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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
475KNew |
$20.7M - $22.4M
|
475K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
448KNew |
$19.5M - $21.2M
|
448K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
279KNew |
$12.2M - $13.2M
|
279K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
167KNew |
$7.29M - $7.9M
|
167K
$7.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
102KNew |
$4.44M - $4.81M
|
102K
$4.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.8K+ 13.09% |
$3.04M - $3.29M
|
603K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
52KNew |
$2.27M - $2.46M
|
52K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
45.8K+ 33.7% |
$2M - $2.16M
|
182K
$7.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.8K+ 5.15% |
$1.65M - $1.79M
|
773K
$33.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
37.8KNew |
$1.65M - $1.78M
|
37.8K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
35.5KNew |
$1.55M - $1.68M
|
35.5K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25K+ 132.44% |
$1.09M - $1.18M
|
43.8K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.3K+ 2.55% |
$841K - $910K
|
774K
$34M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.1K+ 37.07% |
$791K - $856K
|
67.1K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.2K+ 18.89% |
$707K - $765K
|
102K
$4.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$544K - $589K
|
12.5K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 82.67% |
$518K - $561K
|
26.3K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7K+ 225.26% |
$465K - $504K
|
15.4K
$677K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 6.81% |
$465K - $504K
|
167K
$7.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.75K+ 14.06% |
$338K - $366K
|
62.9K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.51K+ 8.96% |
$240K - $260K
|
67K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.96KNew |
$216K - $234K
|
4.96K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.6K+ 6.82% |
$200K - $217K
|
72K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 39.53% |
$200K - $217K
|
16.2K
$711K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.29K+ 63.6% |
$187K - $203K
|
11K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.15K+ 78.08% |
$181K - $196K
|
9.46K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.05K+ 25.49% |
$177K - $191K
|
19.9K
$876K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.91K+ 3.48% |
$170K - $184K
|
116K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.66K+ 18.71% |
$160K - $173K
|
23.2K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.42K+ 284.83% |
$149K - $161K
|
4.62K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.96K+ 3.34% |
$129K - $140K
|
91.6K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.53K+ 21.97% |
$110K - $119K
|
14K
$617K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.24K+ 10.4% |
$97.4K - $105K
|
23.7K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 26.55% |
$87.5K - $94.7K
|
9.56K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.89K+ 2.5% |
$82.5K - $89.3K
|
77.4K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.5K+ 12.83% |
$65.2K - $70.6K
|
13.1K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.41KNew |
$61.5K - $66.6K
|
1.41K
$61.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.39K+ 9.54% |
$60.6K - $65.6K
|
16K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.36K+ 20.77% |
$59.2K - $64.1K
|
7.89K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.06K+ 3.23% |
$46.4K - $50.2K
|
34K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.02KNew |
$44.3K - $47.9K
|
1.02K
$44.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
793+ 1.0% |
$34.6K - $37.4K
|
80.4K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
788New |
$34.4K - $37.2K
|
788
$34.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
735+ 12.01% |
$32K - $34.7K
|
6.86K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
700New |
$30.5K - $33K
|
700
$30.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
695+ 3.7% |
$30.3K - $32.8K
|
19.5K
$856K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
601New |
$26.2K - $28.4K
|
601
$26.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
538+ 2.62% |
$23.5K - $25.4K
|
21.1K
$925K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
519+ 0.99% |
$22.6K - $24.5K
|
53.1K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
454+ 6.74% |
$19.8K - $21.4K
|
7.19K
$316K
|