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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.04K- 62.55% |
$125K - $137K
|
1.82K
$79.8K
|
|
|
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
|
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
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-321K- 56.35% |
$13.2M - $14.4M
|
249K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
250+ 8.71% |
$10.3K - $11.2K
|
3.12K
$137K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 1.38% |
$443K - $483K
|
787K
$34.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.27K+ 12.33% |
$341K - $372K
|
75.4K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26- 0.09% |
$1.07K - $1.17K
|
28.4K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
6.48KNew |
$267K - $291K
|
6.48K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.3K+ 7.44% |
$1.46M - $1.59M
|
510K
$22.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12K- 2.2% |
$494K - $538K
|
531K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 1.49% |
$122K - $133K
|
201K
$8.81M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.1KNew |
$623K - $679K
|
15.1K
$662K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 8.47% |
$122K - $133K
|
32K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
5.57K+ 109.66% |
$230K - $251K
|
10.7K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.61K+ 446.11% |
$66.3K - $72.2K
|
1.97K
$86.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 20.61% |
$73.6K - $80.2K
|
6.87K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.05K+ 9.44% |
$291K - $317K
|
81.7K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20.7K+ 63.99% |
$854K - $931K
|
53.1K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-663- 3.32% |
$27.4K - $29.8K
|
19.3K
$846K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.64K+ 29.45% |
$109K - $119K
|
11.6K
$508K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
287+ 0.45% |
$11.8K - $12.9K
|
64.6K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42KNew |
$1.73M - $1.89M
|
42K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.64K+ 24.3% |
$233K - $254K
|
28.9K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108- 0.32% |
$4.46K - $4.86K
|
33.9K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.77K- 36.17% |
$156K - $170K
|
6.66K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-430- 9.31% |
$17.7K - $19.3K
|
4.19K
$184K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.5K- 5.72% |
$1.42M - $1.55M
|
569K
$24.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41K+ 46.15% |
$1.69M - $1.84M
|
130K
$5.69M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.9K+ 6.71% |
$2.14M - $2.33M
|
825K
$36.2M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
586+ 9.98% |
$24.2K - $26.4K
|
6.46K
$283K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.53K+ 15.6% |
$104K - $114K
|
18.7K
$821K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 1.61% |
$53.3K - $58.1K
|
81.7K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 2.52% |
$55.2K - $60.2K
|
51.8K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
87+ 1.17% |
$3.59K - $3.91K
|
7.55K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
4.82KNew |
$199K - $217K
|
4.82K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-444- 2.28% |
$18.3K - $20K
|
19.1K
$836K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
61K+ 61.79% |
$2.52M - $2.74M
|
160K
$7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.91K- 8.04% |
$78.7K - $85.8K
|
21.8K
$957K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
233+ 4.7% |
$9.61K - $10.5K
|
5.19K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.78K+ 8.47% |
$73.6K - $80.2K
|
22.8K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 23.99% |
$67.9K - $74K
|
8.5K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.8K- 27.44% |
$1.68M - $1.83M
|
108K
$4.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-69- 0.16% |
$2.85K - $3.1K
|
42.9K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 9.98% |
$57.8K - $63.1K
|
15.4K
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94K+ 2.12% |
$80.1K - $87.3K
|
93.5K
$4.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
449+ 74.71% |
$18.5K - $20.2K
|
1.05K
$46.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.88K+ 18.47% |
$77.5K - $84.5K
|
12K
$528K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
6.93KNew |
$286K - $312K
|
6.93K
$304K
|