Purchases and Sales Made in Q1 2023 in Alps ETF Tr Medical Breakthrou (SBIO)
This table provides information about the institutional ownership of Alps ETF Tr Medical Breakthrou (SBIO) during Q1 2023. The information is specifically focused on institutions that hold shares of ALPS ETF TR MEDICAL BREAKTHROU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
77.6K+ 12.69% |
$2.05M - $2.56M
|
689K
$23.3M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
28.6K+ 106.3% |
$757K - $944K
|
55.5K
$1.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
28.2KNew |
$746K - $931K
|
28.2K
$954K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.1KNew |
$665K - $830K
|
25.1K
$850K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 19.09% |
$553K - $689K
|
130K
$4.41M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
10KNew |
$266K - $331K
|
10K
$340K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
489+ 0.67% |
$12.9K - $16.1K
|
73.3K
$2.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
248+ 3.18% |
$6.56K - $8.18K
|
8.05K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
200+ 36.36% |
$5.29K - $6.6K
|
750
$25.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
100New |
$2.65K - $3.3K
|
100
$3.38K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-50- 8.83% |
$1.32K - $1.65K
|
516
$17.5K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 26.32% |
$2.65K - $3.3K
|
280
$9.47K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-178- 0.74% |
$4.71K - $5.87K
|
24K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-338- 0.37% |
$8.94K - $11.2K
|
90.6K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-442- 12.13% |
$11.7K - $14.6K
|
3.2K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-545- 32.42% |
$14.4K - $18K
|
1.14K
$38.4K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.24K- 8.81% |
$32.7K - $40.9K
|
12.8K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 13.72% |
$36.5K - $45.6K
|
8.69K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.56K- 8.32% |
$41.2K - $51.4K
|
17.2K
$581K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.63K- 3.23% |
$43.1K - $53.8K
|
48.8K
$1.65M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.92K- 12.28% |
$77.2K - $96.3K
|
20.9K
$705K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.37K- 98.13% |
$115K - $144K
|
83
$2.81K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.4K- 12.3% |
$116K - $145K
|
31.4K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21K- 15.56% |
$556K - $694K
|
114K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.2K- 82.73% |
$588K - $734K
|
4.64K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.8K- 69.08% |
$1.18M - $1.48M
|
20K
$678K
|