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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.86% |
$53.5 - $56.6
|
117
$6.57K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$53.5 - $56.6
|
6.85K
$385K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
55.6KNew |
$2.67M - $3M
|
55.6K
$3.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.8K+ 27.61% |
$662K - $745K
|
63.8K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
700+ 9.35% |
$33.6K - $37.8K
|
8.18K
$460K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
243+ 24.3% |
$11.7K - $13.1K
|
1.24K
$69.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 8.0% |
$4.8K - $5.4K
|
1.35K
$75.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
25+ 0.46% |
$1.2K - $1.35K
|
5.43K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4New |
$192 - $216
|
4
$225
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$48 - $54
|
380
$21.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
47.8KNew |
$2.48M - $2.64M
|
47.8K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376New |
$19.5K - $20.8K
|
376
$21.1K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
187New |
$9.71K - $10.3K
|
187
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
139New |
$7.22K - $7.68K
|
139
$7.81K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.7KNew |
$1.79M - $1.87M
|
33.7K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.75KNew |
$358K - $375K
|
6.75K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 51.83% |
$111K - $116K
|
6.11K
$343K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.15KNew |
$61K - $63.8K
|
1.15K
$64.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$19.9K - $20.9K
|
376
$21.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
296+ 0.92% |
$15.7K - $16.4K
|
32.5K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
140New |
$7.42K - $7.77K
|
140
$7.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
126New |
$6.68K - $6.99K
|
126
$7.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100New |
$5.3K - $5.55K
|
100
$5.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$1.96K - $2.05K
|
37
$2.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
23+ 0.38% |
$1.22K - $1.28K
|
6.15K
$346K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64KNew |
$373K - $412K
|
7.64K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.69K+ 118.1% |
$327K - $361K
|
12.4K
$694K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.36K+ 2.9% |
$311K - $343K
|
226K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
5.06KNew |
$247K - $273K
|
5.06K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.13KNew |
$202K - $223K
|
4.13K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4KNew |
$195K - $216K
|
4K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.11K+ 5.64% |
$54.3K - $60K
|
20.8K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
318New |
$15.5K - $17.2K
|
318
$17.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
103New |
$5.03K - $5.56K
|
103
$5.79K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
92New |
$4.5K - $4.97K
|
92
$5.17K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90+ 180.0% |
$4.4K - $4.86K
|
140
$7.87K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
80New |
$3.91K - $4.32K
|
80
$4.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 1.11% |
$48.9 - $54
|
91
$5.11K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.08K+ 37.86% |
$285K - $305K
|
22.2K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1KNew |
$46.9K - $50.1K
|
1K
$56.2K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
681+ 3.15% |
$31.9K - $34.1K
|
22.3K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
611New |
$28.6K - $30.6K
|
611
$34.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
78New |
$3.65K - $3.91K
|
78
$4.38K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$1.64K - $1.75K
|
35
$1.97K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$46.9 - $50.1
|
1
$56.2
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.16KNew |
$190K - $206K
|
4.16K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.13K+ 16.09% |
$143K - $155K
|
22.6K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
252+ 2.86% |
$11.5K - $12.5K
|
9.06K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.18K - $7.76K
|
157
$8.82K
|
|