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ALPS Medical Breakthroughs ETF (SBIO) Institutional Ownership

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+0.08 (+0.23%)
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Institutional Ownership Changes (13F Filings) for ALPS Medical Breakthroughs ETF (NYSEARCA:SBIO)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$6.03M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.81M
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SBIO Institutional Buying and Selling by Quarter

ALPS Medical Breakthroughs ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024 DAVENPORT & Co LLC771,189$27.46M0.2%+12.1%24.100%
4/27/2024 Phoenix 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 Inc 19,872$655K0.0%-69.2%0.573%
2/6/2024NTV Asset Management LLC32,661$1.08M0.2%-27.7%0.941%
1/30/2024 Phoenix 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%
11/6/2023NTV 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%
7/25/2023 Raymond James Financial Services Advisors Inc.66,307$2.09M0.0%-9.6%1.868%
7/25/2023 Raymond James & Associates6,757$213K0.0%N/A0.190%
7/20/2023 DAVENPORT & Co LLC691,153$21.81M0.2%+0.3%19.469%
7/13/2023 Phoenix Wealth Advisors9,584$302K0.2%-4.6%0.270%
5/12/2023Strategic Financial Services Inc55,537$1.51M0.1%+106.3%1.564%
5/5/2023NTV Asset Management LLC48,788$1.33M0.2%-3.2%1.374%
5/5/2023 Phoenix Wealth Advisors10,044$273K0.2%N/A0.283%
5/2/2023Exencial Wealth Advisors LLC12,816$348K0.0%-8.8%0.361%
4/27/2023 DAVENPORT & Co LLC689,016$18.73M0.1%+12.7%19.409%
4/14/2023 Raymond James Financial Services Advisors Inc.73,339$1.99M0.0%+0.7%2.049%
2/8/2023 Raymond James Financial Services Advisors Inc.72,850$2.21M0.0%-5.6%2.035%
2/8/2023NTV Asset Management LLC50,418$1.53M0.3%-9.3%1.408%
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%
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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%
11/8/2022Exencial Wealth Advisors LLC13,951$420K0.0%-3.4%0.429%
11/1/2022Kestra Advisory Services LLC13,439$405K0.0%+7.9%0.410%
10/25/2022 Raymond James & Associates9,401$283K0.0%-36.5%0.287%
10/25/2022 Raymond 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%
7/28/2022NTV Asset Management LLC55,618$1.54M0.3%-4.9%1.576%
7/28/2022 Matisse Capital24,803$687K0.7%-64.0%0.703%
7/19/2022Commonwealth Equity Services LLC17,439$482K0.0%-6.1%0.494%
5/12/2022Exencial 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%
5/6/2022NTV 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%
5/4/2022Gladstone Institutional Advisory LLC6,619$223K0.0%+34.4%0.180%
4/26/2022Strategic Financial Services Inc37,153$1.25M0.1%+145.7%0.978%
4/12/2022 Matisse Capital68,803$2.32M2.1%-51.6%1.776%
4/8/2022 Summit Financial Group Inc.8,700$293K0.1%-15.1%0.225%
2/15/2022Strategic Financial Services Inc15,124$639K0.0%N/A0.364%
2/10/2022Exencial Wealth Advisors LLC10,923$461K0.0%N/A0.263%
2/8/2022 Raymond 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%
2/8/2022Elmwood 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%
2/8/2022 Raymond James & Associates14,177$599K0.0%-5.4%0.342%
2/7/2022SFE Investment Counsel10,055$425K0.1%+6.7%0.242%
2/4/2022NTV Asset Management LLC62,308$2.63M0.4%-6.1%1.501%
2/4/2022 Matisse 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%
1/14/2022 Stratos Wealth Partners LTD.6,444$272K0.0%+5.0%0.151%
1/10/2022 Summit Financial Group Inc.10,250$433K0.1%-10.5%0.237%
11/16/2021Cetera Investment Advisers12,943$589K0.0%N/A0.291%
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%
11/10/2021NTV 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%
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11/2/2021 Raymond James Financial Services Advisors Inc.22,164$1.01M0.0%-1.5%0.493%
11/2/2021 Raymond James & Associates14,991$682K0.0%-40.2%0.333%
10/29/2021Commonwealth Equity Services LLC34,812$1.58M0.0%-10.3%0.774%
10/27/2021Phoenix Holdings Ltd.146,900$5.10M0.1%+72.8%3.264%
10/25/2021Cardan Capital Partners LLC89,900$4.09M0.5%+30.9%1.998%
8/24/2021Flow Traders U.S. LLC12,180$596K0.0%N/A0.265%
8/17/2021Wells Fargo & Company MN171,971$8.41M0.0%+1.2%3.659%
8/17/2021Beacon Pointe Advisors LLC8,700$426K0.0%N/A0.185%
8/16/2021Royal Bank of Canada31,752$1.55M0.0%-50.6%0.676%
8/16/2021Morgan Stanley232,462$11.37M0.0%+6.1%4.946%
(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, 28 institutional investors and hedge funds held shares of ALPS Medical Breakthroughs ETF. The most heavily invested institutionals were DAVENPORT & Co LLC ($27.46M), UBS Group AG ($2.14M), Raymond James Financial Services Advisors Inc. ($2.09M), NTV Asset Management LLC ($1.13M), Beacon Pointe Advisors LLC ($1.03M), Phoenix Wealth Advisors ($932K), and Ridgewood Investments LLC ($702K).Learn more on SBIO's institutional investors.

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

Of the 17 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), Strategic Financial Services Inc ($28.62K), Phoenix Wealth Advisors ($26.31K), Virtu Financial LLC ($15.73K), McGuire Investment Group LLC ($8.55K), Griffin Asset Management Inc. ($7.97K), and Raymond James & Associates ($6.76K).

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

Institutional investors have bought a total of 899,494 shares in the last 24 months. This purchase volume represents approximately $27.60M in transactions.

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

Of the 19 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 ($135.05K), Phoenix Holdings Ltd. ($134.10K), Strategic Financial Services Inc ($45.46K), Matisse Capital ($44K), NTV Asset Management LLC ($26.63K), Tower Research Capital LLC TRC ($13.20K), and Raymond James Financial Services Advisors Inc. ($11.37K).

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

Institutional investors have sold a total of 448,696 shares in the last 24 months. This volume of shares sold represents approximately $13.92M in transactions.


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This page (NYSEARCA:SBIO) was last updated on 5/7/2024 by MarketBeat.com Staff

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