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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-753- 2.98% |
$32K - $35.7K
|
24.5K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-762- 27.97% |
$32.4K - $36.2K
|
1.96K
$104K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-810- 6.05% |
$34.4K - $38.4K
|
12.6K
$668K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-866- 16.18% |
$36.8K - $41.1K
|
4.49K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-884- 0.65% |
$37.6K - $42K
|
135K
$7.19M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-889- 5.1% |
$37.8K - $42.2K
|
16.5K
$877K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-895- 3.35% |
$38K - $42.5K
|
25.8K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-917- 7.75% |
$39K - $43.5K
|
10.9K
$579K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-925- 7.0% |
$39.3K - $43.9K
|
12.3K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-954- 2.53% |
$40.5K - $45.3K
|
36.7K
$1.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-968- 2.19% |
$41.1K - $45.9K
|
43.2K
$2.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.04K- 17.66% |
$44.2K - $49.4K
|
4.85K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 14.08% |
$45.5K - $50.9K
|
6.54K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.09K- 7.27% |
$46.4K - $51.9K
|
13.9K
$739K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.26K- 2.46% |
$53.7K - $59.9K
|
50.1K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.28K- 9.22% |
$54.2K - $60.5K
|
12.6K
$666K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 9.26% |
$57K - $63.6K
|
13.1K
$697K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.37K- 0.59% |
$58.3K - $65.1K
|
232K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.53K- 3.23% |
$64.8K - $72.4K
|
45.6K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.56K- 4.87% |
$66.3K - $74K
|
30.5K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 12.36% |
$68.4K - $76.4K
|
11.4K
$606K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.69K- 29.14% |
$71.8K - $80.2K
|
4.11K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.74K- 12.07% |
$73.8K - $82.4K
|
12.7K
$671K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 97.25% |
$75K - $83.8K
|
50
$2.65K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.77K- 16.15% |
$75.3K - $84.1K
|
9.2K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.78K- 6.31% |
$75.6K - $84.5K
|
26.4K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.8K- 20.85% |
$76.5K - $85.4K
|
6.83K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.87K- 7.01% |
$79.4K - $88.7K
|
24.8K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.9K- 29.55% |
$80.6K - $90.1K
|
4.53K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.9K- 30.81% |
$80.8K - $90.3K
|
4.27K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.92K- 2.95% |
$81.4K - $90.9K
|
63K
$3.34M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.96K- 0.17% |
$83.1K - $92.8K
|
1.13M
$59.8M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 10.11% |
$85.1K - $95K
|
17.8K
$945K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.02K- 12.44% |
$85.7K - $95.7K
|
14.2K
$753K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.05K- 31.08% |
$86.9K - $97.1K
|
4.53K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-2.05K- 2.3% |
$87.1K - $97.3K
|
87K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.12K- 87.74% |
$90K - $101K
|
296
$15.7K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.29K- 16.53% |
$97.3K - $109K
|
11.6K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.31K- 52.92% |
$98.2K - $110K
|
2.06K
$109K
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.34K- 1.32% |
$99.4K - $111K
|
174K
$9.25M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.34K- 8.41% |
$99.6K - $111K
|
25.5K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.36K- 41.81% |
$100K - $112K
|
3.29K
$174K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.6K- 16.46% |
$111K - $123K
|
13.2K
$701K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-2.8K- 13.87% |
$119K - $133K
|
17.4K
$923K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.81K- 5.76% |
$119K - $133K
|
46K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.95K- 4.21% |
$125K - $140K
|
67.2K
$3.57M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.97K- 16.47% |
$126K - $141K
|
15.1K
$800K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3K- 23.61% |
$128K - $142K
|
9.71K
$515K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.27K- 57.54% |
$139K - $155K
|
2.41K
$128K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.39K- 39.23% |
$144K - $161K
|
5.25K
$279K
|