Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 47.58% |
$6.15M - $7.2M
|
515K
$27.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
106K+ 654.06% |
$3.91M - $4.57M
|
122K
$6.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
52KNew |
$1.93M - $2.26M
|
52K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29K+ 31.55% |
$1.07M - $1.26M
|
121K
$6.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.9K+ 7.19% |
$775K - $908K
|
312K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$635K - $743K
|
17.2K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.8K+ 11.39% |
$586K - $686K
|
155K
$8.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14KNew |
$517K - $605K
|
14K
$755K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
13.5KNew |
$500K - $585K
|
13.5K
$730K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
9.68KNew |
$358K - $419K
|
9.68K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.2KNew |
$230K - $269K
|
6.2K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.43K+ 5.36% |
$201K - $235K
|
107K
$5.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.31KNew |
$196K - $230K
|
5.31K
$287K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.19K+ 83.23% |
$192K - $225K
|
11.4K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.68KNew |
$136K - $159K
|
3.68K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.12K+ 13.32% |
$116K - $135K
|
26.6K
$1.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.25KNew |
$83.3K - $97.5K
|
2.25K
$122K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.1KNew |
$77.8K - $91.1K
|
2.1K
$114K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.95KNew |
$72K - $84.3K
|
1.95K
$105K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.94K+ 12.78% |
$71.9K - $84.2K
|
17.2K
$928K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.76KNew |
$65.1K - $76.2K
|
1.76K
$95.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.18KNew |
$43.5K - $50.9K
|
1.18K
$63.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.07K+ 14.28% |
$39.5K - $46.3K
|
8.55K
$462K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.04K+ 4.72% |
$38.4K - $45K
|
23.1K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 2044.0% |
$37.8K - $44.3K
|
1.07K
$58K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
895New |
$33.1K - $38.8K
|
895
$48.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
800New |
$29.6K - $34.7K
|
800
$43.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
650New |
$24.1K - $28.2K
|
650
$35.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
609+ 4.24% |
$22.5K - $26.4K
|
15K
$810K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
593+ 4.14% |
$22K - $25.7K
|
14.9K
$808K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
568+ 38.35% |
$21K - $24.6K
|
2.05K
$111K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
513New |
$19K - $22.2K
|
513
$27.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
509New |
$18.8K - $22.1K
|
509
$27.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
362+ 36.24% |
$13.4K - $15.7K
|
1.36K
$73.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 4.16% |
$9.26K - $10.8K
|
6.26K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
240New |
$8.88K - $10.4K
|
240
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
135New |
$5K - $5.85K
|
135
$7.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
81+ 0.14% |
$3K - $3.51K
|
56.5K
$3.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
60+ 9.71% |
$2.22K - $2.6K
|
678
$36.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
55+ 0.25% |
$2.04K - $2.38K
|
22.3K
$1.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
42New |
$1.55K - $1.82K
|
42
$2.27K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
40+ 0.51% |
$1.48K - $1.73K
|
7.89K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 3.94% |
$1.11K - $1.3K
|
792
$42.9K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24+ 0.31% |
$888 - $1.04K
|
7.86K
$425K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 0.13% |
$888 - $1.04K
|
18.9K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22+ 0.36% |
$814 - $954
|
6.11K
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
20New |
$740 - $867
|
20
$1.08K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.26% |
$555 - $650
|
5.73K
$310K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 0.08% |
$222 - $260
|
7.19K
$389K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 50.0% |
$185 - $217
|
15
$812
|