Purchases and Sales Made in Q2 2025 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 2025. 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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64K+ 4.33% |
$3.07M - $3.46M
|
1.54M
$85.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56.4K+ 12.13% |
$2.7M - $3.04M
|
521K
$28.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
55.6KNew |
$2.67M - $3M
|
55.6K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40K+ 9.65% |
$1.92M - $2.16M
|
455K
$25.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.5K+ 21.11% |
$1.41M - $1.59M
|
169K
$9.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.3KNew |
$1.12M - $1.26M
|
23.3K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.9KNew |
$907K - $1.02M
|
18.9K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.8K+ 5.61% |
$663K - $746K
|
260K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.8K+ 27.61% |
$662K - $745K
|
63.8K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 4.64% |
$523K - $588K
|
246K
$13.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.93KNew |
$477K - $536K
|
9.93K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.25KNew |
$443K - $499K
|
9.25K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.01K+ 3.26% |
$432K - $486K
|
285K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.37K+ 70.47% |
$353K - $398K
|
17.8K
$990K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.53K+ 1.25% |
$122K - $137K
|
206K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.48K+ 2.52% |
$119K - $134K
|
101K
$5.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.48K+ 4.34% |
$71.1K - $80K
|
35.6K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 7.38% |
$70.9K - $79.8K
|
21.5K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.25K+ 3.97% |
$60.1K - $67.6K
|
32.8K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 2.32% |
$58.4K - $65.8K
|
53.7K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
862+ 1.52% |
$41.4K - $46.5K
|
57.5K
$3.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
753+ 0.94% |
$36.1K - $40.7K
|
81.1K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
700+ 9.35% |
$33.6K - $37.8K
|
8.18K
$454K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
651+ 2.88% |
$31.2K - $35.2K
|
23.3K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
570+ 5.61% |
$27.3K - $30.8K
|
10.7K
$596K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
464+ 4.28% |
$22.3K - $25.1K
|
11.3K
$628K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
333+ 0.48% |
$16K - $18K
|
69.2K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
260+ 3.43% |
$12.5K - $14K
|
7.84K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
243+ 24.3% |
$11.7K - $13.1K
|
1.24K
$69K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
113+ 1.7% |
$5.42K - $6.1K
|
6.74K
$374K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 8.0% |
$4.8K - $5.4K
|
1.35K
$75K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78+ 0.12% |
$3.74K - $4.21K
|
62.8K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 1.06% |
$3.65K - $4.1K
|
7.28K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
76+ 1.88% |
$3.65K - $4.1K
|
4.13K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
31+ 0.38% |
$1.49K - $1.67K
|
8.17K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
25+ 0.46% |
$1.2K - $1.35K
|
5.43K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.38% |
$1.2K - $1.35K
|
6.61K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.06% |
$1.1K - $1.24K
|
35.5K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14+ 0.37% |
$672 - $756
|
3.84K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 0.08% |
$624 - $702
|
16K
$887K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.03% |
$528 - $594
|
41K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.09% |
$480 - $540
|
11.2K
$623K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$432 - $486
|
21.7K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4New |
$192 - $216
|
4
$222
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.33% |
$144 - $162
|
919
$51K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.43% |
$95.9 - $108
|
469
$26K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.48% |
$95.9 - $108
|
418
$23.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$48 - $54
|
5.09K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$48 - $54
|
9.02K
$501K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$48 - $54
|
380
$21.1K
|