Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
16.1KNew |
$584K - $660K
|
16.1K
$832K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
14.7K+ 112.07% |
$535K - $605K
|
27.9K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.9K+ 189.26% |
$506K - $572K
|
21.3K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
13.2KNew |
$481K - $544K
|
13.2K
$686K
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
13.2K+ 25.72% |
$480K - $542K
|
64.5K
$3.34M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.6KNew |
$457K - $516K
|
12.6K
$650K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 8.29% |
$446K - $504K
|
160K
$8.3M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
12.1K+ 74.76% |
$439K - $496K
|
28.2K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 17.34% |
$414K - $468K
|
77.1K
$3.99M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.8K+ 16.2% |
$394K - $445K
|
77.8K
$4.03M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$393K - $444K
|
10.8K
$559K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
10.7K+ 5.62% |
$387K - $438K
|
200K
$10.4M
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.69K+ 15.17% |
$352K - $398K
|
73.6K
$3.81M
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
9.46K+ 36.3% |
$344K - $388K
|
35.5K
$1.84M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.32K+ 16.15% |
$339K - $383K
|
67K
$3.47M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.75K+ 151.86% |
$318K - $359K
|
14.5K
$751K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.65KNew |
$314K - $355K
|
8.65K
$448K
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.35K+ 12.3% |
$304K - $343K
|
76.3K
$3.95M
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
8.35KNew |
$303K - $343K
|
8.35K
$432K
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
8.28K+ 5.74% |
$301K - $340K
|
153K
$7.89M
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.23KNew |
$299K - $338K
|
8.23K
$426K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.12KNew |
$295K - $334K
|
8.12K
$420K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.41K+ 3706.5% |
$269K - $305K
|
7.61K
$394K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.3KNew |
$265K - $300K
|
7.3K
$378K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.19KNew |
$261K - $295K
|
7.19K
$372K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.12K+ 8.43% |
$259K - $293K
|
91.7K
$4.74M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.05KNew |
$256K - $290K
|
7.05K
$365K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.91K+ 6.45% |
$251K - $284K
|
114K
$5.9M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6.75K+ 143.04% |
$245K - $277K
|
11.5K
$593K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.55K+ 33.2% |
$238K - $269K
|
26.3K
$1.36M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.51KNew |
$237K - $268K
|
6.51K
$337K
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.45KNew |
$234K - $265K
|
6.45K
$334K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.42KNew |
$233K - $264K
|
6.42K
$332K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.36K+ 10.8% |
$231K - $261K
|
65.2K
$3.38M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.3K+ 31.65% |
$229K - $259K
|
26.2K
$1.36M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.28K+ 37.92% |
$228K - $258K
|
22.8K
$1.18M
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.1K+ 2.17% |
$222K - $250K
|
287K
$14.8M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6KNew |
$218K - $246K
|
6K
$311K
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
5.93KNew |
$216K - $244K
|
5.93K
$307K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.88KNew |
$214K - $242K
|
5.88K
$304K
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.77KNew |
$210K - $237K
|
5.77K
$299K
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.75KNew |
$209K - $236K
|
5.75K
$298K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.52K+ 20.56% |
$201K - $227K
|
32.4K
$1.68M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.46K+ 241.21% |
$199K - $224K
|
7.73K
$400K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.44K+ 43.74% |
$198K - $223K
|
17.9K
$925K
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.41KNew |
$197K - $222K
|
5.41K
$280K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5.4KNew |
$196K - $222K
|
5.4K
$280K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.37K+ 12.68% |
$195K - $221K
|
47.7K
$2.47M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.31KNew |
$193K - $218K
|
5.31K
$275K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
5.19KNew |
$188K - $213K
|
5.19K
$268K
|