Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
535K+ 41.19% |
$23.3M - $25.2M
|
1.83M
$76.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
475KNew |
$20.7M - $22.4M
|
475K
$19.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
448KNew |
$19.5M - $21.2M
|
448K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
279KNew |
$12.2M - $13.2M
|
279K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
254K+ 25.81% |
$11.1M - $12M
|
1.24M
$51.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217K+ 75.23% |
$9.48M - $10.3M
|
507K
$21.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
167KNew |
$7.29M - $7.9M
|
167K
$7.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
102KNew |
$4.44M - $4.81M
|
102K
$4.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.8K+ 13.09% |
$3.04M - $3.29M
|
603K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.2K+ 292.63% |
$2.89M - $3.13M
|
88.8K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.5K+ 8.45% |
$2.64M - $2.86M
|
777K
$32.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
52KNew |
$2.27M - $2.46M
|
52K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
45.8K+ 33.7% |
$2M - $2.16M
|
182K
$7.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.8K+ 5.15% |
$1.65M - $1.79M
|
773K
$32.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
37.8KNew |
$1.65M - $1.78M
|
37.8K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
35.5KNew |
$1.55M - $1.68M
|
35.5K
$1.49M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
30.3K+ 44.32% |
$1.32M - $1.43M
|
98.7K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.3K+ 21.34% |
$1.1M - $1.19M
|
144K
$6.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25K+ 132.44% |
$1.09M - $1.18M
|
43.8K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.07M - $1.16M
|
24.5K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.3K+ 2.55% |
$841K - $910K
|
774K
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.1K+ 37.07% |
$791K - $856K
|
67.1K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.2K+ 18.89% |
$707K - $765K
|
102K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.9K+ 3.01% |
$692K - $749K
|
543K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$583K - $631K
|
13.4K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 9.85% |
$581K - $629K
|
149K
$6.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$544K - $589K
|
12.5K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 82.67% |
$518K - $561K
|
26.3K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7K+ 225.26% |
$465K - $504K
|
15.4K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 6.81% |
$465K - $504K
|
167K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.95KNew |
$390K - $422K
|
8.95K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.75K+ 14.06% |
$338K - $366K
|
62.9K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.34KNew |
$320K - $347K
|
7.34K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.51K+ 8.96% |
$240K - $260K
|
67K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.96KNew |
$216K - $234K
|
4.96K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.6K+ 6.82% |
$200K - $217K
|
72K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 39.53% |
$200K - $217K
|
16.2K
$679K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.29K+ 63.6% |
$187K - $203K
|
11K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.15K+ 78.08% |
$181K - $196K
|
9.46K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.05K+ 25.49% |
$177K - $191K
|
19.9K
$836K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.91K+ 3.48% |
$170K - $184K
|
116K
$4.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.66K+ 18.71% |
$160K - $173K
|
23.2K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.42K+ 284.83% |
$149K - $161K
|
4.62K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.22K+ 11.63% |
$140K - $152K
|
30.9K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.96K+ 3.34% |
$129K - $140K
|
91.6K
$3.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.64K+ 8.89% |
$115K - $125K
|
32.4K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.53K+ 21.97% |
$110K - $119K
|
14K
$589K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.24K+ 10.4% |
$97.4K - $105K
|
23.7K
$995K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 26.55% |
$87.5K - $94.7K
|
9.56K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.93K+ 0.98% |
$84K - $91K
|
198K
$8.29M
|