Purchases and Sales Made in Q2 2025 in Alps ETF Tr Medical Breakthrou (SBIO)
This table provides information about the institutional ownership of Alps ETF Tr Medical Breakthrou (SBIO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41.7K+ 167.71% |
$985K - $1.33M
|
66.6K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.1KNew |
$616K - $830K
|
26.1K
$909K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
18.8K+ 97.83% |
$444K - $597K
|
38K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
9.98KNew |
$235K - $317K
|
9.98K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.15K+ 62.91% |
$216K - $291K
|
23.7K
$824K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.67KNew |
$157K - $212K
|
6.67K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.71KNew |
$64K - $86.1K
|
2.71K
$94.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.18K+ 0.92% |
$27.9K - $37.5K
|
129K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
394+ 53.61% |
$9.29K - $12.5K
|
1.13K
$39.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$4.72K - $6.35K
|
200
$6.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79- 0.75% |
$1.86K - $2.51K
|
10.5K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-312- 1.18% |
$7.36K - $9.91K
|
26.1K
$908K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-344- 3.22% |
$8.11K - $10.9K
|
10.3K
$359K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-500- 9.65% |
$11.8K - $15.9K
|
4.68K
$163K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.87K- 19.45% |
$44.1K - $59.3K
|
7.74K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.98K- 3.58% |
$46.8K - $63K
|
53.4K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.18K- 10.05% |
$51.3K - $69.1K
|
19.5K
$677K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.85K- 25.2% |
$162K - $218K
|
20.3K
$707K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17K- 26.09% |
$401K - $540K
|
48.2K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-62.5K- 8.35% |
$1.47M - $1.98M
|
686K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-86K- 61.53% |
$2.03M - $2.73M
|
53.7K
$1.87M
|