Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-57- 0.4% |
$2.11K - $2.47K
|
14.3K
$771K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-71- 0.61% |
$2.63K - $3.08K
|
11.5K
$619K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-211- 0.37% |
$7.81K - $9.14K
|
56.1K
$3.02M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-287- 1.96% |
$10.6K - $12.4K
|
14.4K
$773K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 2.24% |
$11.1K - $13K
|
13.1K
$704K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-425- 2.25% |
$15.7K - $18.4K
|
18.5K
$993K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-561- 7.25% |
$20.8K - $24.3K
|
7.18K
$386K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-636- 1.56% |
$23.5K - $27.6K
|
40.2K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-825- 4.44% |
$30.5K - $35.7K
|
17.7K
$955K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 3.6% |
$43.1K - $50.5K
|
31.2K
$1.68M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.2K- 13.27% |
$44.4K - $52K
|
7.84K
$422K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.02K- 3.41% |
$74.7K - $87.4K
|
57.1K
$3.07M
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.19K- 7.83% |
$80.9K - $94.7K
|
25.7K
$1.39M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.24K- 10.62% |
$83K - $97.2K
|
18.9K
$1.02M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.53K- 4.23% |
$93.7K - $110K
|
57.4K
$3.09M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.53K- 4.23% |
$93.7K - $110K
|
57.4K
$3.09M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.82K- 2.98% |
$104K - $122K
|
92K
$4.95M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.35K- 2.74% |
$124K - $145K
|
119K
$6.39M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.75K- 24.78% |
$139K - $163K
|
11.4K
$613K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.72K- 1.61% |
$212K - $248K
|
349K
$18.8M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.24K- 3.73% |
$268K - $314K
|
187K
$10.1M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.13K- 13.93% |
$338K - $396K
|
56.4K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.1K- 0.68% |
$449K - $526K
|
1.78M
$95.7M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.3K- 2.16% |
$455K - $533K
|
556K
$29.9M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.8K- 9.13% |
$771K - $902K
|
207K
$11.1M
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-23.1K- 22.08% |
$857K - $1M
|
81.6K
$4.39M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-455K- 15.62% |
$16.8M - $19.7M
|
2.45M
$132M
|