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 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 13.79% |
$10.4K - $11K
|
1.25K
$67K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-219- 1.0% |
$11.4K - $12.1K
|
21.7K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-290- 5.09% |
$15.1K - $16K
|
5.41K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 3.85% |
$15.6K - $16.6K
|
7.48K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-479- 8.01% |
$24.9K - $26.5K
|
5.5K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 1.44% |
$26K - $27.6K
|
34.1K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-508- 0.73% |
$26.4K - $28.1K
|
68.8K
$3.69M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-521- 1.5% |
$27.1K - $28.8K
|
34.1K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-521- 4.0% |
$27.1K - $28.8K
|
12.5K
$670K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-654- 5.69% |
$34K - $36.1K
|
10.8K
$581K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-834- 2.94% |
$43.3K - $46.1K
|
27.5K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 11.93% |
$63.5K - $67.5K
|
9.02K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.25K- 24.68% |
$65.1K - $69.2K
|
3.82K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.47K- 18.19% |
$76.6K - $81.4K
|
6.63K
$355K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.69K- 11.54% |
$87.6K - $93.1K
|
12.9K
$692K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 2.15% |
$99K - $105K
|
86.7K
$4.64M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 4.45% |
$99.3K - $106K
|
41K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.05K- 1.41% |
$107K - $113K
|
143K
$7.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.33K- 20.48% |
$121K - $129K
|
9.04K
$484K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.66K- 22.7% |
$138K - $147K
|
9.06K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.06K- 13.25% |
$159K - $169K
|
20K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37K- 6.03% |
$175K - $186K
|
52.5K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.85K- 37.45% |
$200K - $213K
|
6.43K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.97K- 36.31% |
$258K - $274K
|
8.71K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.04K- 2.14% |
$314K - $334K
|
276K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.78K- 4.0% |
$508K - $540K
|
235K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 0.83% |
$645K - $686K
|
1.48M
$79.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-13.9K- 8.91% |
$725K - $771K
|
143K
$7.63M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.7K- 7.59% |
$867K - $923K
|
203K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.8K- 6.14% |
$1.18M - $1.26M
|
349K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.2K- 6.64% |
$1.41M - $1.5M
|
383K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33.2K- 7.4% |
$1.72M - $1.83M
|
415K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.7K- 9.38% |
$1.8M - $1.92M
|
335K
$18M
|