Latest Institutional Transactions on Alps ETF Tr Oshares U S Small (OUSM)
This table provides information on the latest institutional transactions involving Alps ETF Tr Oshares U S Small (OUSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
299+ 4.06% |
$11.3K - $13K
|
7.66K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
31.5K+ 15.66% |
$1.19M - $1.37M
|
232K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.41K+ 35.29% |
$317K - $366K
|
32.2K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-137K- 55.92% |
$5.17M - $5.96M
|
108K
$4.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
108KNew |
$4.07M - $4.7M
|
108K
$4.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$40.4K - $46.7K
|
1.07K
$47K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.83KNew |
$295K - $341K
|
7.83K
$343K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6.08KNew |
$229K - $265K
|
6.08K
$267K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.1KNew |
$798K - $920K
|
21.1K
$927K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.96K- 6.92% |
$74.1K - $85.5K
|
26.4K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$226 - $261
|
18.1K
$795K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 0.57% |
$377 - $435
|
1.76K
$77.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-529- 5.15% |
$20K - $23K
|
9.74K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-551- 0.54% |
$20.8K - $24K
|
101K
$4.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
49.7KNew |
$1.87M - $2.16M
|
49.7K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-75- 27.27% |
$2.83K - $3.27K
|
200
$8.77K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2K- 12.23% |
$45.4K - $52.4K
|
8.64K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
16.8K+ 39.36% |
$633K - $731K
|
59.4K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 18.16% |
$72.1K - $83.2K
|
12.4K
$546K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.52K+ 36.86% |
$284K - $328K
|
27.9K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
27.7K+ 13.08% |
$1.05M - $1.21M
|
239K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.06K- 8.53% |
$39.8K - $45.9K
|
11.3K
$496K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41K- 7.02% |
$129K - $149K
|
45.2K
$1.98M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 0.44% |
$57.8K - $66.7K
|
350K
$15.4M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 30.64% |
$554K - $604K
|
57.2K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.09K- 7.56% |
$86.1K - $93.9K
|
25.5K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.71K- 18.0% |
$194K - $212K
|
21.5K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.3K- 11.18% |
$1.83M - $1.99M
|
352K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
32New |
$1.32K - $1.44K
|
32
$1.4K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-36.5K- 70.18% |
$1.51M - $1.64M
|
15.5K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 5.96% |
$1.25M - $1.36M
|
537K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
42.5KNew |
$1.75M - $1.91M
|
42.5K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
121KNew |
$5.01M - $5.46M
|
121K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.32KNew |
$219K - $239K
|
5.32K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.05K- 60.21% |
$332K - $362K
|
5.32K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
331K+ 26.78% |
$13.7M - $14.9M
|
1.57M
$68.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
252+ 1.92% |
$10.4K - $11.3K
|
13.4K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.9KNew |
$575K - $626K
|
13.9K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.69K+ 2.39% |
$111K - $121K
|
115K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
670New |
$27.6K - $30.1K
|
670
$29.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
837KNew |
$34.5M - $37.6M
|
837K
$36.7M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.59K+ 4.53% |
$313K - $341K
|
175K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.38KNew |
$304K - $332K
|
7.38K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-314K- 17.14% |
$13M - $14.1M
|
1.52M
$66.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8K+ 391.75% |
$1.19M - $1.29M
|
36.1K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.2K- 20.32% |
$1.21M - $1.31M
|
115K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.04K- 62.55% |
$125K - $137K
|
1.82K
$79.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 18.39% |
$477K - $520K
|
74.4K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-105K- 37.53% |
$4.32M - $4.71M
|
174K
$7.64M
|
|