Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S QUALIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
235K+ 304.63% |
$10.8M - $11.6M
|
312K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.3K+ 15.0% |
$3.81M - $4.12M
|
639K
$34.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
70.7K+ 286.34% |
$3.24M - $3.49M
|
95.4K
$5.16M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.9K+ 13.49% |
$2.74M - $2.96M
|
504K
$27.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37K+ 2.63% |
$1.69M - $1.83M
|
1.45M
$78.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.9KNew |
$1.5M - $1.62M
|
32.9K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.4K+ 38.65% |
$1.25M - $1.35M
|
98.1K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27K+ 13.55% |
$1.24M - $1.34M
|
227K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$633K - $683K
|
13.8K
$748K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$530K - $572K
|
11.6K
$627K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.98K+ 67.35% |
$365K - $394K
|
19.8K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.94K+ 70.35% |
$363K - $392K
|
19.2K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.78K+ 145.56% |
$356K - $384K
|
13.1K
$710K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.86KNew |
$314K - $339K
|
6.86K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.52K+ 71.43% |
$298K - $322K
|
15.7K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.67K+ 264.12% |
$259K - $280K
|
7.81K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.16KNew |
$190K - $206K
|
4.16K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.59K+ 1.69% |
$164K - $177K
|
216K
$11.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.13K+ 16.09% |
$143K - $155K
|
22.6K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.81K+ 8.88% |
$129K - $139K
|
34.4K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.29K+ 1.59% |
$105K - $113K
|
146K
$7.92M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.32K+ 4.89% |
$60.4K - $65.2K
|
28.3K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
919+ 4.39% |
$42K - $45.4K
|
21.9K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
822+ 461.8% |
$37.6K - $40.6K
|
1K
$54.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
474+ 1.95% |
$21.7K - $23.4K
|
24.8K
$1.34M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
410New |
$18.8K - $20.3K
|
410
$22.2K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
341+ 5.55% |
$15.6K - $16.8K
|
6.49K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
334+ 5.73% |
$15.3K - $16.5K
|
6.16K
$333K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
316New |
$14.5K - $15.6K
|
316
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
252+ 2.86% |
$11.5K - $12.5K
|
9.06K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
210+ 3.1% |
$9.61K - $10.4K
|
6.99K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
190+ 3.6% |
$8.69K - $9.39K
|
5.47K
$296K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
185+ 3.21% |
$8.46K - $9.14K
|
5.94K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.18K - $7.76K
|
157
$8.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
77+ 0.08% |
$3.52K - $3.8K
|
102K
$5.54M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
72+ 0.14% |
$3.29K - $3.56K
|
50K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
41+ 0.13% |
$1.88K - $2.03K
|
32.7K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25+ 0.39% |
$1.14K - $1.24K
|
6.46K
$350K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
25+ 0.41% |
$1.14K - $1.24K
|
6.08K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15+ 0.19% |
$686 - $741
|
7.98K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.15% |
$412 - $445
|
6.07K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.05% |
$320 - $346
|
13.2K
$713K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.35% |
$137 - $148
|
854
$46.2K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.04% |
$91.5 - $98.8
|
5.09K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.02% |
$45.7 - $49.4
|
4.28K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.04% |
$183 - $198
|
9.82K
$531K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-46- 0.21% |
$2.1K - $2.27K
|
22.2K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79- 46.75% |
$3.61K - $3.9K
|
90
$4.87K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235- 3.04% |
$10.7K - $11.6K
|
7.5K
$406K
|