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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
535K+ 41.19% |
$23.3M - $25.2M
|
1.83M
$77.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
475KNew |
$20.7M - $22.4M
|
475K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
279KNew |
$12.2M - $13.2M
|
279K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
254K+ 25.81% |
$11.1M - $12M
|
1.24M
$52.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217K+ 75.23% |
$9.48M - $10.3M
|
507K
$21.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
167KNew |
$7.29M - $7.9M
|
167K
$7.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
102KNew |
$4.44M - $4.81M
|
102K
$4.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.8K+ 13.09% |
$3.04M - $3.29M
|
603K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.2K+ 292.63% |
$2.89M - $3.13M
|
88.8K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.5K+ 8.45% |
$2.64M - $2.86M
|
777K
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
52KNew |
$2.27M - $2.46M
|
52K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
45.8K+ 33.7% |
$2M - $2.16M
|
182K
$7.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.8K+ 5.15% |
$1.65M - $1.79M
|
773K
$32.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
37.8KNew |
$1.65M - $1.78M
|
37.8K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
35.5KNew |
$1.55M - $1.68M
|
35.5K
$1.5M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
30.3K+ 44.32% |
$1.32M - $1.43M
|
98.7K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.3K+ 21.34% |
$1.1M - $1.19M
|
144K
$6.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25K+ 132.44% |
$1.09M - $1.18M
|
43.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.07M - $1.16M
|
24.5K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.3K+ 2.55% |
$841K - $910K
|
774K
$32.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.1K+ 37.07% |
$791K - $856K
|
67.1K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.2K+ 18.89% |
$707K - $765K
|
102K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.9K+ 3.01% |
$692K - $749K
|
543K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$583K - $631K
|
13.4K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 9.85% |
$581K - $629K
|
149K
$6.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$544K - $589K
|
12.5K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 82.67% |
$518K - $561K
|
26.3K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7K+ 225.26% |
$465K - $504K
|
15.4K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 6.81% |
$465K - $504K
|
167K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.95KNew |
$390K - $422K
|
8.95K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.75K+ 14.06% |
$338K - $366K
|
62.9K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.34KNew |
$320K - $347K
|
7.34K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.51K+ 8.96% |
$240K - $260K
|
67K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.96KNew |
$216K - $234K
|
4.96K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.6K+ 6.82% |
$200K - $217K
|
72K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 39.53% |
$200K - $217K
|
16.2K
$685K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.29K+ 63.6% |
$187K - $203K
|
11K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.15K+ 78.08% |
$181K - $196K
|
9.46K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.05K+ 25.49% |
$177K - $191K
|
19.9K
$844K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.91K+ 3.48% |
$170K - $184K
|
116K
$4.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.66K+ 18.71% |
$160K - $173K
|
23.2K
$983K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.42K+ 284.83% |
$149K - $161K
|
4.62K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.22K+ 11.63% |
$140K - $152K
|
30.9K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.96K+ 3.34% |
$129K - $140K
|
91.6K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.64K+ 8.89% |
$115K - $125K
|
32.4K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.53K+ 21.97% |
$110K - $119K
|
14K
$594K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.24K+ 10.4% |
$97.4K - $105K
|
23.7K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 26.55% |
$87.5K - $94.7K
|
9.56K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.93K+ 0.98% |
$84K - $91K
|
198K
$8.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.89K+ 2.5% |
$82.5K - $89.3K
|
77.4K
$3.28M
|