Purchases and Sales Made in Q2 2024 in Alps ETF Tr Medical Breakthrou (SBIO)
This table provides information about the institutional ownership of Alps ETF Tr Medical Breakthrou (SBIO) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.5K+ 55.58% |
$1.4M - $1.57M
|
125K
$4.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
20.1KNew |
$634K - $709K
|
20.1K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.7KNew |
$589K - $659K
|
18.7K
$620K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
15K+ 188.32% |
$473K - $529K
|
23K
$762K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.8K+ 46.93% |
$277K - $310K
|
27.5K
$915K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.59KNew |
$208K - $232K
|
6.59K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6K+ 14.59% |
$50.4K - $56.3K
|
12.6K
$417K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
457+ 2.29% |
$14.4K - $16.1K
|
20.4K
$679K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
385+ 5.28% |
$12.1K - $13.6K
|
7.67K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$3.15K - $3.53K
|
100
$3.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
73+ 0.39% |
$2.3K - $2.57K
|
19K
$629K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45New |
$1.42K - $1.59K
|
45
$1.49K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11New |
$347 - $388
|
11
$365
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-219- 0.84% |
$6.91K - $7.72K
|
25.9K
$858K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-220- 21.36% |
$6.94K - $7.76K
|
810
$26.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-289- 0.04% |
$9.11K - $10.2K
|
771K
$25.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-356- 6.35% |
$11.2K - $12.6K
|
5.25K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-396- 5.1% |
$12.5K - $14K
|
7.37K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-674- 6.15% |
$21.3K - $23.8K
|
10.3K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 2.53% |
$25.2K - $28.2K
|
30.8K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-915- 34.17% |
$28.8K - $32.3K
|
1.76K
$58.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-951- 7.96% |
$30K - $33.5K
|
11K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.66K- 18.99% |
$84K - $93.9K
|
11.4K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.3K- 22.94% |
$640K - $716K
|
68.2K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.3K- 23.68% |
$829K - $928K
|
84.8K
$2.81M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.3K- 23.68% |
$829K - $928K
|
84.8K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.9K- 29.6% |
$1.54M - $1.73M
|
116K
$3.86M
|