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 132 institutions that hold shares in the stock, with a total of 7.32 Million shares, which have been reported (via 13F filing form) to have a value of $398 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
57,097
shares
|
$3.08 Million
0.2% of portfolio
|
Q3 2022
Reduced 3.41%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
55,159
shares
|
$2.97 Million
1.16% of portfolio
|
Q1 2023
Reduced 21.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
54,458
shares
|
$2.94 Million
0.04% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
44,147
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
35,643
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
34,380
shares
|
$1.85 Million
0.55% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
33,892
shares
|
$1.83 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,125
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
32,237
shares
|
$1.74 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,154
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
29,456
shares
|
$1.59 Million
1.41% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
29,337
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2024
Reduced 39.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
25,768
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 178.18%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
24,003
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,501
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.53%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,587
shares
|
$1.22 Million
0.42% of portfolio
|
Q1 2024
Added 16.09%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
22,284
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
21,889
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Added 43.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,837
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
20,837
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
16,285
shares
|
$877,761
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
14,608
shares
|
$787,371
0.2% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,081
shares
|
$758,965
0.0% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
13,928
shares
|
$750,719
0.43% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,758
shares
|
$741,556
0.02% of portfolio
|
Q3 2024
Added 2.93%
|