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 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
138KNew |
$5.47M - $5.87M
|
138K
$5.62M
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
17.2K+ 5.2% |
$679K - $729K
|
347K
$14.1M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
112New |
$4.43K - $4.75K
|
112
$4.55K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
292K+ 95.95% |
$11.2M - $12.4M
|
597K
$24.2M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
206K+ 59.16% |
$7.88M - $8.76M
|
554K
$22.5M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
194K+ 19.8% |
$7.42M - $8.26M
|
1.17M
$47.7M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
160K+ 51.18% |
$6.11M - $6.79M
|
471K
$19.1M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 24.2% |
$4M - $4.45M
|
536K
$21.8M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.7K+ 99.5% |
$2.9M - $3.22M
|
152K
$6.16M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.9K+ 6.42% |
$1.8M - $2M
|
779K
$31.6M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 8.02% |
$1.11M - $1.24M
|
392K
$15.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 49.98% |
$951K - $1.06M
|
74.5K
$3.03M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
23.6K+ 63.27% |
$902K - $1M
|
60.8K
$2.47M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 7.67% |
$702K - $781K
|
257K
$10.5M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 24.31% |
$679K - $755K
|
90.7K
$3.68M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 46.19% |
$605K - $673K
|
50K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 9.23% |
$594K - $660K
|
184K
$7.45M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9KNew |
$493K - $548K
|
12.9K
$522K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9K+ 109.55% |
$416K - $463K
|
20.8K
$844K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.2K+ 30.76% |
$392K - $436K
|
43.5K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.87KNew |
$378K - $420K
|
9.87K
$401K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.7K+ 24.91% |
$371K - $413K
|
48.6K
$1.97M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.48KNew |
$363K - $404K
|
9.48K
$385K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.32K+ 74.6% |
$357K - $397K
|
21.8K
$886K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$318K - $353K
|
8.3K
$337K
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7KNew |
$268K - $298K
|
7K
$284K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.06K+ 7.75% |
$232K - $258K
|
84.3K
$3.42M
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
6.01KNew |
$230K - $256K
|
6.01K
$244K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.99KNew |
$229K - $255K
|
5.99K
$243K
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
5.65K+ 3.91% |
$216K - $240K
|
150K
$6.09M
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.34KNew |
$204K - $227K
|
5.34K
$217K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.25KNew |
$201K - $223K
|
5.25K
$213K
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.05KNew |
$193K - $215K
|
5.05K
$205K
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
4.9KNew |
$188K - $209K
|
4.9K
$199K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.46K+ 33.35% |
$171K - $190K
|
17.8K
$723K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.83K+ 2.93% |
$146K - $163K
|
134K
$5.45M
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.75KNew |
$144K - $160K
|
3.75K
$152K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.7K+ 17.33% |
$142K - $158K
|
25.1K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.17K+ 109.31% |
$121K - $135K
|
6.07K
$246K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.36K+ 54.28% |
$90.5K - $101K
|
6.72K
$273K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.29K+ 9.7% |
$87.7K - $97.5K
|
25.9K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.07KNew |
$79.1K - $88K
|
2.07K
$83.9K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.96K+ 34.35% |
$75.1K - $83.5K
|
7.67K
$312K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.45K+ 2.35% |
$55.5K - $61.7K
|
63.2K
$2.56M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
948+ 206.54% |
$36.3K - $40.4K
|
1.41K
$57.1K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
784+ 41.75% |
$30K - $33.4K
|
2.66K
$108K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
691+ 141.6% |
$26.5K - $29.4K
|
1.18K
$47.9K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
592+ 4.39% |
$22.7K - $25.2K
|
14.1K
$571K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
396+ 2.05% |
$15.2K - $16.9K
|
19.7K
$799K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
314+ 0.89% |
$12K - $13.4K
|
35.5K
$1.44M
|