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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155K+ 27.74% |
$6.31M - $7.01M
|
716K
$32.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
94.6K+ 542.74% |
$3.84M - $4.27M
|
112K
$5.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.3K+ 18.51% |
$3.38M - $3.76M
|
533K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.8K+ 16.87% |
$3.12M - $3.46M
|
532K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
65K+ 70.78% |
$2.64M - $2.93M
|
157K
$7.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.5K+ 81.02% |
$2.46M - $2.73M
|
135K
$6.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59K+ 99.17% |
$2.4M - $2.66M
|
119K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.3K+ 6229.85% |
$2.2M - $2.45M
|
55.1K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
49.6K+ 50.44% |
$2.01M - $2.24M
|
148K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.9KNew |
$1.99M - $2.21M
|
48.9K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43K+ 4.58% |
$1.75M - $1.94M
|
983K
$45M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.4K+ 5.05% |
$1.44M - $1.59M
|
735K
$33.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33KNew |
$1.34M - $1.49M
|
33K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.7K+ 113.78% |
$1.33M - $1.48M
|
61.5K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.1K+ 2.3% |
$1.18M - $1.31M
|
1.3M
$59.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.2K+ 9.89% |
$1.02M - $1.14M
|
280K
$12.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.2K+ 4.22% |
$943K - $1.05M
|
573K
$26.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
19.5K+ 28.13% |
$790K - $877K
|
88.6K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
17.4K+ 3.4% |
$705K - $782K
|
527K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.5K+ 8.6% |
$630K - $699K
|
196K
$8.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.9K+ 7.81% |
$603K - $670K
|
205K
$9.39M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.6KNew |
$471K - $523K
|
11.6K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.2KNew |
$455K - $505K
|
11.2K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.55KNew |
$388K - $430K
|
9.55K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.51K+ 101.96% |
$386K - $429K
|
18.8K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.44K+ 71.65% |
$383K - $426K
|
22.6K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.13K+ 13.62% |
$371K - $412K
|
76.2K
$3.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.17KNew |
$332K - $368K
|
8.17K
$374K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.83K+ 97.2% |
$318K - $353K
|
15.9K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.45KNew |
$303K - $336K
|
7.45K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.75KNew |
$274K - $304K
|
6.75K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.54KNew |
$265K - $295K
|
6.54K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.12KNew |
$249K - $276K
|
6.12K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.58K+ 39.94% |
$227K - $252K
|
19.6K
$895K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.31KNew |
$216K - $239K
|
5.31K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.87K+ 1.71% |
$198K - $219K
|
289K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.83KNew |
$196K - $218K
|
4.83K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.82K+ 15.77% |
$196K - $217K
|
35.3K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.74KNew |
$192K - $214K
|
4.74K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.6K+ 7.32% |
$187K - $207K
|
67.4K
$3.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.59K+ 1.32% |
$186K - $207K
|
352K
$16.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.36K+ 81.88% |
$177K - $197K
|
9.69K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.92K+ 5.47% |
$159K - $177K
|
75.5K
$3.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.54KNew |
$144K - $160K
|
3.54K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.51K+ 9.33% |
$142K - $158K
|
41.1K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.74K+ 10.17% |
$111K - $124K
|
29.7K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.37K+ 19.43% |
$96.2K - $107K
|
14.6K
$666K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.94K+ 2.31% |
$78.8K - $87.4K
|
85.8K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.86K+ 7.16% |
$75.6K - $83.9K
|
27.8K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.54K+ 15.44% |
$62.5K - $69.4K
|
11.5K
$527K
|