Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8K+ 27.21% |
$340K - $380K
|
37.4K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.76KNew |
$330K - $368K
|
7.76K
$402K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$325K - $363K
|
7.65K
$396K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.61K+ 94.44% |
$324K - $361K
|
15.7K
$811K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.52K+ 8.99% |
$319K - $357K
|
91.1K
$4.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.43K+ 96.78% |
$316K - $352K
|
15.1K
$782K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
7.4K+ 34.04% |
$314K - $351K
|
29.1K
$1.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.35K+ 52.57% |
$312K - $349K
|
21.3K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.3K+ 14.92% |
$310K - $346K
|
56.2K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.16K+ 11.86% |
$304K - $340K
|
67.5K
$3.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.14KNew |
$303K - $339K
|
7.14K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.04K+ 9.04% |
$299K - $334K
|
84.9K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.72KNew |
$285K - $319K
|
6.72K
$348K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.68KNew |
$284K - $317K
|
6.68K
$346K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.65K+ 92.36% |
$283K - $316K
|
13.8K
$717K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.49K+ 7.98% |
$276K - $308K
|
87.8K
$4.55M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.46K+ 2.88% |
$275K - $307K
|
231K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.27K+ 3.7% |
$266K - $297K
|
176K
$9.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
6.2K+ 28.84% |
$263K - $294K
|
27.7K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.97KNew |
$254K - $283K
|
5.97K
$309K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.93K+ 22.64% |
$252K - $281K
|
32.1K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.85KNew |
$248K - $278K
|
5.85K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.85KNew |
$248K - $277K
|
5.85K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.83KNew |
$248K - $277K
|
5.83K
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.8KNew |
$247K - $275K
|
5.8K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5.77KNew |
$245K - $274K
|
5.77K
$298K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
5.74KNew |
$244K - $272K
|
5.74K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
5.56KNew |
$236K - $264K
|
5.56K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.51KNew |
$234K - $262K
|
5.51K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.47KNew |
$233K - $260K
|
5.47K
$283K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.46KNew |
$232K - $259K
|
5.46K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.33KNew |
$227K - $253K
|
5.33K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.33KNew |
$227K - $253K
|
5.33K
$276K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5.29K+ 4.04% |
$225K - $251K
|
136K
$7.05M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 21.18% |
$221K - $247K
|
29.8K
$1.54M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.2K+ 90.0% |
$221K - $247K
|
11K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.1KNew |
$216K - $242K
|
5.1K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.09KNew |
$216K - $241K
|
5.09K
$263K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.04KNew |
$214K - $239K
|
5.04K
$261K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5KNew |
$212K - $237K
|
5K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
4.92K+ 421.49% |
$209K - $234K
|
6.09K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.91KNew |
$209K - $233K
|
4.91K
$254K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.9KNew |
$208K - $233K
|
4.9K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.81KNew |
$204K - $228K
|
4.81K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
4.79KNew |
$204K - $227K
|
4.79K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.73K+ 7.29% |
$201K - $224K
|
69.6K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.65KNew |
$198K - $221K
|
4.65K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.65KNew |
$197K - $220K
|
4.65K
$240K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.64KNew |
$197K - $220K
|
4.64K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.63KNew |
$197K - $220K
|
4.63K
$239K
|