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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.08K+ 37.86% |
$285K - $305K
|
22.2K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-450- 5.67% |
$21.1K - $22.6K
|
7.48K
$403K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$46.9 - $50.1
|
1
$53.9
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
25+ 0.41% |
$1.17K - $1.25K
|
6.11K
$329K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-677- 15.8% |
$31.7K - $33.9K
|
3.61K
$194K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1KNew |
$46.9K - $50.1K
|
1K
$53.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
78New |
$3.65K - $3.91K
|
78
$4.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$1.64K - $1.75K
|
35
$1.89K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-242- 39.16% |
$11.1K - $12K
|
376
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
334+ 5.73% |
$15.3K - $16.5K
|
6.16K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.18K - $7.76K
|
157
$8.46K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.16KNew |
$190K - $206K
|
4.16K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 5.07% |
$73.9K - $79.8K
|
30.3K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
252+ 2.86% |
$11.5K - $12.5K
|
9.06K
$488K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.13K+ 16.09% |
$143K - $155K
|
22.6K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
822+ 461.8% |
$37.6K - $40.6K
|
1K
$53.9K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$50.5K - $57.4K
|
1.25K
$67.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
384New |
$15.6K - $17.7K
|
384
$20.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 3.9% |
$12.2K - $13.8K
|
7.38K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-60- 52.17% |
$2.43K - $2.77K
|
55
$2.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$122 - $138
|
3
$162
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-671- 6.83% |
$27.2K - $30.9K
|
9.15K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.5KNew |
$468K - $532K
|
11.5K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100New |
$4.06K - $4.61K
|
100
$5.39K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
115KNew |
$4.64M - $5.28M
|
115K
$6.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
424New |
$17.2K - $19.5K
|
424
$22.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.64KNew |
$188K - $214K
|
4.64K
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$4.06K - $4.61K
|
100
$5.39K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
160New |
$6.49K - $7.37K
|
160
$8.62K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
282New |
$11.4K - $13K
|
282
$15.2K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
39+ 0.49% |
$1.64K - $1.76K
|
8.02K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.39% |
$83.9 - $90.1
|
517
$27.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.17KNew |
$91.1K - $97.9K
|
2.17K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115New |
$4.82K - $5.18K
|
115
$6.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-451- 1.51% |
$18.9K - $20.3K
|
29.5K
$1.59M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-693- 9.17% |
$29.1K - $31.2K
|
6.87K
$370K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
964New |
$40.4K - $43.4K
|
964
$52K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$6.29K - $6.76K
|
150
$8.09K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
938New |
$39.3K - $42.3K
|
938
$50.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.5KNew |
$62.9K - $67.6K
|
1.5K
$80.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 22.73% |
$419 - $451
|
34
$1.83K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$4.19K - $4.51K
|
100
$5.39K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
800New |
$33.2K - $35.2K
|
800
$43.1K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.3% |
$83 - $88
|
662
$35.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
455New |
$18.9K - $20K
|
455
$24.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.86K- 54.42% |
$243K - $258K
|
4.91K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.6KNew |
$191K - $202K
|
4.6K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.5KNew |
$1.23M - $1.3M
|
29.5K
$1.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5KNew |
$208K - $220K
|
5K
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.85K- 94.86% |
$76.6K - $81.2K
|
100
$5.39K
|
|