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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.1K+ 13.88% |
$1.06M - $1.19M
|
206K
$10M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
24.4KNew |
$1.04M - $1.16M
|
24.4K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
24.2KNew |
$1.03M - $1.15M
|
24.2K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23.9K+ 44.33% |
$1.02M - $1.13M
|
77.8K
$3.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 144.09% |
$905K - $1.01M
|
36.1K
$1.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$883K - $987K
|
20.8K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.2K+ 727.08% |
$860K - $961K
|
23K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20K+ 48.87% |
$851K - $950K
|
61K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
20K+ 252.68% |
$850K - $949K
|
27.9K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19K+ 8.77% |
$805K - $900K
|
235K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
18.9KNew |
$803K - $897K
|
18.9K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
18.2K+ 1.99% |
$775K - $865K
|
935K
$45.5M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18K+ 170.99% |
$766K - $856K
|
28.6K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
18K+ 144.0% |
$765K - $854K
|
30.5K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
16.6K+ 7.13% |
$707K - $789K
|
250K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
16.5KNew |
$701K - $783K
|
16.5K
$803K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.3K+ 33.07% |
$694K - $775K
|
65.7K
$3.2M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.9K+ 31.79% |
$677K - $756K
|
66K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.7K+ 16.16% |
$666K - $744K
|
113K
$5.48M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
15.7K+ 298.65% |
$665K - $743K
|
20.9K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 12.99% |
$609K - $680K
|
125K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
14.3KNew |
$608K - $679K
|
14.3K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14KNew |
$595K - $664K
|
14K
$681K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13.8K+ 29.7% |
$588K - $657K
|
60.4K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.8K+ 23.51% |
$586K - $654K
|
72.5K
$3.53M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
12.9K+ 16.79% |
$548K - $612K
|
89.7K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12.6KNew |
$537K - $600K
|
12.6K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 13.83% |
$529K - $591K
|
102K
$4.98M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.3K+ 146.52% |
$523K - $585K
|
20.7K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.1K+ 17.51% |
$516K - $576K
|
81.5K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12KNew |
$510K - $570K
|
12K
$584K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
11.9K+ 3.93% |
$506K - $565K
|
314K
$15.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$479K - $535K
|
11.3K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.2K+ 25.8% |
$475K - $531K
|
54.5K
$2.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
11.1K+ 53.92% |
$473K - $528K
|
31.8K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.9K+ 19.23% |
$464K - $519K
|
67.8K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.5K+ 1.08% |
$447K - $499K
|
981K
$47.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5K+ 3.86% |
$447K - $499K
|
283K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$438K - $489K
|
10.3K
$501K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.94KNew |
$422K - $472K
|
9.94K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.73K+ 86.71% |
$413K - $462K
|
21K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9.65K+ 7.19% |
$410K - $458K
|
144K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
9.59KNew |
$407K - $455K
|
9.59K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.34K+ 19466.67% |
$397K - $443K
|
9.39K
$457K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.34K+ 2.73% |
$397K - $443K
|
352K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.89KNew |
$378K - $422K
|
8.89K
$433K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
8.73KNew |
$371K - $415K
|
8.73K
$425K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.72K+ 35.16% |
$371K - $414K
|
33.5K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
8.24K+ 5.37% |
$350K - $391K
|
162K
$7.87M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.21K+ 2.79% |
$349K - $390K
|
302K
$14.7M
|