Latest Institutional Purchases of Alps ETF Tr Oshares U S Small (OUSM)
This list provides information on the latest institutional transactions involving Alps ETF Tr Oshares U S Small (OUSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
27.7K+ 13.08% |
$1.05M - $1.21M
|
239K
$10.6M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
16.8K+ 39.36% |
$633K - $731K
|
59.4K
$2.63M
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.52K+ 36.86% |
$284K - $328K
|
27.9K
$1.24M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 18.16% |
$72.1K - $83.2K
|
12.4K
$551K
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
837KNew |
$34.5M - $37.6M
|
837K
$37M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
331K+ 26.78% |
$13.7M - $14.9M
|
1.57M
$69.4M
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
207K+ 547.57% |
$8.54M - $9.31M
|
245K
$10.8M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
121KNew |
$5.01M - $5.46M
|
121K
$5.37M
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
61K+ 61.79% |
$2.52M - $2.74M
|
160K
$7.07M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.9K+ 6.71% |
$2.14M - $2.33M
|
825K
$36.5M
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
42.5KNew |
$1.75M - $1.91M
|
42.5K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42KNew |
$1.73M - $1.89M
|
42K
$1.86M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41K+ 46.15% |
$1.69M - $1.84M
|
130K
$5.75M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.3K+ 7.44% |
$1.46M - $1.59M
|
510K
$22.6M
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
33.6K+ 20.1% |
$1.39M - $1.51M
|
201K
$8.9M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 5.96% |
$1.25M - $1.36M
|
537K
$23.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8K+ 391.75% |
$1.19M - $1.29M
|
36.1K
$1.6M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20.7K+ 63.99% |
$854K - $931K
|
53.1K
$2.35M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.1KNew |
$623K - $679K
|
15.1K
$668K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.9KNew |
$575K - $626K
|
13.9K
$617K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 30.64% |
$554K - $604K
|
57.2K
$2.53M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.8K+ 115.88% |
$528K - $575K
|
23.8K
$1.06M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 18.39% |
$477K - $520K
|
74.4K
$3.3M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 1.38% |
$443K - $483K
|
787K
$34.9M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.27K+ 12.33% |
$341K - $372K
|
75.4K
$3.34M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.59K+ 4.53% |
$313K - $341K
|
175K
$7.75M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.38KNew |
$304K - $332K
|
7.38K
$327K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.05K+ 9.44% |
$291K - $317K
|
81.7K
$3.62M
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
6.93KNew |
$286K - $312K
|
6.93K
$307K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
6.48KNew |
$267K - $291K
|
6.48K
$287K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.64K+ 24.3% |
$233K - $254K
|
28.9K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
5.57K+ 109.66% |
$230K - $251K
|
10.7K
$472K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.55K+ 4.78% |
$229K - $250K
|
122K
$5.38M
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.32KNew |
$219K - $239K
|
5.32K
$236K
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
4.82KNew |
$199K - $217K
|
4.82K
$213K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.48K+ 27.86% |
$143K - $156K
|
16K
$706K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 1.49% |
$122K - $133K
|
201K
$8.89M
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.69K+ 2.39% |
$111K - $121K
|
115K
$5.11M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.64K+ 29.45% |
$109K - $119K
|
11.6K
$513K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.53K+ 15.6% |
$104K - $114K
|
18.7K
$829K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.11K+ 8.03% |
$87K - $94.9K
|
28.4K
$1.26M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94K+ 2.12% |
$80.1K - $87.3K
|
93.5K
$4.14M
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.88K+ 18.47% |
$77.5K - $84.5K
|
12K
$533K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.78K+ 8.47% |
$73.6K - $80.2K
|
22.8K
$1.01M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 23.99% |
$67.9K - $74K
|
8.5K
$376K
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.61K+ 446.11% |
$66.3K - $72.2K
|
1.97K
$87.1K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 9.98% |
$57.8K - $63.1K
|
15.4K
$684K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 1.61% |
$53.3K - $58.1K
|
81.7K
$3.62M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 3.75% |
$47.8K - $52.1K
|
32K
$1.42M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
860+ 1.11% |
$35.5K - $38.7K
|
78.3K
$3.47M
|