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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-98.6K- 65.71% |
$3.9M - $4.19M
|
51.5K
$2.28M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-43.9K- 7.93% |
$1.74M - $1.86M
|
510K
$22.6M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.6K- 9.39% |
$498K - $535K
|
122K
$5.4M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.97K- 22.91% |
$395K - $423K
|
33.6K
$1.49M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.69K- 35.04% |
$304K - $326K
|
14.3K
$633K
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.74K- 18.97% |
$266K - $286K
|
28.8K
$1.28M
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-6.05K- 19.94% |
$239K - $257K
|
24.3K
$1.08M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.44K- 11.18% |
$215K - $231K
|
43.2K
$1.92M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.22K- 86.0% |
$207K - $222K
|
850
$37.7K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.21K- 10.06% |
$166K - $179K
|
37.6K
$1.67M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.7K- 1.05% |
$107K - $115K
|
255K
$11.3M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.11K- 31.46% |
$83.6K - $89.7K
|
4.61K
$204K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 6.4% |
$77.3K - $83K
|
28.6K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.53K- 1.68% |
$60.4K - $64.8K
|
89.2K
$3.96M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-800- 12.35% |
$31.6K - $34K
|
5.68K
$252K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-766- 1.34% |
$30.3K - $32.5K
|
56.3K
$2.5M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-711- 8.59% |
$28.1K - $30.2K
|
7.57K
$336K
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-538- 0.54% |
$21.3K - $22.8K
|
98.4K
$4.37M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-404- 0.48% |
$16K - $17.1K
|
83.9K
$3.72M
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-340- 4.86% |
$13.5K - $14.4K
|
6.66K
$296K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-308- 26.12% |
$12.2K - $13.1K
|
871
$38.7K
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-279- 0.44% |
$11K - $11.8K
|
62.8K
$2.79M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-133- 0.68% |
$5.26K - $5.65K
|
19.5K
$867K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-92- 55.09% |
$3.64K - $3.91K
|
75
$3.33K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23- 0.18% |
$910 - $976
|
13K
$575K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 20.0% |
$158 - $170
|
16
$710
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 4.35% |
$119 - $127
|
66
$2.93K
|
|
Q1 2024 | |||||||
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.4K- 14.33% |
$283K - $315K
|
44.3K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-329- 4.22% |
$12.6K - $14K
|
7.47K
$332K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.8% |
$2.68K - $2.98K
|
8.66K
$384K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-211- 17.42% |
$6.33K - $7.44K
|
1K
$44.4K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-87- 15.24% |
$2.61K - $3.07K
|
484
$21.5K
|