Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S QUALIT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
62.4K+ 238.98% |
$2.49M - $2.7M
|
88.5K
$4.73M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.6KNew |
$1.74M - $1.89M
|
43.6K
$2.33M
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
38.1KNew |
$1.52M - $1.65M
|
38.1K
$2.04M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.4K+ 3.45% |
$1.41M - $1.53M
|
1.06M
$56.6M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
28.9K+ 90.46% |
$1.15M - $1.25M
|
60.9K
$3.25M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
24K+ 1143.27% |
$958K - $1.04M
|
26.1K
$1.39M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23KNew |
$917K - $994K
|
23K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.6K+ 271.51% |
$624K - $676K
|
21.4K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$430K - $466K
|
10.8K
$575K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7.61K+ 78.66% |
$303K - $329K
|
17.3K
$923K
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.98KNew |
$238K - $258K
|
5.98K
$319K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.41K+ 1.09% |
$216K - $234K
|
501K
$26.8M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.13K+ 19.32% |
$205K - $222K
|
31.7K
$1.69M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.27K+ 58.7% |
$130K - $141K
|
8.84K
$472K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.91K+ 33.37% |
$76.2K - $82.6K
|
7.64K
$408K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.44K+ 9.64% |
$57.4K - $62.2K
|
16.4K
$874K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
800+ 12.78% |
$31.9K - $34.6K
|
7.06K
$377K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
738+ 20.08% |
$29.4K - $31.9K
|
4.41K
$236K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
700+ 3.04% |
$27.9K - $30.3K
|
23.8K
$1.27M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
571New |
$22.8K - $24.7K
|
571
$30.5K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
562+ 0.27% |
$22.4K - $24.3K
|
206K
$11M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
552New |
$22K - $23.9K
|
552
$29.5K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
396+ 1.0% |
$15.8K - $17.1K
|
40.1K
$2.14M
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
351+ 2.79% |
$14K - $15.2K
|
12.9K
$690K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
300New |
$12K - $13K
|
300
$16K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
264+ 3.09% |
$10.5K - $11.4K
|
8.81K
$470K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
249+ 3.47% |
$9.93K - $10.8K
|
7.44K
$397K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
178New |
$7.1K - $7.7K
|
178
$9.5K
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
87New |
$3.47K - $3.76K
|
87
$4.64K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
82+ 91.11% |
$3.27K - $3.55K
|
172
$9.18K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62+ 0.41% |
$2.47K - $2.68K
|
15K
$803K
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
52+ 0.66% |
$2.07K - $2.25K
|
7.94K
$424K
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50New |
$1.99K - $2.16K
|
50
$2.67K
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50New |
$1.99K - $2.16K
|
50
$2.67K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
31+ 0.51% |
$1.24K - $1.34K
|
6.14K
$328K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8+ 1.01% |
$319 - $346
|
800
$42.7K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.76% |
$199 - $216
|
660
$35.2K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.59% |
$120 - $130
|
512
$27.3K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.02% |
$120 - $130
|
15.9K
$846K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.65% |
$79.8 - $86.5
|
310
$16.6K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9- 0.06% |
$359 - $389
|
15K
$803K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-19- 0.09% |
$758 - $822
|
22.3K
$1.19M
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-21- 0.04% |
$837 - $908
|
52K
$2.78M
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-35- 0.12% |
$1.4K - $1.51K
|
30.1K
$1.61M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-40- 0.24% |
$1.6K - $1.73K
|
16.9K
$902K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54- 22.5% |
$2.15K - $2.33K
|
186
$9.93K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-60- 8.85% |
$2.39K - $2.59K
|
618
$33K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-62- 0.41% |
$2.47K - $2.68K
|
15K
$800K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-68- 0.5% |
$2.71K - $2.94K
|
13.6K
$725K
|