Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-438K- 97.73% |
$19.1M - $20.7M
|
10.2K
$442K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 25.58% |
$5.93M - $6.42M
|
396K
$17.2M
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-46.5K- 89.47% |
$2.03M - $2.19M
|
5.47K
$238K
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-35.3K- 23.84% |
$1.54M - $1.67M
|
113K
$4.9M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 63.91% |
$1.15M - $1.24M
|
14.8K
$645K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 14.81% |
$566K - $612K
|
74.6K
$3.25M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.37K- 21.14% |
$408K - $442K
|
34.9K
$1.52M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.73K- 21.86% |
$337K - $365K
|
27.6K
$1.2M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-7.01K- 25.18% |
$306K - $331K
|
20.8K
$906K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.18K- 16.53% |
$226K - $245K
|
26.2K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.51K- 0.61% |
$153K - $166K
|
570K
$24.8M
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.04K- 6.14% |
$133K - $144K
|
46.5K
$2.02M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.73% |
$57K - $61.7K
|
21.5K
$935K
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-986- 0.28% |
$43K - $46.5K
|
351K
$15.3M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-815- 28.35% |
$35.5K - $38.5K
|
2.06K
$89.6K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-412- 0.95% |
$18K - $19.4K
|
43K
$1.87M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 38.89% |
$7.63K - $8.26K
|
275
$12K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$43.6 - $47.2
|
9.69K
$421K
|
|
Q3 2024 | |||||||
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.84K- 63.76% |
$115K - $128K
|
1.61K
$70.1K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 6.06% |
$162 - $180
|
62
$2.7K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.69K- 35.04% |
$304K - $326K
|
14.3K
$620K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.22K- 86.0% |
$207K - $222K
|
850
$37K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-800- 12.35% |
$31.6K - $34K
|
5.68K
$247K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-92- 55.09% |
$3.64K - $3.91K
|
75
$3.26K
|
|
Q1 2024 | |||||||
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.4K- 14.33% |
$283K - $315K
|
44.3K
$1.92M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-329- 4.22% |
$12.6K - $14K
|
7.47K
$325K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.8% |
$2.68K - $2.98K
|
8.66K
$376K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-211- 17.42% |
$6.33K - $7.44K
|
1K
$43.5K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-87- 15.24% |
$2.61K - $3.07K
|
484
$21K
|