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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-25- 0.6% |
$1.17K - $1.25K
|
4.15K
$226K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-40- 0.58% |
$1.87K - $2.01K
|
6.82K
$371K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-164- 1.59% |
$7.68K - $8.22K
|
10.1K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-171- 0.15% |
$8.01K - $8.57K
|
116K
$6.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-280- 1.28% |
$13.1K - $14K
|
21.6K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-450- 5.67% |
$21.1K - $22.6K
|
7.48K
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-520- 7.44% |
$24.4K - $26.1K
|
6.47K
$352K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-530- 3.62% |
$24.8K - $26.6K
|
14.1K
$768K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-677- 15.8% |
$31.7K - $33.9K
|
3.61K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-739- 4.34% |
$34.6K - $37.1K
|
16.3K
$885K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-800- 1.55% |
$37.5K - $40.1K
|
50.7K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-983- 12.32% |
$46.1K - $49.3K
|
7K
$381K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.26K- 2.51% |
$58.8K - $62.9K
|
48.8K
$2.65M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.3K- 3.95% |
$60.8K - $65K
|
31.6K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.31K- 16.7% |
$61.1K - $65.4K
|
6.51K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.38K- 9.35% |
$64.6K - $69.1K
|
13.4K
$727K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.5K- 22.0% |
$70.3K - $75.2K
|
5.32K
$289K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.72K- 6.93% |
$80.4K - $86.1K
|
23K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.79K- 1.66% |
$83.8K - $89.7K
|
106K
$5.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.87K- 4.99% |
$87.7K - $93.9K
|
35.7K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.91K- 25.5% |
$89.6K - $95.9K
|
5.59K
$304K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.52K- 2.46% |
$118K - $126K
|
99.8K
$5.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.61K- 3.68% |
$122K - $131K
|
68.3K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.99K- 42.45% |
$140K - $150K
|
4.05K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.15K- 3.3% |
$147K - $158K
|
92.3K
$5.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.44K- 1.92% |
$208K - $222K
|
227K
$12.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.96K- 30.05% |
$279K - $299K
|
13.9K
$754K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.03K- 3.77% |
$282K - $302K
|
154K
$8.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.67K- 12.41% |
$312K - $334K
|
47K
$2.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.91K- 1.08% |
$324K - $346K
|
632K
$34.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.95K- 51.8% |
$466K - $499K
|
9.26K
$504K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-14.7K- 42.74% |
$690K - $738K
|
19.7K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37K- 2.56% |
$1.73M - $1.86M
|
1.41M
$76.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37K- 2.56% |
$1.73M - $1.86M
|
1.41M
$76.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.2K- 43.89% |
$2.63M - $2.82M
|
71.8K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.9K- 11.89% |
$2.81M - $3M
|
444K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-298K- 46.08% |
$14M - $15M
|
349K
$19M
|