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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.16K+ 0.36% |
$54.1K - $59.7K
|
325K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.02M+ 19.4% |
$47.6M - $52.5M
|
6.3M
$305M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.4K+ 113.45% |
$485K - $535K
|
19.6K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-937K- 39.86% |
$43.6M - $48.1M
|
1.41M
$68.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
444+ 2.08% |
$20.6K - $22.8K
|
21.8K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6+ 5.71% |
$279 - $308
|
111
$5.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 0.67% |
$4.65K - $5.13K
|
15.1K
$728K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
658New |
$30.6K - $33.8K
|
658
$31.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-92- 0.29% |
$4.28K - $4.72K
|
32.1K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
51+ 1.76% |
$2.37K - $2.62K
|
2.95K
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-552- 41.01% |
$25.7K - $28.3K
|
794
$38.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
300+ 2.9% |
$13.9K - $15.4K
|
10.7K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.21K+ 1.99% |
$56.2K - $62K
|
61.9K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.95K+ 41.74% |
$137K - $151K
|
10K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7.49KNew |
$348K - $384K
|
7.49K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
290New |
$13.5K - $14.9K
|
290
$14K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-195- 2.61% |
$9.06K - $10K
|
7.27K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
7.07KNew |
$329K - $363K
|
7.07K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
987+ 8.4% |
$45.9K - $50.7K
|
12.7K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.57KNew |
$259K - $286K
|
5.57K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
7+ 0.49% |
$325 - $359
|
1.45K
$70.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Truffle Hound Capital, LLC
Bethesda, MD |
BUY
|
- |
220KNew |
$10.2M - $11.3M
|
220K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
428New |
$19.9K - $22K
|
428
$20.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
791New |
$36.8K - $40.6K
|
791
$38.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-222- 2.04% |
$10.3K - $11.4K
|
10.6K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
23+ 0.12% |
$1.07K - $1.18K
|
19.8K
$958K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-400K- 5.18% |
$18.6M - $20.5M
|
7.32M
$354M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.6K- 54.1% |
$634K - $700K
|
11.6K
$560K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
401K+ 16.71% |
$18.6M - $20.6M
|
2.8M
$135M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.1K- 4.45% |
$191K - $210K
|
88K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.06K+ 19.28% |
$328K - $362K
|
43.7K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-2.5K- 0.63% |
$116K - $128K
|
393K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
47.3K+ 5.47% |
$2.2M - $2.43M
|
912K
$44.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
359+ 1.67% |
$16.7K - $18.4K
|
21.8K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500+ 400.0% |
$23.2K - $25.7K
|
625
$30.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
315New |
$14.6K - $16.2K
|
315
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.76KNew |
$268K - $295K
|
5.76K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11K- 1.6% |
$512K - $565K
|
675K
$32.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.0% |
$46.5 - $51.3
|
36.5K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
495K+ 26.84% |
$23M - $25.4M
|
2.34M
$113M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.14K+ 2.2% |
$146K - $161K
|
146K
$7.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-157- 1.37% |
$7.3K - $8.06K
|
11.3K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
400+ 7.63% |
$18.6K - $20.5K
|
5.65K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.6K- 2.75% |
$167K - $185K
|
128K
$6.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.35K- 9.98% |
$295K - $326K
|
57.3K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
445+ 9.55% |
$20.7K - $22.8K
|
5.1K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.27K- 6.75% |
$106K - $117K
|
31.4K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
16.4KNew |
$762K - $842K
|
16.4K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-10.6K- 31.27% |
$494K - $545K
|
23.4K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9+ 0.15% |
$418 - $462
|
6.21K
$301K
|