- 0.28%
$3.17K - $3.43K
32.4K $1.43M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

SELL
 -
-110
- 0.19%
$3.84K - $4.15K
56.7K $2.5M
Nov 01, 2023 Q3 2023
Barnes Pettey Financial Advisors, LLC

SELL
 -
-460
- 0.8%
$16K - $17.4K
57.2K $2.53M
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

SELL
 -
-536
- 2.18%
$18.7K - $20.2K
24.1K $1.06M
Oct 11, 2023 Q3 2023
Park Edge Advisors, LLC

Cleveland, OH
SELL
 -
-615
- 1.76%
$21.5K - $23.2K
34.4K $1.52M
Nov 03, 2023 Q3 2023
Diligent Investors, LLC

SELL
 -
-800
- 10.99%
$27.9K - $30.2K
6.48K $286K
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

SELL
 -
-1.03K
- 9.12%
$35.8K - $38.7K
10.2K $452K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

SELL
 -
-2.79K
- 9.46%
$97.4K - $105K
26.7K $1.18M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-20K
- 90.85%
$698K - $755K
2.02K $89.1K

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