Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
199KNew |
$8.09M - $9.19M
|
199K
$10.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
115KNew |
$4.64M - $5.28M
|
115K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.9K+ 5.59% |
$3.12M - $3.54M
|
1.45M
$77.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.8K+ 2.96% |
$1.69M - $1.93M
|
1.45M
$77.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
31.6KNew |
$1.28M - $1.46M
|
31.6K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
27KNew |
$1.09M - $1.24M
|
27K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.7KNew |
$1M - $1.14M
|
24.7K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.3K+ 4.38% |
$945K - $1.07M
|
556K
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.8K+ 3.59% |
$724K - $823K
|
515K
$27.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.8K+ 334.18% |
$681K - $774K
|
21.8K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 11.99% |
$515K - $585K
|
119K
$6.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.5KNew |
$468K - $532K
|
11.5K
$616K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6K+ 17.69% |
$432K - $490K
|
70.8K
$3.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
10.1K+ 11595.4% |
$409K - $465K
|
10.2K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.13KNew |
$370K - $421K
|
9.13K
$488K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
8.64KNew |
$350K - $398K
|
8.64K
$461K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.56K+ 3.7% |
$307K - $349K
|
212K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.04KNew |
$285K - $324K
|
7.04K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.27K+ 428.48% |
$254K - $289K
|
7.74K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.04K+ 115.19% |
$245K - $278K
|
11.3K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.83KNew |
$236K - $268K
|
5.83K
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.64KNew |
$188K - $214K
|
4.64K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.96K+ 2.1% |
$120K - $137K
|
144K
$7.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.82K+ 13.13% |
$114K - $130K
|
24.3K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.24K+ 2.24% |
$90.8K - $103K
|
102K
$5.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 4.06% |
$87.2K - $99.1K
|
55.2K
$2.95M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$50.5K - $57.4K
|
1.25K
$66.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 2.34% |
$48.1K - $54.7K
|
51.9K
$2.77M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
949+ 13.52% |
$38.5K - $43.7K
|
7.97K
$425K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
802+ 14.24% |
$32.5K - $37K
|
6.44K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
790+ 7.14% |
$32K - $36.4K
|
11.9K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
761New |
$30.9K - $35.1K
|
761
$40.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
579+ 0.83% |
$23.5K - $26.7K
|
70.5K
$3.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
424New |
$17.2K - $19.5K
|
424
$22.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
384New |
$15.6K - $17.7K
|
384
$20.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
310+ 5.39% |
$12.6K - $14.3K
|
6.06K
$324K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
282New |
$11.4K - $13K
|
282
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
268+ 1.22% |
$10.9K - $12.4K
|
22.2K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
224+ 0.71% |
$9.09K - $10.3K
|
31.9K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
222+ 0.58% |
$9K - $10.2K
|
38.6K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
160New |
$6.49K - $7.37K
|
160
$8.54K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
159+ 0.99% |
$6.45K - $7.33K
|
16.1K
$862K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
124+ 275.56% |
$5.03K - $5.72K
|
169
$9.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 0.92% |
$4.06K - $4.61K
|
11K
$588K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
100+ 1.77% |
$4.06K - $4.61K
|
5.76K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100New |
$4.06K - $4.61K
|
100
$5.34K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
47+ 0.14% |
$1.91K - $2.17K
|
32.6K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
34+ 0.2% |
$1.38K - $1.57K
|
16.7K
$889K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
30+ 0.5% |
$1.22K - $1.38K
|
6.06K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 0.3% |
$811 - $922
|
6.78K
$362K
|