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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-107- 0.58% |
$4.55K - $5.08K
|
18.3K
$890K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-110- 42.31% |
$4.67K - $5.22K
|
150
$7.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-110- 1.58% |
$4.67K - $5.22K
|
6.87K
$334K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-125- 1.37% |
$5.31K - $5.93K
|
8.97K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-128- 5.24% |
$5.44K - $6.07K
|
2.32K
$113K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-129- 1.11% |
$5.48K - $6.12K
|
11.5K
$558K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-138- 4.62% |
$5.86K - $6.55K
|
2.85K
$139K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-140- 21.88% |
$5.95K - $6.64K
|
500
$24.3K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-176- 4.55% |
$7.48K - $8.35K
|
3.69K
$180K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-176- 1.05% |
$7.48K - $8.35K
|
16.5K
$805K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-192- 3.66% |
$8.16K - $9.11K
|
5.06K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-200- 40.0% |
$8.5K - $9.49K
|
300
$14.6K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-200- 3.33% |
$8.5K - $9.49K
|
5.8K
$282K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-211- 4.21% |
$8.97K - $10K
|
4.8K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-214- 4.53% |
$9.09K - $10.2K
|
4.51K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-217- 78.34% |
$9.22K - $10.3K
|
60
$2.92K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-245- 5.1% |
$10.4K - $11.6K
|
4.56K
$222K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-250- 83.33% |
$10.6K - $11.9K
|
50
$2.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-251- 3.97% |
$10.7K - $11.9K
|
6.06K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-280- 2.11% |
$11.9K - $13.3K
|
13K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-290- 4.62% |
$12.3K - $13.8K
|
5.98K
$291K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-296- 0.87% |
$12.6K - $14K
|
33.8K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-300- 5.23% |
$12.7K - $14.2K
|
5.43K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-339- 2.01% |
$14.4K - $16.1K
|
16.6K
$806K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-371- 1.38% |
$15.8K - $17.6K
|
26.6K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-383- 77.69% |
$16.3K - $18.2K
|
110
$5.35K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-388- 5.41% |
$16.5K - $18.4K
|
6.78K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-400- 24.1% |
$17K - $19K
|
1.26K
$61.3K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-418- 2.69% |
$17.8K - $19.8K
|
15.1K
$737K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-421- 7.89% |
$17.9K - $20K
|
4.91K
$239K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-427- 1.59% |
$18.1K - $20.3K
|
26.4K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-450- 1.57% |
$19.1K - $21.4K
|
28.2K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-455- 4.25% |
$19.3K - $21.6K
|
10.3K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-483- 3.39% |
$20.5K - $22.9K
|
13.8K
$670K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-493- 5.87% |
$20.9K - $23.4K
|
7.9K
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-493- 1.3% |
$20.9K - $23.4K
|
37.5K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-515- 3.1% |
$21.9K - $24.4K
|
16.1K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-527- 11.1% |
$22.4K - $25K
|
4.22K
$205K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-563- 4.27% |
$23.9K - $26.7K
|
12.6K
$615K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-566- 3.39% |
$24K - $26.9K
|
16.1K
$785K
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-598- 0.38% |
$25.4K - $28.4K
|
158K
$7.69M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-624- 5.69% |
$26.5K - $29.6K
|
10.3K
$503K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-629- 35.62% |
$26.7K - $29.9K
|
1.14K
$55.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-680- 6.75% |
$28.9K - $32.3K
|
9.39K
$457K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-681- 3.78% |
$28.9K - $32.3K
|
17.3K
$843K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-691- 12.65% |
$29.4K - $32.8K
|
4.77K
$232K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-730- 22.17% |
$31K - $34.6K
|
2.56K
$125K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-738- 2.6% |
$31.4K - $35K
|
27.7K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-750- 9.87% |
$31.9K - $35.6K
|
6.85K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-752- 13.9% |
$32K - $35.7K
|
4.66K
$227K
|