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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.89K+ 2.5% |
$82.5K - $89.3K
|
77.4K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.5K+ 12.83% |
$65.2K - $70.6K
|
13.1K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.41KNew |
$61.5K - $66.6K
|
1.41K
$56.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.39K+ 9.54% |
$60.6K - $65.6K
|
16K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.36K+ 20.77% |
$59.2K - $64.1K
|
7.89K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.06K+ 3.23% |
$46.4K - $50.2K
|
34K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.02KNew |
$44.3K - $47.9K
|
1.02K
$40.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
793+ 1.0% |
$34.6K - $37.4K
|
80.4K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
788New |
$34.4K - $37.2K
|
788
$31.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
735+ 12.01% |
$32K - $34.7K
|
6.86K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
700New |
$30.5K - $33K
|
700
$28.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
695+ 3.7% |
$30.3K - $32.8K
|
19.5K
$782K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
601New |
$26.2K - $28.4K
|
601
$24.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
538+ 2.62% |
$23.5K - $25.4K
|
21.1K
$845K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
519+ 0.99% |
$22.6K - $24.5K
|
53.1K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
454+ 6.74% |
$19.8K - $21.4K
|
7.19K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
360New |
$15.7K - $17K
|
360
$14.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
351+ 0.55% |
$15.3K - $16.6K
|
64.4K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
315New |
$13.7K - $14.9K
|
315
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
244+ 2.4% |
$10.6K - $11.5K
|
10.4K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
204+ 4.38% |
$8.89K - $9.63K
|
4.86K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
197New |
$8.59K - $9.3K
|
197
$7.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
172+ 1.68% |
$7.5K - $8.12K
|
10.4K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
139New |
$6.06K - $6.56K
|
139
$5.57K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
117+ 1.59% |
$5.1K - $5.52K
|
7.46K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
106New |
$4.62K - $5K
|
106
$4.25K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
101+ 3.65% |
$4.4K - $4.77K
|
2.87K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
100+ 1.73% |
$4.36K - $4.72K
|
5.87K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
83New |
$3.62K - $3.92K
|
83
$3.33K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81+ 0.84% |
$3.53K - $3.82K
|
9.77K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72New |
$3.14K - $3.4K
|
72
$2.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 0.21% |
$2.62K - $2.83K
|
28.4K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8+ 0.11% |
$349 - $378
|
7.46K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
8+ 0.13% |
$349 - $378
|
6.26K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.7% |
$305 - $330
|
1.01K
$40.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.08% |
$174 - $189
|
5.08K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$43.6 - $47.2
|
9.69K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 38.89% |
$7.63K - $8.26K
|
275
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-412- 0.95% |
$18K - $19.4K
|
43K
$1.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-815- 28.35% |
$35.5K - $38.5K
|
2.06K
$82.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-986- 0.28% |
$43K - $46.5K
|
351K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.73% |
$57K - $61.7K
|
21.5K
$863K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.04K- 6.14% |
$133K - $144K
|
46.5K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.51K- 0.61% |
$153K - $166K
|
570K
$22.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.18K- 16.53% |
$226K - $245K
|
26.2K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-7.01K- 25.18% |
$306K - $331K
|
20.8K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.73K- 21.86% |
$337K - $365K
|
27.6K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.37K- 21.14% |
$408K - $442K
|
34.9K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 14.81% |
$566K - $612K
|
74.6K
$2.99M
|