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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-244- 0.46% |
$10.2K - $11K
|
53K
$2.88M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-269- 0.7% |
$11.3K - $12.1K
|
38.4K
$2.09M
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-451- 1.51% |
$18.9K - $20.3K
|
29.5K
$1.6M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-564- 3.41% |
$23.6K - $25.4K
|
16K
$869K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-580- 3.85% |
$24.3K - $26.1K
|
14.5K
$787K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-627- 0.62% |
$26.3K - $28.3K
|
100K
$5.44M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-693- 9.17% |
$29.1K - $31.2K
|
6.87K
$373K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-776- 9.96% |
$32.5K - $35K
|
7.02K
$382K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-816- 1.15% |
$34.2K - $36.8K
|
69.9K
$3.8M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-849- 5.35% |
$35.6K - $38.3K
|
15K
$816K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.45K- 11.25% |
$61K - $65.5K
|
11.5K
$624K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.27K- 4.28% |
$95.2K - $102K
|
50.7K
$2.76M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.07K- 11.91% |
$129K - $138K
|
22.7K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.75K- 7.95% |
$157K - $169K
|
43.4K
$2.36M
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-4.03K- 17.57% |
$169K - $182K
|
18.9K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.02K- 57.25% |
$294K - $316K
|
5.24K
$285K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10K- 6.62% |
$419K - $451K
|
141K
$7.67M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-10.6K- 24.63% |
$446K - $480K
|
32.6K
$1.77M
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.7K- 43.79% |
$701K - $754K
|
21.5K
$1.17M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-19.4K- 79.44% |
$814K - $875K
|
5.03K
$273K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.8K- 8.76% |
$956K - $1.03M
|
238K
$12.9M
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-22.8K- 67.36% |
$957K - $1.03M
|
11.1K
$602K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121K- 7.28% |
$5.06M - $5.44M
|
1.54M
$83.6M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-121K- 8.12% |
$5.09M - $5.47M
|
1.37M
$74.8M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-125K- 13.71% |
$5.23M - $5.62M
|
785K
$42.7M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-185K- 71.71% |
$7.74M - $8.32M
|
72.8K
$3.96M
|