Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.85K+ 22.07% |
$195K - $241K
|
32.3K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.84K+ 59.1% |
$195K - $241K
|
15.7K
$765K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.7K+ 2.38% |
$190K - $235K
|
245K
$11.9M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.69KNew |
$190K - $235K
|
5.69K
$277K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.64KNew |
$188K - $233K
|
5.64K
$274K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.64KNew |
$188K - $233K
|
5.64K
$274K
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
5.64KNew |
$188K - $233K
|
5.64K
$274K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.6KNew |
$187K - $231K
|
5.6K
$273K
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
5.59KNew |
$187K - $231K
|
5.59K
$272K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.48KNew |
$183K - $226K
|
5.48K
$267K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.32KNew |
$178K - $220K
|
5.32K
$259K
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.17K+ 9.11% |
$173K - $214K
|
61.9K
$3.01M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.03K+ 6.79% |
$168K - $208K
|
79K
$3.85M
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
4.95K+ 3.73% |
$165K - $205K
|
138K
$6.71M
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.79K+ 31.54% |
$160K - $198K
|
20K
$972K
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.53K+ 19.78% |
$151K - $187K
|
27.4K
$1.33M
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
4.49K+ 1.38% |
$150K - $185K
|
329K
$16M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.26K+ 62.8% |
$142K - $176K
|
11K
$537K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.03K+ 5.7% |
$134K - $166K
|
74.7K
$3.63M
|
|
Nov 14, 2022
Q3 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
4K+ 3.22% |
$134K - $165K
|
128K
$6.24M
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4K+ 2500.0% |
$134K - $165K
|
4.16K
$202K
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.96K+ 12.95% |
$132K - $163K
|
34.5K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.5K+ 23.44% |
$117K - $144K
|
18.4K
$896K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.4K+ 3.46% |
$114K - $140K
|
102K
$4.95M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.24KNew |
$108K - $134K
|
3.24K
$158K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.09K+ 1.61% |
$103K - $128K
|
195K
$9.47M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.03K+ 13.49% |
$101K - $125K
|
25.5K
$1.24M
|
|
Nov 01, 2022
Q3 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
2.96K+ 1.05% |
$98.7K - $122K
|
284K
$13.8M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.93K+ 32.25% |
$97.9K - $121K
|
12K
$585K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.92K+ 3.15% |
$97.6K - $121K
|
95.7K
$4.66M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.84K+ 1.99% |
$94.8K - $117K
|
145K
$7.08M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.67K+ 21.61% |
$89.3K - $110K
|
15K
$732K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.6K+ 5.42% |
$86.8K - $107K
|
50.6K
$2.46M
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.57K+ 2.21% |
$85.6K - $106K
|
119K
$5.78M
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.54K+ 12.47% |
$84.7K - $105K
|
22.9K
$1.11M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.49K+ 26.19% |
$83.1K - $103K
|
12K
$584K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.48KNew |
$82.9K - $103K
|
2.48K
$121K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.39K+ 18.35% |
$79.8K - $98.6K
|
15.4K
$750K
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
2.35K+ 7.61% |
$78.5K - $97K
|
33.3K
$1.62M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.32K+ 2.94% |
$77.5K - $95.9K
|
81.4K
$3.96M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.29K+ 28.1% |
$76.5K - $94.6K
|
10.4K
$508K
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
2.22K+ 14.19% |
$74.1K - $91.7K
|
17.9K
$870K
|
|
Oct 25, 2022
Q3 2022
|
Shikiar Asset Management Inc
|
BUY
|
- |
2.19K+ 1.62% |
$73.1K - $90.4K
|
137K
$6.68M
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
BUY
|
- |
2.15K+ 1.6% |
$71.7K - $88.6K
|
136K
$6.61M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 20.83% |
$67K - $82.9K
|
11.6K
$567K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2K+ 2.69% |
$66.8K - $82.7K
|
76.5K
$3.73M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.81K+ 5.34% |
$60.4K - $74.7K
|
35.6K
$1.73M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.79K+ 4.79% |
$59.8K - $74K
|
39.2K
$1.91M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.78K+ 4.63% |
$59.4K - $73.4K
|
40.2K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.77K+ 9.82% |
$59K - $73K
|
19.8K
$962K
|