Latest Institutional Transactions on Alps ETF Tr Alerian Mlp ETF (AMLP)
This table provides information on the latest institutional transactions involving Alps ETF Tr Alerian Mlp ETF (AMLP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.58K+ 2.86% |
$101K - $109K
|
92.6K
$4.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
287New |
$11.3K - $12.2K
|
287
$13.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-951- 11.67% |
$37.3K - $40.4K
|
7.2K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
149+ 149.0% |
$5.84K - $6.33K
|
249
$11.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
242New |
$9.49K - $10.3K
|
242
$11.4K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27KNew |
$1.06M - $1.15M
|
27K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
5.21KNew |
$204K - $221K
|
5.21K
$244K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
5.25KNew |
$206K - $223K
|
5.25K
$247K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.06K+ 2.06% |
$80.7K - $87.4K
|
102K
$4.78M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
50New |
$1.96K - $2.12K
|
50
$2.35K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$1.03M - $1.12M
|
26.3K
$1.24M
|
|
| Q2 2023 | |||||||
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-77Closed |
$2.87K - $3.06K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
83New |
$3.1K - $3.29K
|
83
$3.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58KNew |
$59K - $62.8K
|
1.58K
$74.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.1K- 53.39% |
$415K - $441K
|
9.7K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-12.6K- 54.91% |
$469K - $499K
|
10.3K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-71- 15.07% |
$2.65K - $2.82K
|
400
$18.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
400New |
$14.9K - $15.9K
|
400
$18.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.34K+ 4.81% |
$50K - $53.1K
|
29.2K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
17New |
$634 - $675
|
17
$798
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-153Closed |
$5.71K - $6.07K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 1.16% |
$336 - $357
|
784
$36.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 2.0% |
$74.6 - $79.4
|
102
$4.79K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
11.2KNew |
$418K - $445K
|
11.2K
$526K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17.9K- 1.72% |
$669K - $712K
|
1.02M
$48.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
300New |
$11.2K - $11.9K
|
300
$14.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.91KNew |
$146K - $155K
|
3.91K
$183K
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-58.8K- 56.13% |
$2.19M - $2.33M
|
45.9K
$2.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
3KNew |
$112K - $119K
|
3K
$141K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
800New |
$29.8K - $31.8K
|
800
$37.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.44K- 5.91% |
$91K - $96.8K
|
38.8K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
110New |
$4.1K - $4.37K
|
110
$5.16K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$9.33K - $9.92K
|
250
$11.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
699+ 2.22% |
$26.1K - $27.7K
|
32.2K
$1.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.58K+ 1.29% |
$96.1K - $102K
|
203K
$9.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-20- 2.03% |
$746 - $794
|
967
$45.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
193New |
$7.2K - $7.66K
|
193
$9.06K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1KClosed |
$36.4K - $41.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-85.7K- 92.14% |
$3.11M - $3.52M
|
7.31K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
13.2KNew |
$481K - $544K
|
13.2K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$631K - $713K
|
17.4K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
600New |
$21.8K - $24.6K
|
600
$28.2K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
20.8K+ 8.91% |
$758K - $856K
|
255K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
155+ 155.0% |
$5.63K - $6.37K
|
255
$12K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
78.4K+ 19600.0% |
$2.85M - $3.22M
|
78.8K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-479- 1.15% |
$17.4K - $19.7K
|
41.1K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
82.2KNew |
$2.99M - $3.38M
|
82.2K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
1.8K+ 11.61% |
$65.4K - $73.9K
|
17.3K
$812K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12.7K- 56.44% |
$461K - $521K
|
9.79K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
28.6KNew |
$1.04M - $1.17M
|
28.6K
$1.34M
|
|