Purchases and Sales Made in Q4 2024 in Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information about the institutional ownership of Alps ETF Tr Equal Sector Weigh (EQL) during Q4 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR EQUAL SECTOR WEIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
282KNew |
$35.2M - $37.6M
|
282K
$37.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.4KNew |
$2.05M - $2.18M
|
16.4K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 7.82% |
$1.98M - $2.11M
|
218K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.8K+ 420.49% |
$1.97M - $2.1M
|
19.5K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
15KNew |
$1.88M - $2M
|
15K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.21K+ 110.8% |
$1.03M - $1.09M
|
15.6K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.63K+ 13.72% |
$829K - $883K
|
55K
$7.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.31K+ 9.73% |
$664K - $707K
|
59.8K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.55K+ 6.38% |
$569K - $606K
|
75.8K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.81KNew |
$476K - $507K
|
3.81K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
2.7KNew |
$338K - $360K
|
2.7K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$288K - $307K
|
2.3K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.18KNew |
$272K - $290K
|
2.18K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.18KNew |
$272K - $290K
|
2.18K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.16K+ 29.73% |
$270K - $287K
|
9.41K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.73K+ 21.93% |
$217K - $231K
|
9.64K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 22.14% |
$166K - $177K
|
7.32K
$966K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
757+ 6.97% |
$94.6K - $101K
|
11.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
654New |
$81.8K - $87.1K
|
654
$86.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
591New |
$73.9K - $78.7K
|
591
$78K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
474+ 182.31% |
$59.3K - $63.1K
|
734
$96.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
450+ 4.41% |
$56.3K - $59.9K
|
10.7K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
432+ 3.55% |
$54K - $57.5K
|
12.6K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
409+ 36.23% |
$51.1K - $54.5K
|
1.54K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 2500.0% |
$31.3K - $33.3K
|
260
$34.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65+ 2.08% |
$8.13K - $8.66K
|
3.19K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
32+ 0.47% |
$4K - $4.26K
|
6.81K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 28.26% |
$1.63K - $1.73K
|
59
$7.79K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$125 - $133
|
2.3K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.02% |
$125 - $133
|
4.57K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-22- 3.64% |
$2.75K - $2.93K
|
582
$76.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-29- 0.19% |
$3.63K - $3.86K
|
15.5K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35- 0.35% |
$4.38K - $4.66K
|
9.97K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-88- 0.68% |
$11K - $11.7K
|
12.9K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-432- 1.88% |
$54K - $57.5K
|
22.5K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.35K- 6.77% |
$168K - $179K
|
18.5K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.74K- 5.95% |
$342K - $365K
|
43.3K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.12K- 21.27% |
$390K - $415K
|
11.5K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.67K- 1.64% |
$833K - $888K
|
400K
$52.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.8K- 66.07% |
$1.85M - $1.97M
|
7.59K
$1M
|