Purchases and Sales Made in Q1 2025 in Alps ETF Tr Medical Breakthrou (SBIO)
This table provides information about the institutional ownership of Alps ETF Tr Medical Breakthrou (SBIO) during Q1 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR MEDICAL BREAKTHROU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.47MNew |
$41.8M - $49.6M
|
1.47M
$41.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
55.5KNew |
$1.58M - $1.88M
|
55.5K
$1.57M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.4KNew |
$782K - $928K
|
27.4K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.47K+ 5.65% |
$213K - $253K
|
140K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.18KNew |
$148K - $175K
|
5.18K
$146K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.16K+ 12.68% |
$61.7K - $73.2K
|
19.2K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.44K+ 1.14% |
$41K - $48.7K
|
128K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
346+ 1.33% |
$9.87K - $11.7K
|
26.4K
$746K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
332New |
$9.47K - $11.2K
|
332
$9.37K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
15New |
$428 - $507
|
15
$423
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 0.76% |
$1.77K - $2.1K
|
8.08K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-335- 3.37% |
$9.55K - $11.3K
|
9.6K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-437- 2.92% |
$12.5K - $14.8K
|
14.6K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-656- 5.79% |
$18.7K - $22.2K
|
10.7K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-845- 53.48% |
$24.1K - $28.6K
|
735
$20.7K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12K- 9.58% |
$31.9K - $37.9K
|
10.6K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2K- 19.4% |
$57K - $67.7K
|
8.31K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 8.42% |
$71.3K - $84.6K
|
27.2K
$767K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.06K- 18.97% |
$144K - $171K
|
21.6K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 20.26% |
$402K - $476K
|
55.4K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17K- 40.56% |
$484K - $575K
|
24.9K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-21.3K- 2.77% |
$609K - $722K
|
748K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.1K- 32.95% |
$914K - $1.08M
|
65.2K
$1.84M
|