Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
755KNew |
$30.6M - $34M
|
755K
$32.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155K+ 27.74% |
$6.31M - $7.01M
|
716K
$30.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
94.6K+ 542.74% |
$3.84M - $4.27M
|
112K
$4.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.3K+ 18.51% |
$3.38M - $3.76M
|
533K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.8K+ 16.87% |
$3.12M - $3.46M
|
532K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
65K+ 70.78% |
$2.64M - $2.93M
|
157K
$6.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.5K+ 81.02% |
$2.46M - $2.73M
|
135K
$5.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59K+ 99.17% |
$2.4M - $2.66M
|
119K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.3K+ 6229.85% |
$2.2M - $2.45M
|
55.1K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
49.6K+ 50.44% |
$2.01M - $2.24M
|
148K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.9KNew |
$1.99M - $2.21M
|
48.9K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43K+ 4.58% |
$1.75M - $1.94M
|
983K
$42M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.4K+ 5.05% |
$1.44M - $1.59M
|
735K
$31.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33KNew |
$1.34M - $1.49M
|
33K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.7K+ 113.78% |
$1.33M - $1.48M
|
61.5K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.1K+ 2.3% |
$1.18M - $1.31M
|
1.3M
$55.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.2K+ 9.89% |
$1.02M - $1.14M
|
280K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.2K+ 4.22% |
$943K - $1.05M
|
573K
$24.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
19.5K+ 28.13% |
$790K - $877K
|
88.6K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
17.4K+ 3.4% |
$705K - $782K
|
527K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.5K+ 8.6% |
$630K - $699K
|
196K
$8.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.9K+ 7.81% |
$603K - $670K
|
205K
$8.77M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.6KNew |
$471K - $523K
|
11.6K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.2KNew |
$455K - $505K
|
11.2K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.55KNew |
$388K - $430K
|
9.55K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.51K+ 101.96% |
$386K - $429K
|
18.8K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.44K+ 71.65% |
$383K - $426K
|
22.6K
$967K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.13K+ 13.62% |
$371K - $412K
|
76.2K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.17KNew |
$332K - $368K
|
8.17K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.83K+ 97.2% |
$318K - $353K
|
15.9K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.45KNew |
$303K - $336K
|
7.45K
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.75KNew |
$274K - $304K
|
6.75K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.54KNew |
$265K - $295K
|
6.54K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.12KNew |
$249K - $276K
|
6.12K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.58K+ 39.94% |
$227K - $252K
|
19.6K
$836K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.31KNew |
$216K - $239K
|
5.31K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.87K+ 1.71% |
$198K - $219K
|
289K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.83KNew |
$196K - $218K
|
4.83K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.82K+ 15.77% |
$196K - $217K
|
35.3K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.74KNew |
$192K - $214K
|
4.74K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.6K+ 7.32% |
$187K - $207K
|
67.4K
$2.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.59K+ 1.32% |
$186K - $207K
|
352K
$15M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.36K+ 81.88% |
$177K - $197K
|
9.69K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.92K+ 5.47% |
$159K - $177K
|
75.5K
$3.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.54KNew |
$144K - $160K
|
3.54K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.51K+ 9.33% |
$142K - $158K
|
41.1K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.74K+ 10.17% |
$111K - $124K
|
29.7K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.37K+ 19.43% |
$96.2K - $107K
|
14.6K
$623K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.94K+ 2.31% |
$78.8K - $87.4K
|
85.8K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.86K+ 7.16% |
$75.6K - $83.9K
|
27.8K
$1.19M
|