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 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 0.1% |
$730 - $830
|
17.6K
$947K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.15% |
$365 - $415
|
6.15K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$122 - $138
|
3
$161
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.23% |
$81.1 - $92.2
|
888
$47.8K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.64% |
$81.1 - $92.2
|
315
$17K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$40.6 - $46.1
|
5.08K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$40.6 - $46.1
|
15K
$808K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.12% |
$40.6 - $46.1
|
851
$45.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.04% |
$162 - $184
|
9.82K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-60- 52.17% |
$2.43K - $2.77K
|
55
$2.96K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75- 0.96% |
$3.04K - $3.46K
|
7.74K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-197- 1.11% |
$7.99K - $9.08K
|
17.5K
$940K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-217- 4.82% |
$8.8K - $10K
|
4.28K
$230K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 3.9% |
$12.2K - $13.8K
|
7.38K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-556- 0.23% |
$22.6K - $25.6K
|
241K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-671- 6.83% |
$27.2K - $30.9K
|
9.15K
$492K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-920- 4.21% |
$37.3K - $42.4K
|
20.9K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 1.62% |
$47.9K - $54.5K
|
71.6K
$3.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.21K- 1.91% |
$48.9K - $55.5K
|
61.9K
$3.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.3K- 9.01% |
$52.8K - $60.1K
|
13.2K
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.97K- 12.39% |
$79.8K - $90.7K
|
13.9K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.17K- 29.13% |
$88.1K - $100K
|
5.28K
$284K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.31K- 4.42% |
$93.8K - $107K
|
50K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.42K- 21.1% |
$98.2K - $112K
|
9.05K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.42K- 7.88% |
$139K - $158K
|
40K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.46K- 1.46% |
$140K - $160K
|
234K
$12.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.59K- 19.01% |
$146K - $166K
|
15.3K
$824K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.76K- 4.15% |
$193K - $220K
|
110K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.77K- 68.95% |
$193K - $220K
|
2.15K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5.3K- 21.41% |
$215K - $244K
|
19.5K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.99K- 52.86% |
$243K - $276K
|
5.35K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.23K- 7.47% |
$253K - $287K
|
77.2K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.84K- 4.86% |
$359K - $408K
|
173K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.5K- 68.53% |
$630K - $716K
|
7.14K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.1K- 12.87% |
$857K - $974K
|
143K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-242K- 30.81% |
$9.81M - $11.2M
|
543K
$29.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-879K- 57.14% |
$35.6M - $40.5M
|
659K
$35.5M
|