Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
704K+ 58.19% |
$29.9M - $33.4M
|
1.91M
$93.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
620K+ 11.08% |
$26.4M - $29.4M
|
6.22M
$303M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
509K+ 478.62% |
$21.6M - $24.1M
|
615K
$29.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
400K+ 8.09% |
$17M - $19M
|
5.35M
$260M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
391K+ 771.27% |
$16.6M - $18.6M
|
442K
$21.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
354K+ 3.42% |
$15M - $16.8M
|
10.7M
$520M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
354K+ 3.42% |
$15M - $16.8M
|
10.7M
$520M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
319K+ 22.52% |
$13.5M - $15.1M
|
1.73M
$84.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252K+ 14.84% |
$10.7M - $12M
|
1.95M
$95M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
251K+ 661.01% |
$10.7M - $11.9M
|
290K
$14.1M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
226K+ 3445.45% |
$9.6M - $10.7M
|
232K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
194K+ 24.07% |
$8.25M - $9.22M
|
1M
$48.7M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
185K+ 96.09% |
$7.85M - $8.77M
|
377K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
184KNew |
$7.82M - $8.74M
|
184K
$8.96M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
181K+ 566.39% |
$7.68M - $8.57M
|
213K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
178KNew |
$7.56M - $8.44M
|
178K
$8.66M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146K+ 9.86% |
$6.19M - $6.91M
|
1.62M
$79M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
132K+ 10.08% |
$5.6M - $6.25M
|
1.44M
$70M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
112K+ 113.01% |
$4.74M - $5.3M
|
210K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
108K+ 16.28% |
$4.59M - $5.13M
|
771K
$37.5M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
107K+ 196.43% |
$4.53M - $5.06M
|
161K
$7.83M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
102KNew |
$4.33M - $4.83M
|
102K
$4.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
92.2KNew |
$3.92M - $4.38M
|
92.2K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
86.8K+ 502.09% |
$3.69M - $4.12M
|
104K
$5.07M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
84.8K+ 90.68% |
$3.6M - $4.03M
|
178K
$8.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
79.4K+ 871.89% |
$3.37M - $3.77M
|
88.5K
$4.3M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
72.8KNew |
$3.09M - $3.46M
|
72.8K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66K+ 8.93% |
$2.81M - $3.13M
|
805K
$39.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.4K+ 6.99% |
$2.78M - $3.11M
|
1M
$48.8M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
61.8KNew |
$2.63M - $2.93M
|
61.8K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
60KNew |
$2.55M - $2.85M
|
60K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
56.8KNew |
$2.41M - $2.69M
|
56.8K
$2.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
56.3KNew |
$2.39M - $2.67M
|
56.3K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
54.2KNew |
$2.3M - $2.57M
|
54.2K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.1K+ 40.06% |
$2.26M - $2.52M
|
186K
$9.04M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
48.4K+ 334.1% |
$2.06M - $2.3M
|
62.9K
$3.06M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
47.5KNew |
$2.02M - $2.25M
|
47.5K
$2.31M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
46.4K+ 16.52% |
$1.97M - $2.2M
|
327K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44.7K+ 79.07% |
$1.9M - $2.12M
|
101K
$4.93M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
44K+ 7.73% |
$1.87M - $2.09M
|
613K
$29.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
43.6K+ 7.84% |
$1.85M - $2.07M
|
600K
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
40.3KNew |
$1.71M - $1.91M
|
40.3K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
35K+ 257.08% |
$1.49M - $1.66M
|
48.6K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
35K+ 233.33% |
$1.49M - $1.66M
|
50K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
34.2KNew |
$1.45M - $1.62M
|
34.2K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.3K+ 10.03% |
$1.33M - $1.48M
|
343K
$16.7M
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
BUY
|
- |
30.6K+ 62.99% |
$1.3M - $1.45M
|
79.1K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.4KNew |
$1.25M - $1.4M
|
29.4K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25.2K+ 13.45% |
$1.07M - $1.2M
|
213K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.1K+ 13.88% |
$1.06M - $1.19M
|
206K
$10M
|