Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.46% |
$111 - $130
|
655
$35.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.01% |
$74 - $86.7
|
15.8K
$864K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.33% |
$37 - $43.4
|
308
$16.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71- 0.47% |
$2.63K - $3.08K
|
15K
$817K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77- 0.32% |
$2.85K - $3.34K
|
24.4K
$1.33M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80Closed |
$2.96K - $3.47K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-89- 0.9% |
$3.29K - $3.86K
|
9.83K
$536K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-167- 1.47% |
$6.18K - $7.24K
|
11.2K
$613K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-187- 1.77% |
$6.92K - $8.11K
|
10.4K
$565K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-237- 2.06% |
$8.77K - $10.3K
|
11.3K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-471- 1.17% |
$17.4K - $20.4K
|
39.7K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-508- 0.73% |
$18.8K - $22K
|
69.5K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-572- 4.35% |
$21.2K - $24.8K
|
12.6K
$686K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-625- 5.26% |
$23.1K - $27.1K
|
11.2K
$613K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-794- 4.34% |
$29.4K - $34.4K
|
17.5K
$954K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 6.11% |
$29.6K - $34.7K
|
12.3K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-813- 4.58% |
$30.1K - $35.2K
|
16.9K
$923K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.01K- 3.23% |
$37.2K - $43.6K
|
30.1K
$1.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.08K- 7.24% |
$40.1K - $46.9K
|
13.9K
$756K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.26K- 17.95% |
$46.6K - $54.6K
|
5.76K
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.9K- 0.92% |
$70.2K - $82.2K
|
205K
$11.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.92K- 7.44% |
$70.9K - $83.1K
|
23.8K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.05K- 3.58% |
$75.9K - $88.9K
|
55.3K
$3.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.08K- 3.71% |
$77K - $90.1K
|
54K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.19K- 2.04% |
$81K - $94.8K
|
105K
$5.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-2.64K- 7.62% |
$97.7K - $114K
|
32K
$1.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.74K- 34.97% |
$102K - $119K
|
5.1K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.8K- 26.01% |
$178K - $208K
|
13.7K
$745K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.27K- 4.44% |
$195K - $228K
|
113K
$6.18M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.1KClosed |
$263K - $308K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.36K- 3.3% |
$346K - $406K
|
275K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.4K- 67.13% |
$421K - $493K
|
5.57K
$304K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-11.4K- 13.99% |
$423K - $495K
|
70.2K
$3.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.5K- 7.77% |
$537K - $629K
|
172K
$9.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.6K- 7.25% |
$615K - $721K
|
213K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25K- 74.98% |
$926K - $1.08M
|
8.34K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60.4K- 10.86% |
$2.24M - $2.62M
|
496K
$27M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62.2K- 5.72% |
$2.3M - $2.7M
|
1.02M
$55.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.6K- 84.37% |
$2.47M - $2.89M
|
12.3K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.2K- 4.17% |
$2.75M - $3.22M
|
1.7M
$93M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-404K- 16.44% |
$14.9M - $17.5M
|
2.05M
$112M
|