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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.2% |
$742 - $777
|
7.03K
$370K
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
14+ 0.14% |
$742 - $777
|
10.2K
$539K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.03% |
$212 - $222
|
14.6K
$769K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.53% |
$106 - $111
|
378
$19.9K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.43% |
$106 - $111
|
466
$24.5K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$53 - $55.5
|
5.09K
$268K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.31% |
$53 - $55.5
|
320
$16.8K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$53 - $55.5
|
415
$21.8K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 0.12% |
$318 - $333
|
5.08K
$267K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11- 0.05% |
$583 - $611
|
21.9K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-25- 0.79% |
$1.33K - $1.39K
|
3.12K
$164K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34- 0.34% |
$1.8K - $1.89K
|
10.1K
$531K
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-91- 1.57% |
$4.82K - $5.05K
|
5.7K
$300K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-96- 1.3% |
$5.09K - $5.33K
|
7.26K
$382K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 5.99% |
$5.3K - $5.55K
|
1.57K
$82.6K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-162- 4.0% |
$8.59K - $8.99K
|
3.89K
$205K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-200- 4.07% |
$10.6K - $11.1K
|
4.71K
$248K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-339- 2.08% |
$18K - $18.8K
|
15.9K
$839K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-476- 6.44% |
$25.2K - $26.4K
|
6.92K
$364K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-489- 3.47% |
$25.9K - $27.1K
|
13.6K
$715K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-713- 10.65% |
$37.8K - $39.6K
|
5.98K
$315K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-841- 3.58% |
$44.6K - $46.7K
|
22.7K
$1.19M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-906- 6.5% |
$48K - $50.3K
|
13K
$685K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-924- 3.85% |
$49K - $51.3K
|
23.1K
$1.21M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-979- 0.19% |
$51.9K - $54.3K
|
517K
$27.2M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-996- 3.4% |
$52.8K - $55.3K
|
28.3K
$1.49M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 2.73% |
$63.9K - $66.9K
|
42.9K
$2.26M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.28K- 92.55% |
$67.8K - $71K
|
103
$5.42K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.4K- 2.33% |
$74.3K - $77.8K
|
58.6K
$3.09M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.5K- 12.72% |
$79.4K - $83.1K
|
10.3K
$541K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 5.47% |
$96K - $101K
|
31.3K
$1.65M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 2.42% |
$99.6K - $104K
|
75.7K
$3.98M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.93K- 14.53% |
$102K - $107K
|
11.4K
$598K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.3K- 44.37% |
$175K - $183K
|
4.14K
$218K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.03K- 6.37% |
$319K - $334K
|
88.6K
$4.66M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.91K- 8.86% |
$472K - $494K
|
91.6K
$4.82M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11K- 9.56% |
$583K - $611K
|
104K
$5.47M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.4K- 40.76% |
$1.45M - $1.52M
|
39.8K
$2.1M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.3K- 6.89% |
$1.61M - $1.68M
|
410K
$21.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.2K- 8.0% |
$1.71M - $1.79M
|
370K
$19.5M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-66.4K- 29.79% |
$3.52M - $3.68M
|
156K
$8.23M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-253K- 92.19% |
$13.4M - $14M
|
21.4K
$1.13M
|