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ALPS O'Shares U.S. Quality Dividend ETF (OUSA) Institutional Ownership

ALPS O'Shares U.S. Quality Dividend ETF logo
$53.31
+0.12 (+0.23%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for ALPS O'Shares U.S. Quality Dividend ETF (BATS:OUSA)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$13.86M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.54M
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OUSA Institutional Buying and Selling by Quarter

ALPS O'Shares U.S. Quality Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Janney Montgomery Scott LLC20,837$1.13M0.0%-3.5%0.136%
10/16/2024 Carderock Capital Management Inc.5,060$273K0.1%N/A0.033%
10/11/2024 ORG Partners LLC5,083$275K0.0%-60.5%0.033%
10/9/2024 Beaumont Financial Advisors LLC29,337$1.58M0.1%-39.9%0.192%
8/1/2024Summit Financial LLC5,319$264K0.0%-22.0%0.035%
7/29/2024 Whittier Trust Co. of Nevada Inc.1,000$50K0.0%N/A0.007%
7/16/2024 ORG Partners LLC12,859$639K0.1%N/A0.084%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.239,162$11.87M3.7%N/A1.563%
5/1/2024 Janney Montgomery Scott LLC21,865$1.08M0.0%+4.4%0.143%
4/25/2024Summit Financial LLC6,819$337K0.0%-22.9%0.045%
3/8/2024ICA Group Wealth Management LLC1,245$57K0.0%N/A0.008%
2/8/2024 Janney Montgomery Scott LLC20,946$965K0.0%-4.2%0.136%
1/29/2024 ORG Partners LLC21,822$1.01M0.2%+334.2%0.142%
11/8/2023 Janney Montgomery Scott LLC21,866$917K0.0%+6.9%0.142%
11/7/2023Summit Financial LLC8,848$371K0.0%+6.6%0.057%
11/7/2023 Advisors Preferred LLC964$40K0.0%N/A0.006%
11/4/2023 NBC Securities Inc.852$35K0.0%N/A0.006%
11/3/2023 ORG Partners LLC5,026$211K0.1%-79.4%0.033%
10/30/2023 Grove Bank & Trust1,500$63K0.0%N/A0.010%
10/24/2023 Cambridge Investment Research Advisors Inc.15,890$666K0.0%+6.8%0.103%
8/21/2023 VitalStone Financial LLC800$34K0.0%N/A0.005%
8/11/2023Summit Financial LLC8,298$365K0.0%-40.6%0.054%
8/9/2023Flow Traders U.S. LLC4,911$216K0.0%-54.4%0.032%
7/26/2023 Janney Montgomery Scott LLC20,464$900K0.0%-6.7%0.111%
7/13/2023 Cambridge Investment Research Advisors Inc.14,881$655K0.0%-9.1%0.081%
6/1/2023 ORG Partners LLC22,996$975K0.2%N/A0.125%
5/12/2023Retirement Group LLC17,285$729K0.3%+78.7%0.094%
5/3/2023Integrated Wealth Concepts LLC6,871$290K0.0%-93.5%0.037%
4/28/2023 Janney Montgomery Scott LLC21,931$924K0.0%-9.9%0.119%
3/6/2023OLD Mission Capital LLC6,200$257K0.0%N/A0.000%
2/13/2023Integrated Wealth Concepts LLC105,078$4.35M0.1%-2.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.14,928$618K0.0%+4.1%0.000%
2/7/2023Summit Financial LLC13,958$578K0.1%N/A0.000%
1/30/2023 VitalStone Financial LLC800$33K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

OUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OUSA shares?

During the previous two years, 17 institutional investors and hedge funds held shares of ALPS O'Shares U.S. Quality Dividend ETF. The most heavily invested institutionals were Thurston Springer Miller Herd & Titak Inc. ($11.87M), Beaumont Financial Advisors LLC ($1.58M), Janney Montgomery Scott LLC ($1.13M), Retirement Group LLC ($729K), Cambridge Investment Research Advisors Inc. ($666K), Integrated Wealth Concepts LLC ($290K), and ORG Partners LLC ($275K).Learn more on OUSA's institutional investors.

Which institutional investors have been buying ALPS O'Shares U.S. Quality Dividend ETF stock?

Of the 14 institutional investors that purchased ALPS O'Shares U.S. Quality Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thurston Springer Miller Herd & Titak Inc. ($239.16K), ORG Partners LLC ($52.65K), Summit Financial LLC ($14.51K), Retirement Group LLC ($7.61K), OLD Mission Capital LLC ($6.20K), Carderock Capital Management Inc. ($5.06K), and Janney Montgomery Scott LLC ($2.32K).

How much institutional buying is happening at ALPS O'Shares U.S. Quality Dividend ETF?

Institutional investors have bought a total of 336,275 shares in the last 24 months. This purchase volume represents approximately $16.19M in transactions.

Which ALPS O'Shares U.S. Quality Dividend ETF major shareholders have been selling company stock?

The following institutional investors have sold ALPS O'Shares U.S. Quality Dividend ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($100.40K), ORG Partners LLC ($27.19K), Beaumont Financial Advisors LLC ($19.44K), Summit Financial LLC ($9.19K), Flow Traders U.S. LLC ($5.86K), Janney Montgomery Scott LLC ($5.56K), and Cambridge Investment Research Advisors Inc. ($1.49K).

How much institutional selling is happening at ALPS O'Shares U.S. Quality Dividend ETF?

Institutional investors have sold a total of 169,118 shares in the last 24 months. This volume of shares sold represents approximately $7.51M in transactions.



This page (BATS:OUSA) was last updated on 11/2/2024 by MarketBeat.com Staff
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