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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-809- 7.15% |
$34.6K - $37K
|
10.5K
$454K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 3.39% |
$687K - $792K
|
555K
$24M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$37.7 - $43.5
|
1
$43.3
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-666- 4.97% |
$25.1K - $29K
|
12.7K
$551K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10- 0.14% |
$377 - $435
|
7.37K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-586- 7.06% |
$22.1K - $25.5K
|
7.71K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
50+ 0.43% |
$1.89K - $2.18K
|
11.6K
$503K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9New |
$340 - $392
|
9
$389
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
735+ 10.69% |
$27.7K - $32K
|
7.61K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.3KNew |
$616K - $711K
|
16.3K
$706K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.8K+ 9.44% |
$2.94M - $3.39M
|
903K
$39M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
451+ 6.99% |
$17K - $19.6K
|
6.91K
$299K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.09K+ 19.57% |
$78.7K - $90.8K
|
12.7K
$551K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
453+ 8.72% |
$17.1K - $19.7K
|
5.65K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.33K+ 67.4% |
$50K - $57.7K
|
3.29K
$142K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-600- 57.14% |
$22.6K - $26.1K
|
450
$19.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.98KNew |
$339K - $391K
|
8.98K
$389K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.2% |
$75.5 - $87.1
|
1.01K
$43.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
108KNew |
$4.07M - $4.7M
|
108K
$4.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.83KNew |
$295K - $341K
|
7.83K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-529- 5.15% |
$20K - $23K
|
9.74K
$421K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-75- 27.27% |
$2.83K - $3.27K
|
200
$8.65K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.32KNew |
$219K - $239K
|
5.32K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
42.5KNew |
$1.75M - $1.91M
|
42.5K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-105K- 37.53% |
$4.32M - $4.71M
|
174K
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.9KNew |
$575K - $626K
|
13.9K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
670New |
$27.6K - $30.1K
|
670
$29K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-663- 3.32% |
$27.4K - $29.8K
|
19.3K
$834K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
287+ 0.45% |
$11.8K - $12.9K
|
64.6K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42KNew |
$1.73M - $1.89M
|
42K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
4.82KNew |
$199K - $217K
|
4.82K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 23.99% |
$67.9K - $74K
|
8.5K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
6.93KNew |
$286K - $312K
|
6.93K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-700- 50.0% |
$28.9K - $31.5K
|
700
$30.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.48K+ 27.86% |
$143K - $156K
|
16K
$690K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-468- 13.22% |
$19.3K - $21.1K
|
3.07K
$133K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-46.5K- 89.47% |
$2.03M - $2.19M
|
5.47K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
83New |
$3.62K - $3.92K
|
83
$3.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
106New |
$4.62K - $5K
|
106
$4.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
102KNew |
$4.44M - $4.81M
|
102K
$4.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-7.01K- 25.18% |
$306K - $331K
|
20.8K
$901K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.15K+ 78.08% |
$181K - $196K
|
9.46K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.02KNew |
$44.3K - $47.9K
|
1.02K
$43.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.3K+ 2.55% |
$841K - $910K
|
774K
$33.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.36K+ 20.77% |
$59.2K - $64.1K
|
7.89K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
788New |
$34.4K - $37.2K
|
788
$34.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
139New |
$6.06K - $6.56K
|
139
$6.01K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72New |
$3.14K - $3.4K
|
72
$3.11K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64New |
$2.6K - $2.88K
|
64
$2.77K
|
|