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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.1KClosed |
$263K - $308K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
650New |
$24.1K - $28.2K
|
650
$36.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.2KNew |
$230K - $269K
|
6.2K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
135New |
$5K - $5.85K
|
135
$7.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.76KNew |
$65.1K - $76.2K
|
1.76K
$98.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
20New |
$740 - $867
|
20
$1.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.25KNew |
$83.3K - $97.5K
|
2.25K
$126K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.74K- 34.97% |
$102K - $119K
|
5.1K
$286K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.08K- 7.24% |
$40.1K - $46.9K
|
13.9K
$778K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-237- 2.06% |
$8.77K - $10.3K
|
11.3K
$633K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
42New |
$1.55K - $1.82K
|
42
$2.36K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
895New |
$33.1K - $38.8K
|
895
$50.3K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
419New |
$15.5K - $18.2K
|
419
$23.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.33% |
$222 - $260
|
1.82K
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.02K- 3.41% |
$74.7K - $87.4K
|
57.1K
$3.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 3.6% |
$43.1K - $50.5K
|
31.2K
$1.75M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
19+ 0.37% |
$703 - $823
|
5.11K
$287K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
2.25K+ 3.93% |
$83.4K - $97.6K
|
59.6K
$3.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
86New |
$3.18K - $3.73K
|
86
$4.83K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.7K - $4.33K
|
100
$5.62K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
156New |
$5.78K - $6.76K
|
156
$8.76K
|
|
| Q2 2022 | |||||||
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
27+ 0.09% |
$1.04K - $1.2K
|
31.2K
$1.75M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.45KNew |
$209K - $243K
|
5.45K
$306K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
19.5KNew |
$750K - $870K
|
19.5K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
200New |
$7.69K - $8.92K
|
200
$11.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
852New |
$32.8K - $38K
|
852
$47.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.08KNew |
$41.4K - $48K
|
1.08K
$60.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.19KNew |
$45.9K - $53.2K
|
1.19K
$67K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
148New |
$5.69K - $6.6K
|
148
$8.31K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
846New |
$32.5K - $37.7K
|
846
$47.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
401New |
$15.4K - $17.9K
|
401
$22.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
1.38KNew |
$53.1K - $61.6K
|
1.38K
$77.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$455K - $528K
|
11.8K
$665K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.93KNew |
$74.2K - $86.1K
|
1.93K
$108K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
303New |
$11.7K - $13.5K
|
303
$17K
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-333- 9.41% |
$8.31K - $12.5K
|
3.21K
$180K
|
|