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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
160New |
$6.49K - $7.37K
|
160
$8.75K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.64KNew |
$188K - $214K
|
4.64K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$4.06K - $4.61K
|
100
$5.47K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
282New |
$11.4K - $13K
|
282
$15.4K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
39+ 0.49% |
$1.64K - $1.76K
|
8.02K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.39% |
$83.9 - $90.1
|
517
$28.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.17KNew |
$91.1K - $97.9K
|
2.17K
$119K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115New |
$4.82K - $5.18K
|
115
$6.29K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
964New |
$40.4K - $43.4K
|
964
$52.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-693- 9.17% |
$29.1K - $31.2K
|
6.87K
$375K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$6.29K - $6.76K
|
150
$8.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
938New |
$39.3K - $42.3K
|
938
$51.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.5KNew |
$62.9K - $67.6K
|
1.5K
$82K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 22.73% |
$419 - $451
|
34
$1.86K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$4.19K - $4.51K
|
100
$5.47K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
800New |
$33.2K - $35.2K
|
800
$43.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.3% |
$83 - $88
|
662
$36.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
455New |
$18.9K - $20K
|
455
$24.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.86K- 54.42% |
$243K - $258K
|
4.91K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.6KNew |
$191K - $202K
|
4.6K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.5KNew |
$1.23M - $1.3M
|
29.5K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-5.25K- 50.0% |
$218K - $231K
|
5.25K
$287K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50New |
$1.99K - $2.16K
|
50
$2.73K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-86.4K- 97.63% |
$3.45M - $3.74M
|
2.1K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
552New |
$22K - $23.9K
|
552
$30.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
571New |
$22.8K - $24.7K
|
571
$31.2K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
28.9K+ 90.46% |
$1.15M - $1.25M
|
60.9K
$3.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
300New |
$12K - $13K
|
300
$16.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15.1K- 21.45% |
$601K - $651K
|
55.2K
$3.02M
|
|
| Q4 2022 | |||||||
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80Closed |
$2.96K - $3.47K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.1KClosed |
$263K - $308K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.2KNew |
$230K - $269K
|
6.2K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
650New |
$24.1K - $28.2K
|
650
$35.5K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
135New |
$5K - $5.85K
|
135
$7.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.76KNew |
$65.1K - $76.2K
|
1.76K
$96.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
20New |
$740 - $867
|
20
$1.09K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.25KNew |
$83.3K - $97.5K
|
2.25K
$123K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.08K- 7.24% |
$40.1K - $46.9K
|
13.9K
$758K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.74K- 34.97% |
$102K - $119K
|
5.1K
$279K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-237- 2.06% |
$8.77K - $10.3K
|
11.3K
$616K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
42New |
$1.55K - $1.82K
|
42
$2.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
895New |
$33.1K - $38.8K
|
895
$48.9K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
419New |
$15.5K - $18.2K
|
419
$22.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.02K- 3.41% |
$74.7K - $87.4K
|
57.1K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.33% |
$222 - $260
|
1.82K
$99.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 3.6% |
$43.1K - $50.5K
|
31.2K
$1.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
19+ 0.37% |
$703 - $823
|
5.11K
$279K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
2.25K+ 3.93% |
$83.4K - $97.6K
|
59.6K
$3.26M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
86New |
$3.18K - $3.73K
|
86
$4.7K
|
|