Purchases and Sales Made in Q3 2025 in Alps ETF Tr Medical Breakthrou (SBIO)
This table provides information about the institutional ownership of Alps ETF Tr Medical Breakthrou (SBIO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.7KNew |
$501K - $650K
|
16.7K
$772K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.1KNew |
$243K - $315K
|
8.1K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
7.21K+ 72.2% |
$216K - $280K
|
17.2K
$792K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.97K+ 1.52% |
$59K - $76.6K
|
131K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.45K+ 13.82% |
$43.4K - $56.3K
|
11.9K
$550K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1KNew |
$32.8K - $42.5K
|
1.1K
$50.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
700New |
$21K - $27.2K
|
700
$32.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
460+ 0.95% |
$13.8K - $17.9K
|
48.7K
$2.24M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
180New |
$5.39K - $6.99K
|
180
$8.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
118+ 1.53% |
$3.53K - $4.58K
|
7.85K
$362K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
45New |
$1.35K - $1.75K
|
45
$2.07K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
37New |
$1.11K - $1.44K
|
37
$1.71K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-305Closed |
$9.13K - $11.8K
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-350- 5.25% |
$10.5K - $13.6K
|
6.32K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-439- 1.15% |
$13.1K - $17.1K
|
37.6K
$1.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 3.93% |
$24K - $31.1K
|
19.5K
$901K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.86K- 5.32% |
$85.5K - $111K
|
50.9K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.91K- 37.87% |
$117K - $152K
|
6.41K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.5K- 59.22% |
$345K - $448K
|
7.94K
$366K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-16.2K- 62.07% |
$485K - $630K
|
9.9K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.2K- 69.81% |
$546K - $709K
|
7.89K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-19.8K- 37.11% |
$594K - $771K
|
33.6K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-28.3K- 42.4% |
$846K - $1.1M
|
38.4K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-200K- 29.2% |
$5.99M - $7.78M
|
485K
$22.4M
|
|