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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
123K+ 8.07% |
$4.62M - $5.34M
|
1.64M
$73.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
108KNew |
$4.07M - $4.7M
|
108K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.8K+ 9.44% |
$2.94M - $3.39M
|
903K
$40.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
49.7KNew |
$1.87M - $2.16M
|
49.7K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 47.98% |
$1.35M - $1.56M
|
110K
$4.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
31.5K+ 15.66% |
$1.19M - $1.37M
|
232K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 4.89% |
$1.05M - $1.21M
|
596K
$26.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
27.7K+ 13.08% |
$1.05M - $1.21M
|
239K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.8K+ 93.13% |
$897K - $1.04M
|
49.3K
$2.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21.6K+ 74.73% |
$814K - $939K
|
50.4K
$2.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.1KNew |
$798K - $920K
|
21.1K
$948K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.6K+ 15.08% |
$739K - $853K
|
149K
$6.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19K+ 33.16% |
$716K - $826K
|
76.2K
$3.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
16.8K+ 39.36% |
$633K - $731K
|
59.4K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.3KNew |
$616K - $711K
|
16.3K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16K+ 4.56% |
$605K - $698K
|
368K
$16.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.8K+ 14.66% |
$597K - $688K
|
124K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 10.48% |
$453K - $523K
|
127K
$5.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.8K+ 12.0% |
$370K - $427K
|
91.5K
$4.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.98KNew |
$339K - $391K
|
8.98K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.41K+ 35.29% |
$317K - $366K
|
32.2K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.83KNew |
$295K - $341K
|
7.83K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.52K+ 36.86% |
$284K - $328K
|
27.9K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.21K+ 19.4% |
$234K - $270K
|
38.2K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6.08KNew |
$229K - $265K
|
6.08K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
3.82K+ 4.08% |
$144K - $166K
|
97.4K
$4.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.61K+ 23.38% |
$136K - $157K
|
19.1K
$855K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.29K+ 2.71% |
$124K - $143K
|
125K
$5.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 6.6% |
$84.6K - $97.6K
|
36.2K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.09K+ 19.57% |
$78.7K - $90.8K
|
12.7K
$571K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.06K+ 9.46% |
$77.9K - $89.9K
|
23.9K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 18.16% |
$72.1K - $83.2K
|
12.4K
$558K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.33K+ 67.4% |
$50K - $57.7K
|
3.29K
$148K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.28KNew |
$48.1K - $55.6K
|
1.28K
$57.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.26K+ 1.61% |
$47.5K - $54.8K
|
79.6K
$3.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$40.4K - $46.7K
|
1.07K
$48.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1KNew |
$37.7K - $43.5K
|
1K
$44.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
931+ 14.37% |
$35.1K - $40.5K
|
7.41K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
830+ 5.5% |
$31.3K - $36.1K
|
15.9K
$714K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
735+ 10.69% |
$27.7K - $32K
|
7.61K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
665+ 5.52% |
$25.1K - $29K
|
12.7K
$570K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
453+ 8.72% |
$17.1K - $19.7K
|
5.65K
$253K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
451+ 6.99% |
$17K - $19.6K
|
6.91K
$310K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
380+ 5.04% |
$14.3K - $16.5K
|
7.93K
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
299+ 4.06% |
$11.3K - $13K
|
7.66K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
84+ 0.44% |
$3.17K - $3.66K
|
19.1K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
50+ 0.43% |
$1.89K - $2.18K
|
11.6K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28New |
$1.06K - $1.22K
|
28
$1.26K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 0.57% |
$377 - $435
|
1.76K
$78.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9New |
$340 - $392
|
9
$404
|