Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.54KNew |
$69.5K - $74.4K
|
1.54K
$75.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 97.96% |
$69.3K - $74.1K
|
3.11K
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.53K+ 18.8% |
$69K - $73.8K
|
9.68K
$471K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.53K+ 2.1% |
$68.7K - $73.5K
|
74.2K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.51K+ 13.76% |
$68K - $72.8K
|
12.5K
$608K
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.5K+ 17.65% |
$67.5K - $72.3K
|
10K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.49K+ 25.02% |
$67.2K - $71.9K
|
7.46K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
1.49K+ 24.32% |
$67K - $71.8K
|
7.61K
$370K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.45K+ 4.9% |
$65.3K - $69.9K
|
31K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.43K+ 8.84% |
$64.3K - $68.8K
|
17.6K
$855K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 0.46% |
$63K - $67.4K
|
303K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.33K+ 2.61% |
$60K - $64.2K
|
52.4K
$2.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 23.75% |
$58.5K - $62.6K
|
6.77K
$330K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.29K+ 14.22% |
$58.3K - $62.4K
|
10.4K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 3.67% |
$57.4K - $61.4K
|
36K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25K+ 138.62% |
$56.2K - $60.2K
|
2.15K
$105K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.25K+ 2.12% |
$56.2K - $60.1K
|
60K
$2.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.22K+ 9.62% |
$54.7K - $58.6K
|
13.8K
$674K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.22K+ 3.32% |
$54.7K - $58.6K
|
37.8K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.19K+ 24.27% |
$53.7K - $57.4K
|
6.1K
$297K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.17K+ 10.36% |
$52.6K - $56.2K
|
12.4K
$605K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.16K+ 10.66% |
$52.2K - $55.9K
|
12K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.13K+ 33.25% |
$50.9K - $54.5K
|
4.53K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.1K+ 3.25% |
$49.7K - $53.2K
|
35.1K
$1.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.08KNew |
$48.4K - $51.8K
|
1.08K
$52.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.04K+ 0.81% |
$46.7K - $50K
|
130K
$6.32M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01K+ 4.13% |
$45.5K - $48.7K
|
25.5K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
975+ 0.94% |
$43.9K - $47K
|
105K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
920+ 1.91% |
$41.4K - $44.3K
|
49.1K
$2.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
900+ 0.38% |
$40.5K - $43.4K
|
236K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
784+ 11.28% |
$35.3K - $37.8K
|
7.74K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
773+ 0.49% |
$34.8K - $37.3K
|
159K
$7.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
770+ 12.13% |
$34.7K - $37.1K
|
7.12K
$347K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
762+ 5.04% |
$34.3K - $36.7K
|
15.9K
$774K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
750+ 5.97% |
$33.8K - $36.1K
|
13.3K
$647K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
704+ 4.12% |
$31.7K - $33.9K
|
17.8K
$867K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
698+ 2.03% |
$31.4K - $33.6K
|
35.1K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
692New |
$31.2K - $33.3K
|
692
$33.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
657+ 0.85% |
$29.6K - $31.7K
|
78.2K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
655+ 1.26% |
$29.5K - $31.6K
|
52.8K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
622+ 1244.0% |
$28K - $30K
|
672
$32.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
600+ 6.4% |
$27K - $28.9K
|
9.98K
$486K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
600New |
$27K - $28.9K
|
600
$29.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
595+ 6.15% |
$26.8K - $28.7K
|
10.3K
$500K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
563+ 2.11% |
$25.4K - $27.1K
|
27.3K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
548+ 0.39% |
$24.7K - $26.4K
|
140K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
531+ 2.02% |
$23.9K - $25.6K
|
26.9K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
517+ 2.15% |
$23.3K - $24.9K
|
24.5K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
506+ 11.84% |
$22.8K - $24.4K
|
4.78K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
500+ 2.73% |
$22.5K - $24.1K
|
18.8K
$915K
|