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 134 institutions that hold shares in the stock, with a total of 7.4 Million shares, which have been reported (via 13F filing form) to have a value of $409 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,386,157
shares
|
$76.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
518,000
shares
|
$28.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
440,345
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
402,372
shares
|
$22.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
335,756
shares
|
$18.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
324,432
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
274,301
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 1499.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
239,087
shares
|
$13.2 Million
3.92% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
238,661
shares
|
$13.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
238,093
shares
|
$13.2 Million
0.57% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
225,900
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
222,879
shares
|
$12.3 Million
0.24% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
219,313
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
174,601
shares
|
$9.66 Million
4.65% of portfolio
|
Q3 2024
Added 1989.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
155,475
shares
|
$8.61 Million
0.02% of portfolio
|
Q3 2024
Added 68.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
134,209
shares
|
$7.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
115,011
shares
|
$6.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
100,483
shares
|
$5.56 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
94,647
shares
|
$5.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
77,579
shares
|
$4.29 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
76,469
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
69,300
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,469
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
67,216
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
60,930
shares
|
$3.37 Million
0.76% of portfolio
|
Q1 2023
Added 90.46%
|