Purchases and Sales Made in Q3 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.4KNew |
$3.5M - $3.76M
|
83.4K
$4.5M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63.1KNew |
$2.65M - $2.84M
|
63.1K
$3.4M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.3K+ 45.43% |
$2.15M - $2.31M
|
164K
$8.85M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.9K+ 5.53% |
$1.17M - $1.26M
|
532K
$28.7M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26K+ 12.1% |
$1.09M - $1.17M
|
241K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.9K+ 11.58% |
$792K - $851K
|
182K
$9.81M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.6K+ 16.67% |
$360K - $387K
|
60.1K
$3.24M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.63KNew |
$236K - $254K
|
5.63K
$304K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.4K+ 2.2% |
$185K - $198K
|
205K
$11M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.17KNew |
$175K - $188K
|
4.17K
$225K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.37KNew |
$141K - $152K
|
3.37K
$182K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 2.86% |
$124K - $133K
|
106K
$5.7M
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 2.55% |
$120K - $129K
|
115K
$6.19M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.17KNew |
$91.1K - $97.9K
|
2.17K
$117K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.5KNew |
$62.9K - $67.6K
|
1.5K
$80.9K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 6.85% |
$58.8K - $63.2K
|
21.9K
$1.18M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 13.64% |
$57.1K - $61.3K
|
11.3K
$611K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.21K+ 21.26% |
$50.8K - $54.6K
|
6.91K
$373K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.09K+ 4.59% |
$45.6K - $49K
|
24.8K
$1.33M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 9.23% |
$44.2K - $47.5K
|
12.5K
$673K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 6.78% |
$42.3K - $45.5K
|
15.9K
$856K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
964New |
$40.4K - $43.4K
|
964
$52K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
938New |
$39.3K - $42.3K
|
938
$50.6K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
852New |
$35.7K - $38.4K
|
852
$45.9K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
558+ 61.59% |
$23.4K - $25.1K
|
1.46K
$78.9K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
550+ 6.63% |
$23.1K - $24.8K
|
8.85K
$477K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
444+ 0.86% |
$18.6K - $20K
|
52.3K
$2.82M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
227+ 1.3% |
$9.52K - $10.2K
|
17.7K
$953K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$6.29K - $6.76K
|
150
$8.09K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115New |
$4.82K - $5.18K
|
115
$6.2K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$4.19K - $4.51K
|
100
$5.39K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
82+ 10.2% |
$3.44K - $3.69K
|
886
$47.8K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
54+ 0.25% |
$2.26K - $2.43K
|
21.9K
$1.18M
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
39+ 0.49% |
$1.64K - $1.76K
|
8.02K
$432K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
29+ 0.48% |
$1.22K - $1.31K
|
6.03K
$325K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.09% |
$629 - $676
|
17.6K
$948K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.16% |
$377 - $406
|
5.75K
$310K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$83.9 - $90.1
|
9.82K
$529K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.39% |
$83.9 - $90.1
|
517
$27.9K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.04% |
$83.9 - $90.1
|
5.08K
$274K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.32% |
$41.9 - $45.1
|
313
$16.9K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.02% |
$41.9 - $45.1
|
4.5K
$243K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 22.73% |
$419 - $451
|
34
$1.83K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.27% |
$1.26K - $1.35K
|
10.9K
$588K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37- 0.49% |
$1.55K - $1.67K
|
7.46K
$402K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-44- 0.26% |
$1.84K - $1.98K
|
16.6K
$896K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-45- 50.0% |
$1.89K - $2.03K
|
45
$2.43K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-223- 0.7% |
$9.35K - $10K
|
31.7K
$1.71M
|