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
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.5KNew |
$63.7K - $71.2K
|
1.5K
$73K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 2.08% |
$62.9K - $70.3K
|
72.7K
$3.54M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.47K+ 8.06% |
$62.6K - $69.9K
|
19.7K
$961K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.45K+ 8.75% |
$61.8K - $69K
|
18.1K
$880K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.43K+ 10.47% |
$60.7K - $67.8K
|
15.1K
$734K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.42K+ 23.46% |
$60.4K - $67.5K
|
7.48K
$364K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.35K+ 7.52% |
$57.2K - $63.9K
|
19.3K
$938K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.31K+ 9.6% |
$55.6K - $62.1K
|
14.9K
$727K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3K+ 23.09% |
$55.1K - $61.6K
|
6.92K
$337K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.27K+ 4.73% |
$53.9K - $60.2K
|
28.1K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.26K+ 22.2% |
$53.7K - $59.9K
|
6.95K
$338K
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.25K+ 17.24% |
$53.1K - $59.3K
|
8.5K
$414K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.21K+ 5.21% |
$51.4K - $57.4K
|
24.4K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.18K+ 2.69% |
$49.9K - $55.8K
|
44.9K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.17K+ 12.65% |
$49.5K - $55.3K
|
10.4K
$505K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 13.16% |
$47.8K - $53.4K
|
9.68K
$471K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.12K+ 15.57% |
$47.5K - $53.1K
|
8.31K
$404K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.08K+ 1.82% |
$45.9K - $51.3K
|
60.4K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.04K+ 44.21% |
$44.3K - $49.5K
|
3.4K
$165K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.04K+ 2.07% |
$44K - $49.2K
|
51.1K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.03K+ 8.59% |
$43.8K - $48.9K
|
13K
$633K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.03K+ 22.12% |
$43.6K - $48.7K
|
5.67K
$276K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
1.02K+ 1.2% |
$43.3K - $48.4K
|
86.1K
$4.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.02K+ 2.57% |
$43.3K - $48.3K
|
40.6K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$42.5K - $47.5K
|
1K
$48.7K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
960+ 1.64% |
$40.8K - $45.6K
|
59.4K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
912+ 138.6% |
$38.8K - $43.3K
|
1.57K
$76.4K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
899+ 1.9% |
$38.2K - $42.7K
|
48.2K
$2.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
886+ 25.18% |
$37.6K - $42K
|
4.4K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
882+ 2.6% |
$37.5K - $41.9K
|
34.8K
$1.69M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
874+ 7.1% |
$37.1K - $41.5K
|
13.2K
$642K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
802+ 4.58% |
$34.1K - $38.1K
|
18.3K
$891K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
780+ 5.35% |
$33.1K - $37K
|
15.4K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
780+ 12.18% |
$33.1K - $37K
|
7.18K
$350K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
755+ 2.64% |
$32.1K - $35.8K
|
29.4K
$1.43M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
748+ 9.16% |
$31.8K - $35.5K
|
8.92K
$434K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
731+ 0.84% |
$31.1K - $34.7K
|
87.9K
$4.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
723+ 5.2% |
$30.7K - $34.3K
|
14.6K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
681+ 2.02% |
$28.9K - $32.3K
|
34.4K
$1.67M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
681+ 2.02% |
$28.9K - $32.3K
|
34.4K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
649+ 13.35% |
$27.6K - $30.8K
|
5.51K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
618+ 0.21% |
$26.3K - $29.3K
|
300K
$14.6M
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
608+ 1.13% |
$25.8K - $28.9K
|
54.5K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
578+ 11.41% |
$24.6K - $27.4K
|
5.64K
$275K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
573+ 2.4% |
$24.3K - $27.2K
|
24.4K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
568New |
$24.1K - $27K
|
568
$27.6K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
567+ 3.22% |
$24.1K - $26.9K
|
18.2K
$884K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
560+ 0.3% |
$23.8K - $26.6K
|
189K
$9.18M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
534+ 7.16% |
$22.7K - $25.3K
|
7.99K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
500New |
$21.2K - $23.7K
|
500
$24.3K
|