Latest Institutional Transactions on Alps ETF Tr Oshares U S Small (OUSM)
This table provides information on the latest institutional transactions involving Alps ETF Tr Oshares U S Small (OUSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82New |
$3.51K - $3.75K
|
82
$3.55K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.98K- 24.93% |
$341K - $365K
|
24K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.22K- 95.77% |
$52.3K - $55.9K
|
54
$2.34K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 0.88% |
$8.6K - $9.19K
|
23K
$993K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-255- 23.79% |
$10.9K - $11.7K
|
817
$35.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
7.7K+ 6.17% |
$329K - $352K
|
133K
$5.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-5.48K- 2.36% |
$234K - $251K
|
227K
$9.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.9KNew |
$551K - $589K
|
12.9K
$557K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.77K- 1.43% |
$75.9K - $81.1K
|
122K
$5.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13.1K+ 25.96% |
$560K - $599K
|
63.5K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-384- 38.4% |
$16.4K - $17.6K
|
616
$26.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.7K+ 32.44% |
$1.06M - $1.13M
|
101K
$4.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-179- 0.94% |
$7.66K - $8.19K
|
18.9K
$817K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
167KNew |
$7.13M - $7.62M
|
167K
$7.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
75.5K+ 37.74% |
$3.23M - $3.45M
|
275K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.69K+ 7.16% |
$244K - $260K
|
85.2K
$3.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 71.76% |
$649K - $694K
|
36.3K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 1.05% |
$42.8 - $45.7
|
96
$4.15K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14KNew |
$601K - $642K
|
14K
$608K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-614- 4.7% |
$26.3K - $28.1K
|
12.4K
$538K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.14K+ 1.17% |
$49K - $52.3K
|
98.5K
$4.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
518+ 2.71% |
$22.2K - $23.7K
|
19.7K
$850K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-12.7K- 35.21% |
$542K - $579K
|
23.3K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.25K- 28.68% |
$396K - $423K
|
23K
$995K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-457- 5.29% |
$19.6K - $20.9K
|
8.18K
$354K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-749- 2.07% |
$32K - $34.3K
|
35.4K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
249+ 0.94% |
$10.7K - $11.4K
|
26.7K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.92K+ 1.4% |
$210K - $225K
|
355K
$15.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-107- 6.09% |
$4.58K - $4.89K
|
1.65K
$71.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-460- 7.51% |
$19.7K - $21K
|
5.66K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-115- 0.23% |
$4.92K - $5.26K
|
49.5K
$2.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
683+ 3.18% |
$29.2K - $31.2K
|
22.1K
$958K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17K- 27.55% |
$728K - $778K
|
44.7K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.26K+ 23.48% |
$182K - $195K
|
22.4K
$968K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74- 37.19% |
$3.17K - $3.38K
|
125
$5.41K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
15.5KNew |
$664K - $710K
|
15.5K
$672K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.75K+ 24.16% |
$289K - $309K
|
34.7K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-134- 0.88% |
$5.73K - $6.13K
|
15.2K
$656K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.07% |
$214 - $229
|
7.23K
$313K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.14K+ 14.87% |
$48.7K - $52.1K
|
8.8K
$381K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.19K- 8.12% |
$350K - $374K
|
92.6K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
126New |
$5.39K - $5.76K
|
126
$5.45K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.98K- 12.04% |
$170K - $182K
|
29.1K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-885- 67.4% |
$37.9K - $40.5K
|
428
$18.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.5K+ 24.66% |
$64.1K - $68.5K
|
7.58K
$328K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 27.41% |
$530K - $566K
|
57.6K
$2.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-859- 6.91% |
$36.8K - $39.3K
|
11.6K
$501K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
17.5K+ 29.47% |
$749K - $801K
|
76.9K
$3.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-220K- 91.87% |
$9.41M - $10.1M
|
19.5K
$842K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
684New |
$29.3K - $31.3K
|
684
$29.6K
|
|