Latest Institutional Transactions on Alps ETF Tr Oshares Global Int (OGIG)
This table provides information on the latest institutional transactions involving Alps ETF Tr Oshares Global Int (OGIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
42New |
$1.22K - $1.55K
|
42
$1.98K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21+ 123.53% |
$611 - $773
|
38
$1.79K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.4K- 99.69% |
$710K - $898K
|
75
$3.54K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-90- 60.0% |
$2.62K - $3.31K
|
60
$2.83K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
523New |
$15.2K - $19.2K
|
523
$24.7K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-152- 51.35% |
$4.42K - $5.59K
|
144
$6.8K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 1.14% |
$451 - $518
|
1.3K
$61.4K
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
92.3KNew |
$2.78M - $3.19M
|
92.3K
$4.36M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
110New |
$3.31K - $3.8K
|
110
$5.19K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$325K - $373K
|
10.8K
$510K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
26KNew |
$782K - $898K
|
26K
$1.23M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-60- 16.67% |
$1.8K - $2.07K
|
300
$14.2K
|
|
Q2 2023 | |||||||
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-397Closed |
$10.5K - $13.1K
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.3KNew |
$457K - $570K
|
17.3K
$816K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.66KNew |
$43.9K - $54.7K
|
1.66K
$78.3K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-133- 1.88% |
$3.52K - $4.39K
|
6.96K
$329K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.23KNew |
$191K - $239K
|
7.23K
$341K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-52- 0.75% |
$1.38K - $1.72K
|
6.92K
$327K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
7.07KNew |
$187K - $233K
|
7.07K
$334K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
4.87K+ 6.21% |
$116K - $146K
|
83.3K
$3.93M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
63New |
$1.5K - $1.89K
|
63
$2.97K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.66KNew |
$39.6K - $49.9K
|
1.66K
$78.5K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-109- 44.86% |
$2.59K - $3.27K
|
134
$6.33K
|
|
Q4 2022 | |||||||
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
35New |
$757 - $956
|
35
$1.65K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
297New |
$6.42K - $8.11K
|
297
$14K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.77K- 39.36% |
$38.2K - $48.3K
|
2.73K
$129K
|
|
Q3 2022 | |||||||
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.48KClosed |
$189K - $242K
|
0
$0
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.99K- 58.93% |
$126K - $162K
|
3.48K
$164K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 89.47% |
$459K - $586K
|
38.4K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-80- 11.19% |
$2.02K - $2.59K
|
635
$30K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.8K- 22.52% |
$273K - $349K
|
37.1K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.06K+ 3436.44% |
$103K - $131K
|
4.17K
$197K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-161- 42.48% |
$4.07K - $5.21K
|
218
$10.3K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.15KNew |
$29.1K - $37.2K
|
1.15K
$54.3K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$127 - $162
|
5
$236
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-154K- 25.02% |
$3.9M - $4.98M
|
462K
$21.8M
|
|
Q2 2022 | |||||||
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
255+ 9.04% |
$6.5K - $10.2K
|
3.08K
$145K
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13.4KNew |
$341K - $534K
|
13.4K
$631K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
275New |
$7.01K - $11K
|
275
$13K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72New |
$1.84K - $2.88K
|
72
$3.4K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.51KNew |
$217K - $340K
|
8.51K
$402K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$6.37K - $9.99K
|
250
$11.8K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
350New |
$8.92K - $14K
|
350
$16.5K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
250New |
$6.37K - $9.99K
|
250
$11.8K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
15KNew |
$381K - $597K
|
15K
$706K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
24New |
$612 - $959
|
24
$1.13K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
35New |
$892 - $1.4K
|
35
$1.65K
|