Purchases and Sales Made in Q1 2022 in Alps ETF Tr Alerian Mlp ETF (AMLP)
This table provides information about the institutional ownership of Alps ETF Tr Alerian Mlp ETF (AMLP) during Q1 2022. The information is specifically focused on institutions that hold shares of ALPS ETF TR ALERIAN MLP ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
400+ 31.75% |
$13.5K - $15.4K
|
1.66K
$80.8K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
399+ 1.74% |
$13.4K - $15.4K
|
23.3K
$1.13M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
386+ 0.92% |
$13K - $14.9K
|
42.5K
$2.07M
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
381+ 11.04% |
$12.8K - $14.7K
|
3.83K
$187K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
356+ 1.39% |
$12K - $13.7K
|
25.9K
$1.26M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
293+ 4.28% |
$9.87K - $11.3K
|
7.13K
$347K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
292+ 3.53% |
$9.83K - $11.3K
|
8.56K
$417K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
275New |
$9.26K - $10.6K
|
275
$13.4K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
271New |
$9.13K - $10.5K
|
271
$13.2K
|
|
May 13, 2022
Q1 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
248+ 1.66% |
$8.35K - $9.58K
|
15.2K
$741K
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
245New |
$8.25K - $9.46K
|
245
$11.9K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
200+ 4.17% |
$6.74K - $7.72K
|
4.99K
$243K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
193+ 64.98% |
$6.5K - $7.45K
|
490
$23.8K
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
183+ 2.39% |
$6.16K - $7.07K
|
7.83K
$381K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
142New |
$4.78K - $5.48K
|
142
$6.91K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
142New |
$4.78K - $5.48K
|
142
$6.91K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
127New |
$4.28K - $4.9K
|
127
$6.18K
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
118+ 1.92% |
$3.97K - $4.56K
|
6.27K
$305K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
111New |
$3.74K - $4.29K
|
111
$5.4K
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
110+ 1.44% |
$3.7K - $4.25K
|
7.75K
$377K
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
106+ 0.4% |
$3.57K - $4.09K
|
26.3K
$1.28M
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
103+ 0.89% |
$3.47K - $3.98K
|
11.7K
$571K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
101+ 1.93% |
$3.4K - $3.9K
|
5.33K
$259K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
100New |
$3.37K - $3.86K
|
100
$4.87K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$3.37K - $3.86K
|
100
$4.87K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
94+ 1.49% |
$3.17K - $3.63K
|
6.4K
$311K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
73+ 0.15% |
$2.46K - $2.82K
|
48.5K
$2.36M
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
62+ 0.44% |
$2.09K - $2.39K
|
14.1K
$687K
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
60+ 0.25% |
$2.02K - $2.32K
|
24.5K
$1.19M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
60New |
$2.02K - $2.32K
|
60
$2.92K
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
54+ 0.72% |
$1.82K - $2.09K
|
7.58K
$369K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$1.35K - $1.54K
|
40
$1.95K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39+ 0.11% |
$1.31K - $1.51K
|
35.9K
$1.74M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
38+ 1.29% |
$1.28K - $1.47K
|
2.99K
$146K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 0.22% |
$1.25K - $1.43K
|
17K
$825K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 0.48% |
$1.15K - $1.31K
|
7.06K
$343K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32+ 0.44% |
$1.08K - $1.24K
|
7.35K
$358K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
24+ 0.1% |
$808 - $927
|
24K
$1.17M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
23+ 0.1% |
$775 - $888
|
22.9K
$1.11M
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
20+ 0.19% |
$674 - $772
|
10.4K
$507K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 0.65% |
$640 - $734
|
2.95K
$144K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$606 - $695
|
18
$876
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17+ 1.88% |
$573 - $657
|
920
$44.8K
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
16+ 0.01% |
$539 - $618
|
126K
$6.13M
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 0.7% |
$472 - $541
|
2.02K
$98.3K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 2.04% |
$370 - $425
|
549
$26.7K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.79% |
$202 - $232
|
341
$16.6K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.83% |
$168 - $193
|
278
$13.5K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$101 - $116
|
3.86K
$188K
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2+ 3.7% |
$67.4 - $77.2
|
56
$2.73K
|