Latest Institutional Purchases of Alps ETF Tr Oshares U S Qualit (OUSA)
This list provides information on the latest institutional transactions involving Alps ETF Tr Oshares U S Qualit (OUSA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
282KNew |
$15M - $15.7M
|
282K
$15.5M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
209K+ 87.44% |
$11.1M - $11.6M
|
448K
$24.5M
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 7.6% |
$5.59M - $5.85M
|
1.49M
$81.7M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.4K+ 299.6% |
$3.31M - $3.46M
|
83.3K
$4.56M
|
|
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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 10.61% |
$1.89M - $1.98M
|
371K
$20.3M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.7KNew |
$1.79M - $1.87M
|
33.7K
$1.85M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27.4KNew |
$1.45M - $1.52M
|
27.4K
$1.5M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1K+ 8.25% |
$587K - $615K
|
145K
$7.96M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.75KNew |
$358K - $375K
|
6.75K
$370K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.86K+ 75.06% |
$311K - $325K
|
13.7K
$749K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.83K+ 2.44% |
$309K - $324K
|
244K
$13.4M
|
|
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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 46.65% |
$137K - $143K
|
8.1K
$444K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$127K - $133K
|
2.41K
$132K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 53.69% |
$114K - $120K
|
6.18K
$338K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 51.83% |
$111K - $116K
|
6.11K
$334K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 1.89% |
$76.8K - $80.4K
|
77.9K
$4.27M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 2.61% |
$75.4K - $79K
|
55.9K
$3.06M
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.37K+ 4.65% |
$72.6K - $76K
|
30.8K
$1.69M
|
|
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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 16.38% |
$53.8K - $56.3K
|
7.21K
$395K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
770+ 2.27% |
$40.8K - $42.7K
|
34.7K
$1.9M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
692+ 30.99% |
$36.7K - $38.4K
|
2.93K
$160K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
686+ 0.31% |
$36.4K - $38.1K
|
220K
$12M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
605+ 6.24% |
$32.1K - $33.6K
|
10.3K
$564K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
569+ 11.29% |
$30.2K - $31.6K
|
5.61K
$307K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
446+ 5.46% |
$23.6K - $24.8K
|
8.61K
$472K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400+ 5.42% |
$21.2K - $22.2K
|
7.78K
$426K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$19.9K - $20.9K
|
376
$20.6K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
375+ 4.82% |
$19.9K - $20.8K
|
8.15K
$446K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 3.17% |
$16.7K - $17.5K
|
10.2K
$561K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
296+ 0.92% |
$15.7K - $16.4K
|
32.5K
$1.78M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
250+ 0.73% |
$13.3K - $13.9K
|
34.6K
$1.9M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
200+ 1.77% |
$10.6K - $11.1K
|
11.5K
$630K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
175New |
$9.28K - $9.71K
|
175
$9.58K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
140New |
$7.42K - $7.77K
|
140
$7.67K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
126New |
$6.68K - $6.99K
|
126
$6.9K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
116New |
$6.15K - $6.44K
|
116
$6.35K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
113+ 0.51% |
$5.99K - $6.27K
|
22.4K
$1.23M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100New |
$5.3K - $5.55K
|
100
$5.48K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
42+ 0.36% |
$2.23K - $2.33K
|
11.7K
$642K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
40+ 0.29% |
$2.12K - $2.22K
|
13.8K
$756K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$1.96K - $2.05K
|
37
$2.03K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
23+ 0.38% |
$1.22K - $1.28K
|
6.15K
$337K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.35% |
$1.22K - $1.28K
|
6.56K
$359K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.06% |
$1.22K - $1.28K
|
35.7K
$1.95M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 0.36% |
$954 - $999
|
5.02K
$275K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.2% |
$742 - $777
|
7.03K
$385K
|