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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 1.41% |
$2.99K - $3.24K
|
5.23K
$285K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-86- 1.09% |
$3.43K - $3.72K
|
7.77K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-98- 7.2% |
$3.91K - $4.24K
|
1.26K
$68.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-148- 2.83% |
$5.9K - $6.4K
|
5.08K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-200- 3.91% |
$7.98K - $8.65K
|
4.91K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-250- 88.03% |
$9.97K - $10.8K
|
34
$1.85K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-260- 2.24% |
$10.4K - $11.2K
|
11.4K
$620K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-500- 4.45% |
$19.9K - $21.6K
|
10.7K
$586K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-511- 99.61% |
$20.4K - $22.1K
|
2
$109
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-600- 51.06% |
$23.9K - $25.9K
|
575
$31.3K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-604- 5.83% |
$24.1K - $26.1K
|
9.76K
$532K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-793- 4.54% |
$31.6K - $34.3K
|
16.7K
$910K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-996- 0.93% |
$39.7K - $43.1K
|
106K
$5.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.13K- 4.76% |
$45.2K - $49K
|
22.7K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.31K- 11.7% |
$52.4K - $56.8K
|
9.92K
$541K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.36K- 7.2% |
$54.3K - $58.8K
|
17.5K
$957K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.37K- 0.89% |
$54.8K - $59.4K
|
153K
$8.36M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.91K- 2.75% |
$76.2K - $82.6K
|
67.6K
$3.68M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.08K- 24.94% |
$83K - $89.9K
|
6.26K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 4.3% |
$92.6K - $100K
|
51.7K
$2.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.42K- 9.94% |
$96.5K - $105K
|
21.9K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3K- 22.22% |
$120K - $130K
|
10.5K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.37K- 1.95% |
$134K - $146K
|
169K
$9.21M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 29.31% |
$144K - $156K
|
8.68K
$473K
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.67K- 3.02% |
$146K - $159K
|
118K
$6.43M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.6K- 3.8% |
$184K - $199K
|
116K
$6.35M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.19K- 4.58% |
$207K - $224K
|
108K
$5.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.82K- 10.31% |
$232K - $252K
|
50.7K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.24K- 3.0% |
$329K - $356K
|
266K
$14.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.8K- 2.1% |
$432K - $468K
|
504K
$27.5M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-11.4K- 20.65% |
$456K - $494K
|
43.9K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.1K- 6.62% |
$562K - $609K
|
199K
$10.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15.1K- 21.45% |
$601K - $651K
|
55.2K
$3.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.7K- 20.1% |
$2.5M - $2.71M
|
249K
$13.6M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-86.4K- 97.63% |
$3.45M - $3.74M
|
2.1K
$114K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-98.2K- 93.46% |
$3.92M - $4.25M
|
6.87K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-176K- 10.35% |
$7.03M - $7.63M
|
1.53M
$83.3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-268K- 13.06% |
$10.7M - $11.6M
|
1.78M
$97.2M
|