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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.59K+ 1.32% |
$186K - $207K
|
352K
$15.7M
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.37K+ 19.43% |
$96.2K - $107K
|
14.6K
$651K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
173+ 2.34% |
$7.02K - $7.8K
|
7.56K
$338K
|
|
Q2 2024 | |||||||
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
138KNew |
$5.47M - $5.87M
|
138K
$6.18M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
103K+ 17.27% |
$4.08M - $4.38M
|
700K
$31.3M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 54.87% |
$3.98M - $4.27M
|
284K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
95.6K+ 8.14% |
$3.78M - $4.06M
|
1.27M
$56.7M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
78.6K+ 16.67% |
$3.11M - $3.34M
|
550K
$24.6M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58K+ 14.8% |
$2.3M - $2.46M
|
450K
$20.1M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.2K+ 14.09% |
$2.22M - $2.39M
|
455K
$20.3M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
56KNew |
$2.21M - $2.38M
|
56K
$2.5M
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
51.3KNew |
$2.03M - $2.18M
|
51.3K
$2.29M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
49.2K+ 276.36% |
$1.95M - $2.09M
|
67.1K
$3M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
45.4K+ 97.96% |
$1.8M - $1.93M
|
91.8K
$4.1M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.4K+ 25.3% |
$1.52M - $1.63M
|
190K
$8.5M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.5K+ 23.69% |
$1.37M - $1.47M
|
180K
$8.06M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.5KNew |
$1.21M - $1.3M
|
30.5K
$1.36M
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
26KNew |
$1.03M - $1.1M
|
26K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.6K+ 4.58% |
$971K - $1.04M
|
561K
$25.1M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.9KNew |
$591K - $634K
|
14.9K
$668K
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
14KNew |
$553K - $594K
|
14K
$625K
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
11.4K+ 190.17% |
$452K - $485K
|
17.4K
$779K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10.8K+ 17.79% |
$428K - $459K
|
71.6K
$3.2M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.49K+ 18.97% |
$375K - $403K
|
59.5K
$2.66M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.06KNew |
$319K - $342K
|
8.06K
$360K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.47K+ 34.24% |
$295K - $317K
|
29.3K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.26K+ 351.38% |
$287K - $308K
|
9.33K
$417K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.02K+ 9.54% |
$238K - $256K
|
69.2K
$3.09M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.26KNew |
$208K - $223K
|
5.26K
$235K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.3K+ 30.01% |
$91.1K - $97.8K
|
9.98K
$446K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 92.02% |
$84.4K - $90.5K
|
4.45K
$199K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.91K+ 7.6% |
$75.4K - $80.9K
|
27K
$1.21M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
799+ 8.09% |
$31.6K - $33.9K
|
10.7K
$477K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
777+ 3.0% |
$30.7K - $33K
|
26.7K
$1.19M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
612+ 2.94% |
$24.2K - $26K
|
21.4K
$956K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
495New |
$19.6K - $21K
|
495
$22.1K
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
440+ 7.68% |
$17.4K - $18.7K
|
6.17K
$276K
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
377+ 7.47% |
$14.9K - $16K
|
5.42K
$242K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
313+ 2.43% |
$12.4K - $13.3K
|
13.2K
$589K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
224+ 1.59% |
$8.86K - $9.51K
|
14.3K
$639K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
195+ 3.64% |
$7.71K - $8.28K
|
5.55K
$248K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
192+ 0.26% |
$7.6K - $8.15K
|
74.7K
$3.34M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
127+ 0.67% |
$5.02K - $5.39K
|
19.2K
$858K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
112New |
$4.43K - $4.75K
|
112
$5.01K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
107New |
$4.23K - $4.54K
|
107
$4.78K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 133.33% |
$3.96K - $4.25K
|
175
$7.82K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
100+ 1.91% |
$3.96K - $4.25K
|
5.33K
$238K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 5.26% |
$1.98K - $2.12K
|
1K
$44.7K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.4% |
$158 - $170
|
996
$44.5K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$39.6 - $42.5
|
10.2K
$457K
|