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 |
---|---|---|---|---|---|---|---|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
56KNew |
$2.21M - $2.38M
|
56K
$2.38M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
313+ 2.43% |
$12.4K - $13.3K
|
13.2K
$560K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-308- 26.12% |
$12.2K - $13.1K
|
871
$37K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.47K+ 34.24% |
$295K - $317K
|
29.3K
$1.24M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.11K- 31.46% |
$83.6K - $89.7K
|
4.61K
$195K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.26K+ 351.38% |
$287K - $308K
|
9.33K
$396K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
95.6K+ 8.14% |
$3.78M - $4.06M
|
1.27M
$53.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.2K+ 14.09% |
$2.22M - $2.39M
|
455K
$19.3M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
224+ 1.59% |
$8.86K - $9.51K
|
14.3K
$607K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.49K+ 18.97% |
$375K - $403K
|
59.5K
$2.53M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 54.87% |
$3.98M - $4.27M
|
284K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.26KNew |
$208K - $223K
|
5.26K
$223K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.21K- 10.06% |
$166K - $179K
|
37.6K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
78.6K+ 16.67% |
$3.11M - $3.34M
|
550K
$23.4M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.5K+ 23.69% |
$1.37M - $1.47M
|
180K
$7.66M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.6K+ 4.58% |
$971K - $1.04M
|
561K
$23.8M
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-538- 0.54% |
$21.3K - $22.8K
|
98.4K
$4.18M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-43.9K- 7.93% |
$1.74M - $1.86M
|
510K
$21.6M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.44K- 11.18% |
$215K - $231K
|
43.2K
$1.83M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
107New |
$4.23K - $4.54K
|
107
$4.54K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.53K- 1.68% |
$60.4K - $64.8K
|
89.2K
$3.78M
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
377+ 7.47% |
$14.9K - $16K
|
5.42K
$230K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.69K- 35.04% |
$304K - $326K
|
14.3K
$605K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
45.4K+ 97.96% |
$1.8M - $1.93M
|
91.8K
$3.9M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
103K+ 17.27% |
$4.08M - $4.38M
|
700K
$29.7M
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
26KNew |
$1.03M - $1.1M
|
26K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 20.0% |
$158 - $170
|
16
$679
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 6.4% |
$77.3K - $83K
|
28.6K
$1.21M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.22K- 86.0% |
$207K - $222K
|
850
$36.1K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.91K+ 7.6% |
$75.4K - $80.9K
|
27K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
192+ 0.26% |
$7.6K - $8.15K
|
74.7K
$3.17M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
195+ 3.64% |
$7.71K - $8.28K
|
5.55K
$236K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
799+ 8.09% |
$31.6K - $33.9K
|
10.7K
$453K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58K+ 14.8% |
$2.3M - $2.46M
|
450K
$19.1M
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
14KNew |
$553K - $594K
|
14K
$594K
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-98.6K- 65.71% |
$3.9M - $4.19M
|
51.5K
$2.18M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-92- 55.09% |
$3.64K - $3.91K
|
75
$3.18K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-766- 1.34% |
$30.3K - $32.5K
|
56.3K
$2.39M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
612+ 2.94% |
$24.2K - $26K
|
21.4K
$908K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.97K- 22.91% |
$395K - $423K
|
33.6K
$1.42M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.6K- 9.39% |
$498K - $535K
|
122K
$5.16M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 92.02% |
$84.4K - $90.5K
|
4.45K
$189K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-404- 0.48% |
$16K - $17.1K
|
83.9K
$3.56M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
127+ 0.67% |
$5.02K - $5.39K
|
19.2K
$815K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.4% |
$158 - $170
|
996
$42.3K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.3K+ 30.01% |
$91.1K - $97.8K
|
9.98K
$423K
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
51.3KNew |
$2.03M - $2.18M
|
51.3K
$2.18M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
777+ 3.0% |
$30.7K - $33K
|
26.7K
$1.13M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 5.26% |
$1.98K - $2.12K
|
1K
$42.5K
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.74K- 18.97% |
$266K - $286K
|
28.8K
$1.22M
|