Purchases and Sales Made in Q1 2025 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 2025. 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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.4K+ 67.77% |
$2.93M - $3.12M
|
140K
$7.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
47.8KNew |
$2.48M - $2.64M
|
47.8K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.2K+ 95.98% |
$1.99M - $2.11M
|
78K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.2K+ 164.46% |
$1.83M - $1.95M
|
56.7K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.4K+ 100.18% |
$1.63M - $1.73M
|
62.7K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.4K+ 5.87% |
$1.58M - $1.68M
|
547K
$29.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.6K+ 82.47% |
$1.17M - $1.25M
|
50K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$1.05M - $1.11M
|
20.2K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16.7K+ 3.72% |
$865K - $920K
|
465K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.96KNew |
$517K - $550K
|
9.96K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.85K+ 4.22% |
$460K - $489K
|
218K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.58KNew |
$394K - $419K
|
7.58K
$406K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.53K+ 257.44% |
$391K - $416K
|
10.5K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.75K+ 7.37% |
$351K - $373K
|
98.3K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.88K+ 8.33% |
$254K - $270K
|
63.5K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.05KNew |
$210K - $224K
|
4.05K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.08K+ 1.27% |
$160K - $170K
|
246K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.45K+ 3.14% |
$127K - $135K
|
80.4K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.56K+ 25.21% |
$80.9K - $86K
|
7.73K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.54K+ 17.9% |
$80.1K - $85.2K
|
10.2K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
916New |
$47.6K - $50.6K
|
916
$49.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
909+ 8.82% |
$47.2K - $50.2K
|
11.2K
$601K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
717+ 2.33% |
$37.2K - $39.6K
|
31.5K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
662+ 0.64% |
$34.4K - $36.6K
|
105K
$5.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376New |
$19.5K - $20.8K
|
376
$20.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
238+ 1.06% |
$12.4K - $13.1K
|
22.6K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
202+ 2.0% |
$10.5K - $11.2K
|
10.3K
$551K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
175+ 2.49% |
$9.09K - $9.67K
|
7.2K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165+ 8250.0% |
$8.57K - $9.11K
|
167
$8.94K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
139New |
$7.22K - $7.68K
|
139
$7.44K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22+ 0.34% |
$1.14K - $1.22K
|
6.58K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 0.36% |
$935 - $994
|
5.04K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16+ 0.12% |
$831 - $884
|
13.8K
$740K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.06% |
$519 - $552
|
16K
$855K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$51.9 - $55.2
|
6.92K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$51.9 - $55.2
|
416
$22.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$51.9 - $55.2
|
379
$20.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$51.9 - $55.2
|
5.09K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.21% |
$51.9 - $55.2
|
467
$25K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.31% |
$51.9 - $55.2
|
321
$17.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10- 0.12% |
$519 - $552
|
8.14K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13- 0.18% |
$675 - $718
|
7.2K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-41- 0.73% |
$2.13K - $2.26K
|
5.57K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52- 0.23% |
$2.7K - $2.87K
|
22.6K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68- 0.94% |
$3.53K - $3.76K
|
7.2K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-102- 99.03% |
$5.3K - $5.63K
|
1
$53.6
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-159- 90.86% |
$8.26K - $8.78K
|
16
$857
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-178- 0.5% |
$9.25K - $9.83K
|
35.5K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-190- 6.08% |
$9.87K - $10.5K
|
2.93K
$157K
|