Institutional Ownership Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Qualit (OUSA). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 7.34 Million shares, which have been reported (via 13F filing form) to have a value of $394 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,410,016
shares
|
$75.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
631,972
shares
|
$34 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
512,813
shares
|
$27.6 Million
0.0% of portfolio
|
Q2 2024
Added 10.93%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
443,873
shares
|
$23.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
356,894
shares
|
$19.2 Million
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
349,081
shares
|
$18.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 46.08%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
248,184
shares
|
$13.3 Million
0.07% of portfolio
|
Q2 2024
Added 3.67%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
239,162
shares
|
$12.9 Million
4.19% of portfolio
|
Q2 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
233,502
shares
|
$12.6 Million
0.56% of portfolio
|
Q2 2024
Added 3.08%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
227,018
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
219,541
shares
|
$11.8 Million
0.01% of portfolio
|
Q2 2024
Added 1.78%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
218,762
shares
|
$11.8 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
153,892
shares
|
$8.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
147,101
shares
|
$7.91 Million
0.08% of portfolio
|
Q2 2024
Added 0.52%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
116,470
shares
|
$6.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
106,159
shares
|
$5.71 Million
4.12% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
100,694
shares
|
$5.41 Million
0.1% of portfolio
|
Q2 2024
Added 2.59%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
99,813
shares
|
$5.36 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
92,281
shares
|
$4.96 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
71,799
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2024
Reduced 43.89%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
70,950
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2024
Added 38.55%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
68,263
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
65,294
shares
|
$3.51 Million
0.01% of portfolio
|
Q2 2024
Added 0.7%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
60,930
shares
|
$3.27 Million
0.76% of portfolio
|
Q1 2023
Added 90.46%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
57,097
shares
|
$3.07 Million
0.2% of portfolio
|
Q3 2022
Reduced 3.41%
|