Purchases and Sales Made in Q3 2024 in Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Qualit (OUSA) during Q3 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S QUALIT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.07% |
$538 - $594
|
16.3K
$888K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 12.0% |
$147 - $162
|
28
$1.53K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.43% |
$97.7 - $108
|
464
$25.3K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.22% |
$97.7 - $108
|
910
$49.6K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.49% |
$97.7 - $108
|
414
$22.6K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.31% |
$48.9 - $54
|
319
$17.4K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$48.9 - $54
|
5.09K
$277K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 1.11% |
$48.9 - $54
|
91
$4.96K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-26- 0.07% |
$1.27K - $1.4K
|
35.6K
$1.94M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-31- 0.31% |
$1.51K - $1.67K
|
10.1K
$552K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 0.03% |
$3.67K - $4.05K
|
239K
$13M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-127- 64.47% |
$6.21K - $6.86K
|
70
$3.82K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 2.53% |
$7.33K - $8.1K
|
5.79K
$316K
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-192- 1.36% |
$9.38K - $10.4K
|
13.9K
$760K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-211- 0.21% |
$10.3K - $11.4K
|
100K
$5.48M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-237- 31.14% |
$11.6K - $12.8K
|
524
$28.6K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-314- 22.66% |
$15.3K - $17K
|
1.07K
$58.5K
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-339- 2.91% |
$16.6K - $18.3K
|
11.3K
$616K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-462- 1.41% |
$22.6K - $24.9K
|
32.2K
$1.76M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-748- 3.47% |
$36.6K - $40.4K
|
20.8K
$1.14M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-794- 1.16% |
$38.8K - $42.9K
|
67.5K
$3.68M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1K- 24.1% |
$48.9K - $54K
|
3.15K
$172K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.3K- 24.44% |
$63.5K - $70.2K
|
4.02K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.31K- 20.19% |
$64.2K - $71K
|
5.2K
$283K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.46K- 1.25% |
$71.3K - $78.8K
|
115K
$6.27M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.65K- 2.33% |
$80.6K - $89.1K
|
69.3K
$3.78M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.1K- 15.11% |
$102K - $113K
|
11.8K
$642K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.89K- 6.14% |
$141K - $156K
|
44.1K
$2.41M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.52K- 26.63% |
$172K - $190K
|
9.7K
$529K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.58K- 6.38% |
$224K - $247K
|
67.2K
$3.67M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.17K- 5.18% |
$252K - $279K
|
94.6K
$5.16M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.25K- 8.04% |
$257K - $284K
|
60K
$3.27M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.71K- 3.39% |
$377K - $416K
|
219K
$12M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.78K- 60.47% |
$380K - $420K
|
5.08K
$277K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.06K- 25.53% |
$394K - $435K
|
23.5K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.19K- 21.71% |
$449K - $496K
|
33.1K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.52K- 3.84% |
$465K - $514K
|
239K
$13M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.9K- 8.76% |
$630K - $696K
|
134K
$7.32M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13K- 76.43% |
$638K - $704K
|
4.02K
$219K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.3K- 3.82% |
$651K - $720K
|
336K
$18.3M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19.4K- 39.85% |
$950K - $1.05M
|
29.3K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.9K- 1.69% |
$1.17M - $1.29M
|
1.39M
$75.6M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32.5K- 9.1% |
$1.59M - $1.75M
|
324K
$17.7M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.5K- 9.35% |
$2.03M - $2.24M
|
402K
$21.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72.5K- 14.13% |
$3.54M - $3.91M
|
440K
$24M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.4K- 50.31% |
$3.78M - $4.18M
|
76.5K
$4.17M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-114K- 18.03% |
$5.57M - $6.15M
|
518K
$28.3M
|