Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
282KNew |
$15M - $15.7M
|
282K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
209K+ 87.44% |
$11.1M - $11.6M
|
448K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
123K+ 38.06% |
$6.54M - $6.85M
|
448K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 7.6% |
$5.59M - $5.85M
|
1.49M
$78.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.4K+ 299.6% |
$3.31M - $3.46M
|
83.3K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.1K+ 34.79% |
$2.87M - $3M
|
210K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 10.61% |
$1.89M - $1.98M
|
371K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.7KNew |
$1.79M - $1.87M
|
33.7K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27.4KNew |
$1.45M - $1.52M
|
27.4K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1K+ 8.25% |
$587K - $615K
|
145K
$7.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.75KNew |
$358K - $375K
|
6.75K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.86K+ 75.06% |
$311K - $325K
|
13.7K
$720K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.83K+ 2.44% |
$309K - $324K
|
244K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5K+ 2.1% |
$265K - $278K
|
243K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 46.65% |
$137K - $143K
|
8.1K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$127K - $133K
|
2.41K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 53.69% |
$114K - $120K
|
6.18K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 51.83% |
$111K - $116K
|
6.11K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 1.89% |
$76.8K - $80.4K
|
77.9K
$4.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.42K+ 2.61% |
$75.4K - $79K
|
55.9K
$2.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.37K+ 4.65% |
$72.6K - $76K
|
30.8K
$1.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.15KNew |
$61K - $63.8K
|
1.15K
$60.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 16.38% |
$53.8K - $56.3K
|
7.21K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
770+ 2.27% |
$40.8K - $42.7K
|
34.7K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
692+ 30.99% |
$36.7K - $38.4K
|
2.93K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
686+ 0.31% |
$36.4K - $38.1K
|
220K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
605+ 6.24% |
$32.1K - $33.6K
|
10.3K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
569+ 11.29% |
$30.2K - $31.6K
|
5.61K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
446+ 5.46% |
$23.6K - $24.8K
|
8.61K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400+ 5.42% |
$21.2K - $22.2K
|
7.78K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$19.9K - $20.9K
|
376
$19.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
375+ 4.82% |
$19.9K - $20.8K
|
8.15K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 3.17% |
$16.7K - $17.5K
|
10.2K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
296+ 0.92% |
$15.7K - $16.4K
|
32.5K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
250+ 0.73% |
$13.3K - $13.9K
|
34.6K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
200+ 1.77% |
$10.6K - $11.1K
|
11.5K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
175New |
$9.28K - $9.71K
|
175
$9.21K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
140New |
$7.42K - $7.77K
|
140
$7.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
126New |
$6.68K - $6.99K
|
126
$6.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
116New |
$6.15K - $6.44K
|
116
$6.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
113+ 0.51% |
$5.99K - $6.27K
|
22.4K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100New |
$5.3K - $5.55K
|
100
$5.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
42+ 0.36% |
$2.23K - $2.33K
|
11.7K
$616K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
40+ 0.29% |
$2.12K - $2.22K
|
13.8K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$1.96K - $2.05K
|
37
$1.95K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33+ 0.05% |
$1.75K - $1.83K
|
69.3K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.06% |
$1.22K - $1.28K
|
35.7K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
23+ 0.38% |
$1.22K - $1.28K
|
6.15K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.35% |
$1.22K - $1.28K
|
6.56K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 0.36% |
$954 - $999
|
5.02K
$264K
|