Purchases and Sales Made in Q1 2024 in Alps ETF Tr Oshares U S Small (OUSM)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Small (OUSM) during Q1 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
314+ 0.89% |
$12K - $13.4K
|
35.5K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
172+ 3.32% |
$6.58K - $7.32K
|
5.35K
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
167New |
$6.39K - $7.11K
|
167
$7.51K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
156+ 0.34% |
$5.97K - $6.64K
|
46.4K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
105+ 0.24% |
$4.02K - $4.47K
|
43.4K
$1.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75New |
$2.87K - $3.19K
|
75
$3.37K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.4% |
$153 - $170
|
992
$44.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 4.55% |
$115 - $128
|
69
$3.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.04% |
$115 - $128
|
8.28K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6- 0.06% |
$230 - $255
|
10.2K
$460K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13- 0.07% |
$498 - $553
|
19.1K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 1.53% |
$1.38K - $1.53K
|
2.32K
$104K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.8% |
$2.68K - $2.98K
|
8.66K
$389K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 79.17% |
$2.91K - $3.24K
|
20
$900
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-329- 4.22% |
$12.6K - $14K
|
7.47K
$336K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-483- 7.78% |
$18.5K - $20.6K
|
5.73K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-625- 1.08% |
$23.9K - $26.6K
|
57.1K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 3.19% |
$38.5K - $42.8K
|
30.5K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.43K- 1.43% |
$54.8K - $60.9K
|
98.9K
$4.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.73K- 5.39% |
$66.1K - $73.5K
|
30.3K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.84K- 7.72% |
$70.2K - $78.1K
|
21.9K
$987K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.93K- 26.96% |
$73.8K - $82.1K
|
5.23K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.32K- 3.52% |
$204K - $226K
|
146K
$6.56M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-5.7K- 8.29% |
$218K - $243K
|
63.1K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.4K- 14.33% |
$283K - $315K
|
44.3K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.7K- 33.13% |
$793K - $882K
|
41.8K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.2K- 8.53% |
$1.42M - $1.58M
|
399K
$17.9M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 35.43% |
$3.85M - $4.29M
|
184K
$8.25M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 17.16% |
$6.17M - $6.86M
|
779K
$35M
|