Purchases and Sales Made in Q4 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 Q4 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
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
152K
+ 18.33%
$5.06M - $5.99M
980K $46M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
152K
+ 26.12%
$5.06M - $5.98M
732K $34.4M
Jan 25, 2024 Q4 2023
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
99.6K
+ 222.12%
$3.32M - $3.93M
144K $6.79M
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
88.6K
+ 39.67%
$2.95M - $3.49M
312K $14.7M
Jan 31, 2024 Q4 2023
Castle Wealth Management LLC

BUY
 -
61.7K
New
$2.06M - $2.43M
61.7K $2.9M
Feb 08, 2024 Q4 2023
Haverford Trust CO

Radnor, PA
BUY
 -
51.7K
New
$1.72M - $2.04M
51.7K $2.43M
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

BUY
 -
51.5K
+ 192.76%
$1.72M - $2.03M
78.2K $3.68M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
38.9K
New
$1.3M - $1.54M
38.9K $1.83M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
38.1K
+ 100.34%
$1.27M - $1.5M
76.1K $3.58M
Jan 12, 2024 Q4 2023
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
37.2K
New
$1.24M - $1.47M
37.2K $1.75M
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
23.9K
+ 107.45%
$798K - $944K
46.2K $2.17M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
23.9K
+ 231.33%
$797K - $942K
34.2K $1.61M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
23.8K
+ 1177.79%
$793K - $937K
25.8K $1.21M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
22K
+ 15.06%
$733K - $867K
168K $7.89M
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 -
21.7K
+ 6.67%
$725K - $857K
348K $16.3M
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
16.1K
+ 5.59%
$538K - $636K
305K $14.3M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
15.2K
+ 44.15%
$508K - $600K
49.7K $2.34M
Jan 22, 2024 Q4 2023
Secure Asset Management, LLC

BUY
 -
13.4K
New
$446K - $527K
13.4K $628K
Feb 08, 2024 Q4 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
11.6K
+ 20.19%
$386K - $456K
68.8K $3.23M
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
9.71K
+ 15.35%
$324K - $383K
72.9K $3.43M
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
8.75K
+ 2.05%
$292K - $345K
436K $20.5M
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.22K
+ 5.01%
$241K - $285K
151K $7.1M
Feb 07, 2024 Q4 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
6.16K
+ 11620.75%
$205K - $243K
6.21K $292K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.71K
New
$191K - $225K
5.71K $268K
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
5.18K
New
$173K - $204K
5.18K $243K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.9K
New
$96.7K - $114K
2.9K $136K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.35K
New
$78.4K - $92.7K
2.35K $110K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.88K
New
$62.7K - $74.1K
1.88K $88.2K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.69K
+ 5.34%
$56.3K - $66.6K
33.3K $1.56M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
1.04K
+ 1.84%
$34.8K - $41.1K
57.7K $2.71M
Jan 12, 2024 Q4 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
802
+ 2.33%
$26.8K - $31.6K
35.2K $1.65M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
799
+ 4.32%
$26.7K - $31.5K
19.3K $906K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
578
+ 4.48%
$19.3K - $22.8K
13.5K $634K
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
492
+ 2.13%
$16.4K - $19.4K
23.6K $1.11M
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
459
New
$15.3K - $18.1K
459 $21.6K
Feb 08, 2024 Q4 2023
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
400
New
$13.3K - $15.8K
400 $18.8K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
330
New
$11K - $13K
330 $15.5K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
250
+ 35.71%
$8.34K - $9.86K
950 $44.6K
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
181
+ 0.14%
$6.04K - $7.14K
130K $6.13M
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
66
New
$2.2K - $2.6K
66 $3.1K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
49
+ 11.16%
$1.63K - $1.93K
488 $22.9K
Feb 13, 2024 Q4 2023
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
11
+ 0.01%
$367 - $434
100K $4.72M
Jan 23, 2024 Q4 2023
Clay Northam Wealth Management, LLC

BUY
 -
6
+ 0.02%
$200 - $237
32.1K $1.51M
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
3
+ 0.3%
$100 - $118
988 $46.4K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-260
- 1.34%
$8.67K - $10.3K
19.1K $896K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-293
- 3.25%
$9.77K - $11.6K
8.73K $410K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-304
- 76.0%
$10.1K - $12K
96 $4.51K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-311
- 3.83%
$10.4K - $12.3K
7.8K $367K

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