Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.54K+ 15.44% |
$62.5K - $69.4K
|
11.5K
$492K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 10.93% |
$57.5K - $63.8K
|
14.4K
$615K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.12K+ 2.6% |
$45.5K - $50.5K
|
44.3K
$1.89M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.12K+ 2.6% |
$45.5K - $50.5K
|
44.3K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
987+ 5.05% |
$40.1K - $44.5K
|
20.5K
$877K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
985+ 3.69% |
$40K - $44.4K
|
27.6K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
620+ 1.21% |
$25.2K - $27.9K
|
52K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
561New |
$22.8K - $25.3K
|
561
$24K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
275+ 157.14% |
$11.2K - $12.4K
|
450
$19.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
222+ 4.0% |
$9.01K - $10K
|
5.77K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
202+ 0.36% |
$8.2K - $9.1K
|
56.2K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 20.0% |
$8.12K - $9.01K
|
1.2K
$51.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
173+ 2.34% |
$7.02K - $7.8K
|
7.56K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
165New |
$6.7K - $7.44K
|
165
$7.05K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
108+ 4.06% |
$4.38K - $4.87K
|
2.77K
$118K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
90+ 0.42% |
$3.65K - $4.06K
|
21.5K
$919K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
80+ 1.3% |
$3.25K - $3.61K
|
6.25K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
74+ 1.11% |
$3K - $3.34K
|
6.74K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64New |
$2.6K - $2.88K
|
64
$2.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
48+ 1.04% |
$1.95K - $2.16K
|
4.65K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 6.06% |
$162 - $180
|
62
$2.65K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-227- 3.0% |
$9.22K - $10.2K
|
7.34K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-256- 0.9% |
$10.4K - $11.5K
|
28.3K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-347- 6.4% |
$14.1K - $15.6K
|
5.08K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-392- 2.04% |
$15.9K - $17.7K
|
18.8K
$804K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-488- 4.57% |
$19.8K - $22K
|
10.2K
$435K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.47K- 6.06% |
$59.7K - $66.3K
|
22.8K
$976K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.94K- 3.76% |
$78.6K - $87.3K
|
49.5K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.21K- 6.59% |
$89.8K - $99.7K
|
31.3K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.53K- 1.83% |
$103K - $114K
|
136K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.65K- 18.53% |
$108K - $119K
|
11.6K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.84K- 63.76% |
$115K - $128K
|
1.61K
$69K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.77K- 6.69% |
$153K - $170K
|
52.6K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.53K- 10.69% |
$387K - $430K
|
79.6K
$3.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.1K- 80.76% |
$490K - $544K
|
2.88K
$123K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34K- 27.94% |
$1.38M - $1.53M
|
87.6K
$3.75M
|