Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
257K+ 1499.33% |
$12.6M - $13.9M
|
274K
$14.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
166K+ 1989.53% |
$8.12M - $8.98M
|
175K
$9.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
77.6KNew |
$3.79M - $4.19M
|
77.6K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.2K+ 68.48% |
$3.09M - $3.41M
|
155K
$8.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.9KNew |
$1.66M - $1.83M
|
33.9K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 178.18% |
$807K - $891K
|
25.8K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64KNew |
$373K - $412K
|
7.64K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.44KNew |
$364K - $402K
|
7.44K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.4KNew |
$361K - $399K
|
7.4K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.69K+ 118.1% |
$327K - $361K
|
12.4K
$646K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.6K+ 43.14% |
$322K - $356K
|
21.9K
$1.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.43KNew |
$314K - $347K
|
6.43K
$336K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.36K+ 2.9% |
$311K - $343K
|
226K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
5.06KNew |
$247K - $273K
|
5.06K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.59K+ 1.97% |
$224K - $248K
|
238K
$12.4M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.13KNew |
$202K - $223K
|
4.13K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.12K+ 1.88% |
$201K - $222K
|
223K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4KNew |
$195K - $216K
|
4K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.77K+ 7.44% |
$184K - $204K
|
54.5K
$2.84M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.1K+ 805.99% |
$151K - $167K
|
3.48K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.23KNew |
$109K - $121K
|
2.23K
$117K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.22K+ 39.77% |
$109K - $120K
|
7.81K
$408K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.22K+ 39.77% |
$109K - $120K
|
7.81K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.89K+ 5.82% |
$92.4K - $102K
|
34.4K
$1.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.67KNew |
$81.6K - $90.1K
|
1.67K
$87.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.38KNew |
$67.6K - $74.7K
|
1.38K
$72.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.23K+ 20.03% |
$60K - $66.3K
|
7.36K
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.11K+ 5.64% |
$54.3K - $60K
|
20.8K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 20.56% |
$51.7K - $57.1K
|
6.2K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 8.18% |
$49.1K - $54.3K
|
13.3K
$694K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
960+ 4.17% |
$46.9K - $51.8K
|
24K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
958+ 14.05% |
$46.8K - $51.7K
|
7.78K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 10.82% |
$34.2K - $37.8K
|
7.17K
$375K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
641+ 8.52% |
$31.3K - $34.6K
|
8.17K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
515+ 8.34% |
$25.2K - $27.8K
|
6.69K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
391+ 2.93% |
$19.1K - $21.1K
|
13.8K
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
318New |
$15.5K - $17.2K
|
318
$16.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
122+ 1.21% |
$5.96K - $6.59K
|
10.2K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109+ 1.11% |
$5.33K - $5.89K
|
9.93K
$519K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
104+ 0.72% |
$5.08K - $5.62K
|
14.6K
$763K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
103New |
$5.03K - $5.56K
|
103
$5.38K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 7.41% |
$4.89K - $5.4K
|
1.45K
$75.7K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
92New |
$4.5K - $4.97K
|
92
$4.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90+ 180.0% |
$4.4K - $4.86K
|
140
$7.31K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
80New |
$3.91K - $4.32K
|
80
$4.18K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
43+ 0.37% |
$2.1K - $2.32K
|
11.7K
$610K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
23+ 0.38% |
$1.12K - $1.24K
|
6.13K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.35% |
$1.12K - $1.24K
|
6.54K
$342K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.08% |
$880 - $972
|
22.3K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.2% |
$684 - $756
|
7.01K
$366K
|