Latest Institutional Transactions on Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information on the latest institutional transactions involving Alps ETF Tr Oshares U S Qualit (OUSA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.15KNew |
$61K - $63.8K
|
1.15K
$63K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.03% |
$212 - $222
|
14.6K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
686+ 0.31% |
$36.4K - $38.1K
|
220K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-96- 1.3% |
$5.09K - $5.33K
|
7.26K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.3K- 6.89% |
$1.61M - $1.68M
|
410K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-489- 3.47% |
$25.9K - $27.1K
|
13.6K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.93K- 14.53% |
$102K - $107K
|
11.4K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-66.4K- 29.79% |
$3.52M - $3.68M
|
156K
$8.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
116New |
$6.15K - $6.44K
|
116
$6.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5K+ 2.1% |
$265K - $278K
|
243K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
569+ 11.29% |
$30.2K - $31.6K
|
5.61K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.31% |
$53 - $55.5
|
320
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 46.65% |
$137K - $143K
|
8.1K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-25- 0.79% |
$1.33K - $1.39K
|
3.12K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 7.6% |
$5.59M - $5.85M
|
1.49M
$81.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$19.9K - $20.9K
|
376
$20.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 16.38% |
$53.8K - $56.3K
|
7.21K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
123K+ 38.06% |
$6.54M - $6.85M
|
448K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.2K- 8.0% |
$1.71M - $1.79M
|
370K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$1.96K - $2.05K
|
37
$2.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.3K- 44.37% |
$175K - $183K
|
4.14K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$127K - $133K
|
2.41K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.1K+ 34.79% |
$2.87M - $3M
|
210K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 5.47% |
$96K - $101K
|
31.3K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-841- 3.58% |
$44.6K - $46.7K
|
22.7K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
126New |
$6.68K - $6.99K
|
126
$6.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11K- 9.56% |
$583K - $611K
|
104K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-162- 4.0% |
$8.59K - $8.99K
|
3.89K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.4K- 2.33% |
$74.3K - $77.8K
|
58.6K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.86K+ 75.06% |
$311K - $325K
|
13.7K
$749K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.43% |
$106 - $111
|
466
$25.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.28K- 92.55% |
$67.8K - $71K
|
103
$5.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1K+ 8.25% |
$587K - $615K
|
145K
$7.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 53.69% |
$114K - $120K
|
6.18K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 0.36% |
$954 - $999
|
5.02K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400+ 5.42% |
$21.2K - $22.2K
|
7.78K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
296+ 0.92% |
$15.7K - $16.4K
|
32.5K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 10.61% |
$1.89M - $1.98M
|
371K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 1.89% |
$76.8K - $80.4K
|
77.9K
$4.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.37K+ 4.65% |
$72.6K - $76K
|
30.8K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-253K- 92.19% |
$13.4M - $14M
|
21.4K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-713- 10.65% |
$37.8K - $39.6K
|
5.98K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-979- 0.19% |
$51.9K - $54.3K
|
517K
$28.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100New |
$5.3K - $5.55K
|
100
$5.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.83K+ 2.44% |
$309K - $324K
|
244K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 2.73% |
$63.9K - $66.9K
|
42.9K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 3.17% |
$16.7K - $17.5K
|
10.2K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.7KNew |
$1.79M - $1.87M
|
33.7K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.4K- 40.76% |
$1.45M - $1.52M
|
39.8K
$2.18M
|