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 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
351+ 0.55% |
$15.3K - $16.6K
|
64.4K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
197New |
$8.59K - $9.3K
|
197
$8.65K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
172+ 1.68% |
$7.5K - $8.12K
|
10.4K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
139New |
$6.06K - $6.56K
|
139
$6.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
117+ 1.59% |
$5.1K - $5.52K
|
7.46K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
106New |
$4.62K - $5K
|
106
$4.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
100+ 1.73% |
$4.36K - $4.72K
|
5.87K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72New |
$3.14K - $3.4K
|
72
$3.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 0.21% |
$2.62K - $2.83K
|
28.4K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
8+ 0.13% |
$349 - $378
|
6.26K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8+ 0.11% |
$349 - $378
|
7.46K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.7% |
$305 - $330
|
1.01K
$44.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.08% |
$174 - $189
|
5.08K
$223K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$43.6 - $47.2
|
9.69K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 38.89% |
$7.63K - $8.26K
|
275
$12.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-815- 28.35% |
$35.5K - $38.5K
|
2.06K
$90.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-986- 0.28% |
$43K - $46.5K
|
351K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.73% |
$57K - $61.7K
|
21.5K
$945K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.04K- 6.14% |
$133K - $144K
|
46.5K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.51K- 0.61% |
$153K - $166K
|
570K
$25M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.18K- 16.53% |
$226K - $245K
|
26.2K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-7.01K- 25.18% |
$306K - $331K
|
20.8K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.37K- 21.14% |
$408K - $442K
|
34.9K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 14.81% |
$566K - $612K
|
74.6K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 63.91% |
$1.15M - $1.24M
|
14.8K
$652K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-35.3K- 23.84% |
$1.54M - $1.67M
|
113K
$4.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-438K- 97.73% |
$19.1M - $20.7M
|
10.2K
$447K
|