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 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.54K+ 15.44% |
$62.5K - $69.4K
|
11.5K
$535K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 10.93% |
$57.5K - $63.8K
|
14.4K
$668K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.12K+ 2.6% |
$45.5K - $50.5K
|
44.3K
$2.06M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
987+ 5.05% |
$40.1K - $44.5K
|
20.5K
$953K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
985+ 3.69% |
$40K - $44.4K
|
27.6K
$1.28M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
620+ 1.21% |
$25.2K - $27.9K
|
52K
$2.41M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
561New |
$22.8K - $25.3K
|
561
$26.1K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
275+ 157.14% |
$11.2K - $12.4K
|
450
$20.9K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
222+ 4.0% |
$9.01K - $10K
|
5.77K
$268K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
202+ 0.36% |
$8.2K - $9.1K
|
56.2K
$2.61M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 20.0% |
$8.12K - $9.01K
|
1.2K
$55.7K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
173+ 2.34% |
$7.02K - $7.8K
|
7.56K
$351K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
165New |
$6.7K - $7.44K
|
165
$7.66K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
108+ 4.06% |
$4.38K - $4.87K
|
2.77K
$129K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
90+ 0.42% |
$3.65K - $4.06K
|
21.5K
$998K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
80+ 1.3% |
$3.25K - $3.61K
|
6.25K
$290K
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
74+ 1.11% |
$3K - $3.34K
|
6.74K
$313K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64New |
$2.6K - $2.88K
|
64
$2.97K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
48+ 1.04% |
$1.95K - $2.16K
|
4.65K
$216K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.47K+ 34.24% |
$295K - $317K
|
29.3K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.26KNew |
$208K - $223K
|
5.26K
$244K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
495New |
$19.6K - $21K
|
495
$23K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
112New |
$4.43K - $4.75K
|
112
$5.2K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
107New |
$4.23K - $4.54K
|
107
$4.97K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.4% |
$158 - $170
|
996
$46.3K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$39.6 - $42.5
|
10.2K
$475K
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30.3KNew |
$1.16M - $1.29M
|
30.3K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.48KNew |
$363K - $404K
|
9.48K
$440K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$318K - $353K
|
8.3K
$385K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.25KNew |
$201K - $223K
|
5.25K
$244K
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
4.9KNew |
$188K - $209K
|
4.9K
$228K
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.75KNew |
$144K - $160K
|
3.75K
$174K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
105+ 0.24% |
$4.02K - $4.47K
|
43.4K
$2.01M
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
25.9KNew |
$863K - $1.02M
|
25.9K
$1.2M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.35KNew |
$78.4K - $92.7K
|
2.35K
$109K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
400New |
$13.3K - $15.8K
|
400
$18.6K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
330New |
$11K - $13K
|
330
$15.3K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42.9KNew |
$1.5M - $1.62M
|
42.9K
$1.99M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.89K+ 36.2% |
$345K - $373K
|
37.2K
$1.73M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
300New |
$10.5K - $11.3K
|
300
$13.9K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
973New |
$33.1K - $35.7K
|
973
$45.2K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
203New |
$6.83K - $7.62K
|
203
$9.43K
|
|
Q4 2022 | |||||||
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
8.31KNew |
$253K - $294K
|
8.31K
$386K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
865+ 155.58% |
$26.3K - $30.6K
|
1.42K
$66K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.61KNew |
$258K - $303K
|
8.61K
$400K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
773New |
$23.2K - $27.2K
|
773
$35.9K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
64KNew |
$1.95M - $2.27M
|
64K
$2.97M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6KNew |
$536K - $624K
|
17.6K
$818K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.91K+ 188.11% |
$88.6K - $103K
|
4.46K
$207K
|