Latest Institutional Purchases of Alps ETF Tr Oshares U S Qualit (OUSA)
This list provides information on the latest institutional transactions involving Alps ETF Tr Oshares U S Qualit (OUSA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.4K+ 67.77% |
$2.93M - $3.12M
|
140K
$7.24M
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
47.8KNew |
$2.48M - $2.64M
|
47.8K
$2.48M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.4K+ 5.87% |
$1.58M - $1.68M
|
547K
$28.4M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.6K+ 82.47% |
$1.17M - $1.25M
|
50K
$2.59M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16.7K+ 3.72% |
$865K - $920K
|
465K
$24.1M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.75K+ 7.37% |
$351K - $373K
|
98.3K
$5.1M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.08K+ 1.27% |
$160K - $170K
|
246K
$12.8M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.45K+ 3.14% |
$127K - $135K
|
80.4K
$4.17M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
916New |
$47.6K - $50.6K
|
916
$47.5K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
909+ 8.82% |
$47.2K - $50.2K
|
11.2K
$582K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376New |
$19.5K - $20.8K
|
376
$19.5K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
238+ 1.06% |
$12.4K - $13.1K
|
22.6K
$1.17M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
202+ 2.0% |
$10.5K - $11.2K
|
10.3K
$533K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
175+ 2.49% |
$9.09K - $9.67K
|
7.2K
$373K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165+ 8250.0% |
$8.57K - $9.11K
|
167
$8.66K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22+ 0.34% |
$1.14K - $1.22K
|
6.58K
$341K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 0.36% |
$935 - $994
|
5.04K
$261K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16+ 0.12% |
$831 - $884
|
13.8K
$716K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.06% |
$519 - $552
|
16K
$827K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$51.9 - $55.2
|
416
$21.6K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$51.9 - $55.2
|
5.09K
$264K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$51.9 - $55.2
|
379
$19.7K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
123K+ 38.06% |
$6.54M - $6.85M
|
448K
$23.2M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 7.6% |
$5.59M - $5.85M
|
1.49M
$77.4M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.1K+ 34.79% |
$2.87M - $3M
|
210K
$10.9M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 10.61% |
$1.89M - $1.98M
|
371K
$19.3M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.7KNew |
$1.79M - $1.87M
|
33.7K
$1.75M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1K+ 8.25% |
$587K - $615K
|
145K
$7.53M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.75KNew |
$358K - $375K
|
6.75K
$350K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.86K+ 75.06% |
$311K - $325K
|
13.7K
$709K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.83K+ 2.44% |
$309K - $324K
|
244K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 46.65% |
$137K - $143K
|
8.1K
$420K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$127K - $133K
|
2.41K
$125K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 53.69% |
$114K - $120K
|
6.18K
$320K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 51.83% |
$111K - $116K
|
6.11K
$317K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.99KNew |
$106K - $111K
|
1.99K
$103K
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.37K+ 4.65% |
$72.6K - $76K
|
30.8K
$1.6M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.15KNew |
$61K - $63.8K
|
1.15K
$59.6K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 16.38% |
$53.8K - $56.3K
|
7.21K
$374K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
770+ 2.27% |
$40.8K - $42.7K
|
34.7K
$1.8M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
692+ 30.99% |
$36.7K - $38.4K
|
2.93K
$152K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
686+ 0.31% |
$36.4K - $38.1K
|
220K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
569+ 11.29% |
$30.2K - $31.6K
|
5.61K
$291K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
446+ 5.46% |
$23.6K - $24.8K
|
8.61K
$447K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400+ 5.42% |
$21.2K - $22.2K
|
7.78K
$404K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$19.9K - $20.9K
|
376
$19.5K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 3.17% |
$16.7K - $17.5K
|
10.2K
$531K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
296+ 0.92% |
$15.7K - $16.4K
|
32.5K
$1.69M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
200+ 1.77% |
$10.6K - $11.1K
|
11.5K
$597K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
140New |
$7.42K - $7.77K
|
140
$7.26K
|