Latest Institutional Transactions on Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information on the latest institutional transactions involving Alps ETF Tr Oshares U S Qualit (OUSA) 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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.3K- 44.37% |
$175K - $183K
|
4.14K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-162- 4.0% |
$8.59K - $8.99K
|
3.89K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$127K - $133K
|
2.41K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
126New |
$6.68K - $6.99K
|
126
$7.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
296+ 0.92% |
$15.7K - $16.4K
|
32.5K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100New |
$5.3K - $5.55K
|
100
$5.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.7KNew |
$1.79M - $1.87M
|
33.7K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.75KNew |
$358K - $375K
|
6.75K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-200- 4.07% |
$10.6K - $11.1K
|
4.71K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
23+ 0.38% |
$1.22K - $1.28K
|
6.15K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 51.83% |
$111K - $116K
|
6.11K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 2.42% |
$99.6K - $104K
|
75.7K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 5.99% |
$5.3K - $5.55K
|
1.57K
$88.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
140New |
$7.42K - $7.77K
|
140
$7.88K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64KNew |
$373K - $412K
|
7.64K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4KNew |
$195K - $216K
|
4K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 10.82% |
$34.2K - $37.8K
|
7.17K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 1.11% |
$48.9 - $54
|
91
$5.13K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
92New |
$4.5K - $4.97K
|
92
$5.18K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
103New |
$5.03K - $5.56K
|
103
$5.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90+ 180.0% |
$4.4K - $4.86K
|
140
$7.88K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
80New |
$3.91K - $4.32K
|
80
$4.51K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.69K+ 118.1% |
$327K - $361K
|
12.4K
$696K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-237- 31.14% |
$11.6K - $12.8K
|
524
$29.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-314- 22.66% |
$15.3K - $17K
|
1.07K
$60.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
318New |
$15.5K - $17.2K
|
318
$17.9K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.13KNew |
$202K - $223K
|
4.13K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.36K+ 2.9% |
$311K - $343K
|
226K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-794- 1.16% |
$38.8K - $42.9K
|
67.5K
$3.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.11K+ 5.64% |
$54.3K - $60K
|
20.8K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
5.06KNew |
$247K - $273K
|
5.06K
$285K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-127- 64.47% |
$6.21K - $6.86K
|
70
$3.94K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
611New |
$28.6K - $30.6K
|
611
$34.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.79K- 1.66% |
$83.8K - $89.7K
|
106K
$5.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.08K+ 37.86% |
$285K - $305K
|
22.2K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-450- 5.67% |
$21.1K - $22.6K
|
7.48K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$46.9 - $50.1
|
1
$56.3
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-677- 15.8% |
$31.7K - $33.9K
|
3.61K
$203K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
78New |
$3.65K - $3.91K
|
78
$4.39K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1KNew |
$46.9K - $50.1K
|
1K
$56.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$1.64K - $1.75K
|
35
$1.97K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
334+ 5.73% |
$15.3K - $16.5K
|
6.16K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.18K - $7.76K
|
157
$8.84K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.16KNew |
$190K - $206K
|
4.16K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 5.07% |
$73.9K - $79.8K
|
30.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
252+ 2.86% |
$11.5K - $12.5K
|
9.06K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.13K+ 16.09% |
$143K - $155K
|
22.6K
$1.27M
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$50.5K - $57.4K
|
1.25K
$70.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-60- 52.17% |
$2.43K - $2.77K
|
55
$3.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$122 - $138
|
3
$169
|
|