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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 0.67% |
$2.55K - $2.85K
|
8.97K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
58+ 0.12% |
$2.46K - $2.75K
|
48.2K
$2.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
53+ 0.69% |
$2.25K - $2.52K
|
7.72K
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 1.54% |
$2.17K - $2.42K
|
3.35K
$174K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
49+ 2.0% |
$2.08K - $2.33K
|
2.49K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
48+ 0.45% |
$2.04K - $2.28K
|
10.7K
$554K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
45+ 0.1% |
$1.91K - $2.14K
|
43.3K
$2.24M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35+ 0.43% |
$1.49K - $1.66K
|
8.13K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35New |
$1.49K - $1.66K
|
35
$1.81K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 2.03% |
$1.15K - $1.28K
|
1.35K
$70.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
25+ 0.17% |
$1.06K - $1.19K
|
14.8K
$768K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21New |
$892 - $997
|
21
$1.09K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 1.99% |
$892 - $997
|
1.08K
$55.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20+ 0.28% |
$850 - $949
|
7.23K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 1.25% |
$807 - $902
|
1.53K
$79.4K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$765 - $854
|
18
$932
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17+ 0.93% |
$722 - $807
|
1.84K
$95.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 2.0% |
$467 - $522
|
560
$29K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$382 - $427
|
3.92K
$203K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
8+ 0.16% |
$340 - $380
|
4.93K
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 0.44% |
$297 - $332
|
1.6K
$82.8K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
7+ 0.03% |
$297 - $332
|
24.2K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 1.88% |
$255 - $285
|
326
$16.9K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6+ 0.06% |
$255 - $285
|
10.2K
$530K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4+ 2.26% |
$170 - $190
|
181
$9.37K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.82% |
$127 - $142
|
168
$8.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3+ 0.01% |
$127 - $142
|
24K
$1.24M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.96% |
$85 - $94.9
|
104
$5.38K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.02% |
$85 - $94.9
|
8.92K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$85 - $94.9
|
1.95K
$101K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- -0.0% |
$42.5 - $47.5
|
46.6K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3- 0.05% |
$127 - $142
|
6.28K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4- 0.02% |
$170 - $190
|
19.4K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-5- 0.05% |
$212 - $237
|
9.38K
$486K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-16- 1.27% |
$680 - $759
|
1.25K
$64.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-17- 68.0% |
$722 - $807
|
8
$414
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 0.49% |
$1.02K - $1.14K
|
4.83K
$250K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 3.73% |
$1.44K - $1.61K
|
878
$45.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-42- 0.51% |
$1.78K - $1.99K
|
8.15K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43- 0.38% |
$1.83K - $2.04K
|
11.2K
$577K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-61- 6.88% |
$2.59K - $2.9K
|
825
$42.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66- 1.09% |
$2.8K - $3.13K
|
5.96K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-71- 0.04% |
$3.02K - $3.37K
|
198K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-72- 0.65% |
$3.06K - $3.42K
|
11K
$571K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-75- 0.4% |
$3.19K - $3.56K
|
18.5K
$958K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-91- 0.48% |
$3.87K - $4.32K
|
18.9K
$979K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-96- 0.98% |
$4.08K - $4.56K
|
9.7K
$502K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-99- 0.22% |
$4.21K - $4.7K
|
44.7K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-99- 2.67% |
$4.21K - $4.7K
|
3.61K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-103- 0.71% |
$4.38K - $4.89K
|
14.5K
$749K
|