Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47K+ 25275.27% |
$1.95M - $2.07M
|
47.2K
$2.47M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.2K+ 140.91% |
$1.25M - $1.33M
|
51.6K
$2.69M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.5KNew |
$1.23M - $1.3M
|
29.5K
$1.54M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5K+ 311.28% |
$809K - $857K
|
25.8K
$1.35M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4K+ 8.24% |
$680K - $720K
|
215K
$11.2M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.1K+ 42.69% |
$421K - $446K
|
33.9K
$1.77M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.01K+ 3.21% |
$332K - $352K
|
257K
$13.4M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
6.39K+ 36.94% |
$265K - $281K
|
23.7K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.56KNew |
$231K - $245K
|
5.56K
$291K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.14KNew |
$213K - $226K
|
5.14K
$269K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5KNew |
$208K - $220K
|
5K
$261K
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.64KNew |
$193K - $204K
|
4.64K
$242K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.86K+ 28.44% |
$160K - $170K
|
17.4K
$911K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.17K+ 4.69% |
$131K - $139K
|
70.7K
$3.7M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.35K+ 4.63% |
$97.4K - $103K
|
53K
$2.77M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 3.01% |
$64.5K - $68.4K
|
53.3K
$2.78M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.45K+ 6.28% |
$60K - $63.6K
|
24.4K
$1.28M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
800New |
$33.2K - $35.2K
|
800
$41.8K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
670+ 116.52% |
$27.8K - $29.5K
|
1.25K
$65K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
455New |
$18.9K - $20K
|
455
$23.8K
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
250+ 1.1% |
$10.4K - $11K
|
22.9K
$1.2M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
226+ 0.04% |
$9.38K - $9.94K
|
504K
$26.3M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
216+ 2.21% |
$8.97K - $9.5K
|
9.98K
$521K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
200+ 1.86% |
$8.3K - $8.8K
|
10.9K
$572K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
180+ 0.57% |
$7.47K - $7.92K
|
31.9K
$1.67M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90New |
$3.74K - $3.96K
|
90
$4.7K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71+ 0.47% |
$2.95K - $3.12K
|
15K
$786K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57+ 0.77% |
$2.37K - $2.51K
|
7.49K
$391K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
54+ 0.47% |
$2.24K - $2.38K
|
11.4K
$597K
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.14% |
$2.16K - $2.29K
|
38.2K
$2M
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
38+ 0.48% |
$1.58K - $1.67K
|
7.98K
$417K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.28% |
$913 - $968
|
7.79K
$407K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
19+ 0.32% |
$789 - $836
|
6K
$313K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 0.1% |
$706 - $748
|
17.6K
$918K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 29.41% |
$415 - $440
|
44
$2.3K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 66.67% |
$415 - $440
|
25
$1.31K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.5% |
$166 - $176
|
804
$42K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.59% |
$125 - $132
|
515
$26.9K
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.02% |
$125 - $132
|
15.9K
$828K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.3% |
$83 - $88
|
662
$34.6K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.65% |
$83 - $88
|
312
$16.3K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-60- 34.29% |
$2.49K - $2.64K
|
115
$6.01K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78- 1.02% |
$3.24K - $3.43K
|
7.56K
$395K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-100- 1.01% |
$4.15K - $4.4K
|
9.82K
$513K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-145- 0.87% |
$6.02K - $6.38K
|
16.5K
$864K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-150- 2.87% |
$6.23K - $6.6K
|
5.08K
$265K
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-163- 0.54% |
$6.77K - $7.17K
|
29.9K
$1.56M
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-197- 0.38% |
$8.18K - $8.67K
|
51.8K
$2.71M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-222- 1.31% |
$9.22K - $9.77K
|
16.7K
$871K
|