Institutional Ownership Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Qualit (OUSA). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,447,049
shares
|
$71.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
647,456
shares
|
$32.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
638,878
shares
|
$31.7 Million
0.02% of portfolio
|
Q1 2024
Added 15.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
503,753
shares
|
$25 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
462,267
shares
|
$22.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
312,284
shares
|
$15.5 Million
0.0% of portfolio
|
Q1 2024
Added 304.63%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
239,399
shares
|
$11.9 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
231,454
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
226,522
shares
|
$11.2 Million
0.59% of portfolio
|
Q1 2024
Added 13.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
215,700
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2024
Added 1.69%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
159,919
shares
|
$7.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
146,339
shares
|
$7.26 Million
0.08% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
127,952
shares
|
$6.35 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
116,641
shares
|
$5.79 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 10, 2024 Q1 2024 |
107,948
shares
|
$5.36 Million
3.92% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
102,333
shares
|
$5.08 Million
0.04% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
98,149
shares
|
$4.87 Million
0.11% of portfolio
|
Q1 2024
Added 38.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
95,426
shares
|
$4.74 Million
0.01% of portfolio
|
Q1 2024
Added 286.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
70,871
shares
|
$3.52 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
64,839
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.03%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
60,930
shares
|
$3.02 Million
0.76% of portfolio
|
Q1 2023
Added 90.46%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
57,097
shares
|
$2.83 Million
0.2% of portfolio
|
Q3 2022
Reduced 3.41%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
55,159
shares
|
$2.74 Million
1.16% of portfolio
|
Q1 2023
Reduced 21.45%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
53,700
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
51,486
shares
|
$2.55 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.86%
|
|