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 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$318K - $353K
|
8.3K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.25KNew |
$201K - $223K
|
5.25K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-329- 4.22% |
$12.6K - $14K
|
7.47K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
4.9KNew |
$188K - $209K
|
4.9K
$230K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.8% |
$2.68K - $2.98K
|
8.66K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.4K- 14.33% |
$283K - $315K
|
44.3K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
105+ 0.24% |
$4.02K - $4.47K
|
43.4K
$2.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.75KNew |
$144K - $160K
|
3.75K
$176K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.35KNew |
$78.4K - $92.7K
|
2.35K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
25.9KNew |
$863K - $1.02M
|
25.9K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
330New |
$11K - $13K
|
330
$15.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
400New |
$13.3K - $15.8K
|
400
$18.7K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42.9KNew |
$1.5M - $1.62M
|
42.9K
$2.01M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.89K+ 36.2% |
$345K - $373K
|
37.2K
$1.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
300New |
$10.5K - $11.3K
|
300
$14.1K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
973New |
$33.1K - $35.7K
|
973
$45.6K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
203New |
$6.83K - $7.62K
|
203
$9.51K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
865+ 155.58% |
$26.3K - $30.6K
|
1.42K
$66.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
8.31KNew |
$253K - $294K
|
8.31K
$389K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.61KNew |
$258K - $303K
|
8.61K
$403K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
773New |
$23.2K - $27.2K
|
773
$36.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-211- 17.42% |
$6.33K - $7.44K
|
1K
$46.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-87- 15.24% |
$2.61K - $3.07K
|
484
$22.7K
|
|
| Q2 2022 | |||||||
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.91K+ 188.11% |
$88.6K - $103K
|
4.46K
$209K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6KNew |
$536K - $624K
|
17.6K
$825K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
64KNew |
$1.95M - $2.27M
|
64K
$3M
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
1KNew |
$30.4K - $35.4K
|
1K
$46.9K
|
|