Free Trial
→ Watch this before it gets removed (From Porter & Company) (Ad) Free SBIO Stock Alerts

ALPS Medical Breakthroughs ETF (SBIO) Institutional Ownership

ALPS Medical Breakthroughs ETF logo
$38.75
+0.49 (+1.28%)
(As of 12:38 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for ALPS Medical Breakthroughs ETF (NYSEARCA:SBIO)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$12.48M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.17M
Get SBIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling ALPS Medical Breakthroughs ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SBIO Institutional Buying and Selling by Quarter

ALPS Medical Breakthroughs ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2024 International Assets Investment Management LLC164,557$61.43M0.0%N/A5.142%
10/16/2024 Griffin Asset Management Inc.30,135$1.13M0.1%+31.2%0.942%
10/10/2024 McGuire Investment Group LLC8,050$301K0.0%-5.8%0.252%
8/9/2024Retirement Planning Co of New England Inc.7,370$247K0.1%-5.1%0.230%
7/29/2024 Ridgewood Investments LLC20,100$675K0.5%N/A0.628%
7/29/2024 Financial Advocates Investment Management7,670$258K0.0%+5.3%0.240%
7/23/2024 Griffin Asset Management Inc.22,965$771K0.1%+188.3%0.718%
7/12/2024 Central Valley Advisors LLC5,250$176K0.1%-6.4%0.164%
5/7/2024 NTV Asset Management LLC31,561$1.13M0.2%-3.4%0.986%
5/4/2024 DAVENPORT & Co LLC771,189$27.46M0.2%+12.1%24.100%
4/27/2024Phoenix Wealth Advisors26,070$932K0.6%+138.3%0.815%
4/26/2024 McGuire Investment Group LLC8,550$306K0.0%+15.5%0.267%
4/12/2024 Central Valley Advisors LLC5,606$200K0.1%N/A0.175%
2/26/2024Virtu Financial LLC15,725$518K0.0%N/A0.453%
2/8/2024Strategic Financial Services Inc19,872$655K0.0%-69.2%0.573%
2/6/2024 NTV Asset Management LLC32,661$1.08M0.2%-27.7%0.941%
1/30/2024Phoenix Wealth Advisors10,938$359K0.3%+11.5%0.315%
1/19/2024 Griffin Asset Management Inc.7,965$262K0.0%N/A0.230%
1/12/2024 McGuire Investment Group LLC7,400$244K0.0%N/A0.213%
11/13/2023Kestra Advisory Services LLC14,186$386K0.0%+16.2%0.409%
11/9/2023UBS Group AG78,516$2.14M0.0%-5.4%2.263%
11/6/2023 NTV Asset Management LLC45,187$1.23M0.2%-6.8%1.302%
10/20/2023 Ridgewood Investments LLC25,800$702K0.5%-27.1%0.744%
10/17/2023 DAVENPORT & Co LLC687,911$18.73M0.1%-0.5%19.825%
8/10/2023Strategic Financial Services Inc54,627$1.63M0.1%-1.6%1.574%
8/3/2023 Northwest Capital Management Inc1,400$44K0.0%N/A0.040%
8/3/2023 CWM LLC1,400$44K0.0%N/A0.040%
7/31/2023LPL Financial LLC20,776$655K0.0%-13.3%0.599%
7/25/2023Raymond James Financial Services Advisors Inc.66,307$2.09M0.0%-9.6%1.868%
7/25/2023Raymond James & Associates6,757$213K0.0%N/A0.190%
7/20/2023 DAVENPORT & Co LLC691,153$21.81M0.2%+0.3%19.469%
7/13/2023Phoenix Wealth Advisors9,584$302K0.2%-4.6%0.270%
5/12/2023Strategic Financial Services Inc55,537$1.51M0.1%+106.3%1.564%
5/5/2023 NTV Asset Management LLC48,788$1.33M0.2%-3.2%1.374%
5/5/2023Phoenix Wealth Advisors10,044$273K0.2%N/A0.283%
5/2/2023 Exencial Wealth Advisors LLC12,816$348K0.0%-8.8%0.361%
4/27/2023 DAVENPORT & Co LLC689,016$18.73M0.1%+12.7%19.409%
4/14/2023Raymond James Financial Services Advisors Inc.73,339$1.99M0.0%+0.7%2.049%
2/8/2023Raymond James Financial Services Advisors Inc.72,850$2.21M0.0%-5.6%2.035%
2/8/2023 NTV Asset Management LLC50,418$1.53M0.3%-9.3%1.408%
Algo Trading Is Here 🔥 (Ad)

One trade alert each day backed by powerful technology, yours free. For $0 you can get access to one daily stock picked directly from StocksToTrade’s algo-powered system.

>> Click here to sign up & get the next 🔥alert sent directly to your phone << 
2/8/2023UBS Group AG90,986$2.76M0.0%-48.7%2.542%
2/8/2023Belpointe Asset Management LLC1,681$51K0.0%N/A0.047%
2/7/2023Commonwealth Equity Services LLC17,374$527K0.0%-7.9%0.485%
2/7/2023LPL Financial LLC24,134$733K0.0%-4.1%0.674%
2/7/2023IFP Advisors Inc4,448$171K0.0%-14.2%0.124%
2/3/2023Retirement Planning Co of New England Inc.7,800$237K0.2%-5.1%0.218%
2/1/2023 CWM LLC1,800$55K0.0%N/A0.050%
1/31/2023Kestra Advisory Services LLC12,207$371K0.0%-9.2%0.341%
1/30/2023 International Assets Investment Management LLC5,425$202K0.0%N/A0.152%
1/20/2023 DAVENPORT & Co LLC611,400$18.49M0.2%N/A17.223%
11/15/2022Flow Traders U.S. LLC8,894$268K0.0%-30.3%0.274%
11/10/2022Tower Research Capital LLC TRC22,556$680K0.0%-36.9%0.694%
11/10/2022UBS Group AG177,443$5.35M0.0%-2.7%5.460%
11/8/2022 Exencial Wealth Advisors LLC13,951$420K0.0%-3.4%0.429%
11/1/2022Kestra Advisory Services LLC13,439$405K0.0%+7.9%0.410%
10/25/2022Raymond James & Associates9,401$283K0.0%-36.5%0.287%
10/25/2022Raymond James Financial Services Advisors Inc.77,191$2.33M0.0%+1.1%2.353%
10/19/2022Retirement Planning Co of New England Inc.8,218$247K0.2%+6.5%0.251%
8/13/2022Flow Traders U.S. LLC12,762$353K0.0%-18.2%0.362%
8/11/2022Beacon Pointe Advisors LLC37,036$1.03M0.0%+17.9%1.049%
8/11/2022UBS Group AG182,406$5.05M0.0%-17.7%5.167%
7/28/2022 NTV Asset Management LLC55,618$1.54M0.3%-4.9%1.576%
7/28/2022Matisse Capital24,803$687K0.7%-64.0%0.703%
7/19/2022Commonwealth Equity Services LLC17,439$482K0.0%-6.1%0.494%
5/12/2022 Exencial Wealth Advisors LLC14,213$478K0.0%+30.1%0.387%
5/12/2022Cambridge Trust Co.775$26K0.0%-76.4%0.021%
5/10/2022Phoenix Holdings Ltd.12,800$414K0.0%-91.3%0.344%
5/6/2022 NTV Asset Management LLC58,493$1.97M0.3%-6.1%1.592%
5/6/2022 Valley National Advisers Inc.2,053$69K0.0%-31.2%0.056%
5/4/2022Commonwealth Equity Services LLC18,581$625K0.0%-38.1%0.506%
5/4/2022 Gladstone Institutional Advisory LLC6,619$223K0.0%+34.4%0.180%
4/26/2022Strategic Financial Services Inc37,153$1.25M0.1%+145.7%0.978%
4/12/2022Matisse Capital68,803$2.32M2.1%-51.6%1.776%
4/8/2022Summit Financial Group Inc.8,700$293K0.1%-15.1%0.225%
2/15/2022Strategic Financial Services Inc15,124$639K0.0%N/A0.364%
2/10/2022 Exencial Wealth Advisors LLC10,923$461K0.0%N/A0.263%
2/8/2022Raymond James Financial Services Advisors Inc.21,006$887K0.0%-5.2%0.506%
2/8/2022Retirement Planning Co of New England Inc.3,338$140K0.1%N/A0.080%
2/8/2022 Elmwood Wealth Management Inc.1,000$42K0.0%N/A0.024%
2/8/2022Bank of America Corp DE175,246$7.40M0.0%-12.1%4.223%
2/8/2022Raymond James & Associates14,177$599K0.0%-5.4%0.342%
2/7/2022 SFE Investment Counsel10,055$425K0.1%+6.7%0.242%
2/4/2022 NTV Asset Management LLC62,308$2.63M0.4%-6.1%1.501%
2/4/2022Matisse Capital142,044$6M4.1%+1,782.9%3.423%
2/3/2022Advisor Group Holdings Inc.20,498$866K0.0%-10.3%0.491%
2/3/2022Northwestern Mutual Wealth Management Co.962$41K0.0%-55.2%0.023%
1/31/2022Commonwealth Equity Services LLC30,014$1.27M0.0%-13.8%0.710%
1/14/2022Stratos Wealth Partners LTD.6,444$272K0.0%+5.0%0.151%
1/10/2022Summit Financial Group Inc.10,250$433K0.1%-10.5%0.237%
11/16/2021Cetera Investment Advisers12,943$589K0.0%N/A0.291%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW
11/16/2021UBS Group AG227,036$10.33M0.0%+17.8%5.102%
11/16/2021LPL Financial LLC48,373$2.20M0.0%+4.0%1.087%
11/16/2021MML Investors Services LLC14,141$644K0.0%+3.4%0.318%
11/16/2021Beacon Pointe Advisors LLC32,450$1.48M0.0%+273.0%0.729%
11/15/2021Flow Traders U.S. LLC11,355$517K0.0%-6.8%0.255%
11/15/2021Royal Bank of Canada56,689$2.58M0.0%+78.5%1.274%
11/15/2021Morgan Stanley238,483$10.85M0.0%+2.6%5.359%
11/10/2021 NTV Asset Management LLC66,358$3.02M0.5%-10.9%1.491%
11/5/2021Advisor Group Holdings Inc.22,850$1.04M0.0%-19.3%0.508%
11/2/2021Raymond James Financial Services Advisors Inc.22,164$1.01M0.0%-1.5%0.493%
(Data available from 1/1/2016 forward)

SBIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBIO shares?

During the previous two years, 25 institutional investors and hedge funds held shares of ALPS Medical Breakthroughs ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($61.43M), DAVENPORT & Co LLC ($27.46M), UBS Group AG ($2.14M), Raymond James Financial Services Advisors Inc. ($2.09M), NTV Asset Management LLC ($1.13M), Griffin Asset Management Inc. ($1.13M), and Phoenix Wealth Advisors ($932K).Learn more on SBIO's institutional investors.

Which institutional investors have been buying ALPS Medical Breakthroughs ETF stock?

Of the 16 institutional investors that purchased ALPS Medical Breakthroughs ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: DAVENPORT & Co LLC ($774.56K), International Assets Investment Management LLC ($169.98K), Griffin Asset Management Inc. ($30.14K), Strategic Financial Services Inc ($28.62K), Phoenix Wealth Advisors ($26.31K), Ridgewood Investments LLC ($20.10K), and Virtu Financial LLC ($15.73K).

How much institutional buying is happening at ALPS Medical Breakthroughs ETF?

Institutional investors have bought a total of 1,095,468 shares in the last 24 months. This purchase volume represents approximately $34.87M in transactions.

Which ALPS Medical Breakthroughs ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold ALPS Medical Breakthroughs ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($95.88K), Strategic Financial Services Inc ($45.46K), NTV Asset Management LLC ($23.76K), Tower Research Capital LLC TRC ($13.20K), Raymond James Financial Services Advisors Inc. ($11.37K), Ridgewood Investments LLC ($9.60K), and LPL Financial LLC ($4.22K).

How much institutional selling is happening at ALPS Medical Breakthroughs ETF?

Institutional investors have sold a total of 217,922 shares in the last 24 months. This volume of shares sold represents approximately $6.71M in transactions.


Related Companies

This page (NYSEARCA:SBIO) was last updated on 11/4/2024 by MarketBeat.com Staff
From Our Partners
2 sentences that change everything you THOUGHT you knew about trading
If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfas...
Investing Daily | Sponsored
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
A new way to play the AI boom (act before November 19)
There's a new way to play the $15 trillion AI boom. And it's so simple - you can do it right now with as li...
Behind the Markets | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
How high could Bitcoin go?
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin co...
Weiss Ratings | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
[Urgent] Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it a...
Paradigm Press | Sponsored