Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
239KNew |
$11.2M - $12M
|
239K
$13M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
219KNew |
$10.2M - $11M
|
219K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.5K+ 10.93% |
$2.37M - $2.53M
|
513K
$27.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.6K+ 14.29% |
$2.09M - $2.24M
|
357K
$19.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 38.55% |
$925K - $990K
|
71K
$3.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$779K - $833K
|
16.6K
$904K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.9KNew |
$602K - $645K
|
12.9K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
11.6KNew |
$545K - $584K
|
11.6K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.79K+ 3.67% |
$412K - $440K
|
248K
$13.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
8.36KNew |
$391K - $419K
|
8.36K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.98K+ 3.08% |
$327K - $350K
|
234K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.08K+ 37.86% |
$285K - $305K
|
22.2K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.67KNew |
$266K - $284K
|
5.67K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.53KNew |
$259K - $277K
|
5.53K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.04KNew |
$236K - $253K
|
5.04K
$274K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.2K+ 14.85% |
$197K - $211K
|
32.5K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.9K+ 29.6% |
$183K - $195K
|
17.1K
$928K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.84K+ 1.78% |
$180K - $193K
|
220K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.84K+ 7.19% |
$133K - $142K
|
42.3K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.55K+ 2.59% |
$119K - $128K
|
101K
$5.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.35KNew |
$63.2K - $67.7K
|
1.35K
$73.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 11.52% |
$59.5K - $63.6K
|
12.3K
$668K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07K+ 16.52% |
$50K - $53.5K
|
7.53K
$409K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1KNew |
$46.9K - $50.1K
|
1K
$54.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
762+ 0.52% |
$35.7K - $38.2K
|
147K
$8M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
721+ 7.68% |
$33.8K - $36.2K
|
10.1K
$550K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
705+ 12.88% |
$33K - $35.3K
|
6.18K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
611New |
$28.6K - $30.6K
|
611
$33.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
455+ 0.7% |
$21.3K - $22.8K
|
65.3K
$3.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
314+ 29.29% |
$14.7K - $15.7K
|
1.39K
$75.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
250+ 1.81% |
$11.7K - $12.5K
|
14.1K
$766K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
197New |
$9.23K - $9.88K
|
197
$10.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
113+ 0.51% |
$5.29K - $5.67K
|
22.3K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
104+ 0.72% |
$4.87K - $5.21K
|
14.5K
$789K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
94+ 0.72% |
$4.4K - $4.71K
|
13.2K
$719K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
78New |
$3.65K - $3.91K
|
78
$4.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59+ 0.97% |
$2.76K - $2.96K
|
6.13K
$333K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 6.32% |
$2.53K - $2.71K
|
908
$49.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$2.34K - $2.51K
|
50
$2.72K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47+ 0.41% |
$2.2K - $2.36K
|
11.6K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
41+ 0.13% |
$1.92K - $2.06K
|
32.7K
$1.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$1.64K - $1.75K
|
35
$1.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
26+ 0.4% |
$1.22K - $1.3K
|
6.52K
$354K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
25+ 0.41% |
$1.17K - $1.25K
|
6.11K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.43% |
$93.7 - $100
|
462
$25.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.63% |
$93.7 - $100
|
318
$17.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.49% |
$93.7 - $100
|
412
$22.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$46.9 - $50.1
|
1
$54.4
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$46.9 - $50.1
|
5.09K
$277K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|