Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.23KNew |
$323K - $356K
|
7.23K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.14K+ 1.9% |
$319K - $351K
|
383K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.1KNew |
$317K - $349K
|
7.1K
$367K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
6.96KNew |
$311K - $342K
|
6.96K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.88K+ 71.04% |
$307K - $338K
|
16.6K
$857K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.81KNew |
$304K - $335K
|
6.81K
$353K
|
|
|
Oct 10, 2024
Q3 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
6.65K+ 3.58% |
$297K - $327K
|
192K
$9.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
6.44K+ 2.01% |
$288K - $317K
|
328K
$17M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
6.24KNew |
$278K - $306K
|
6.24K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.15KNew |
$275K - $302K
|
6.15K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.89K+ 34.46% |
$263K - $289K
|
23K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.61KNew |
$250K - $276K
|
5.61K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.56KNew |
$248K - $273K
|
5.56K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.47K+ 5.01% |
$244K - $269K
|
115K
$5.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.46K+ 54.0% |
$244K - $269K
|
15.6K
$807K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.39K+ 29.37% |
$240K - $265K
|
23.7K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.2K+ 32.3% |
$232K - $256K
|
21.3K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
5.09K+ 8.73% |
$227K - $250K
|
63.5K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.07K+ 4.97% |
$226K - $249K
|
107K
$5.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.89K+ 1.53% |
$218K - $240K
|
324K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.86K+ 58.12% |
$217K - $239K
|
13.2K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.84K+ 14.82% |
$216K - $238K
|
37.5K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.78K+ 36.2% |
$213K - $235K
|
18K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4.75K+ 3.39% |
$212K - $233K
|
145K
$7.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.74KNew |
$212K - $233K
|
4.74K
$245K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
4.72KNew |
$211K - $232K
|
4.72K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.69K+ 16.79% |
$210K - $231K
|
32.6K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.67KNew |
$209K - $230K
|
4.67K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.53K+ 89.29% |
$202K - $223K
|
9.6K
$497K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.47K+ 3.16% |
$199K - $219K
|
146K
$7.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.4K+ 35.05% |
$197K - $216K
|
17K
$878K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.39KNew |
$196K - $216K
|
4.39K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.38K+ 78.21% |
$195K - $215K
|
9.97K
$516K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.37KNew |
$195K - $215K
|
4.37K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.32KNew |
$193K - $212K
|
4.32K
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.28KNew |
$191K - $210K
|
4.28K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4.25KNew |
$190K - $209K
|
4.25K
$220K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.25K+ 3.21% |
$190K - $209K
|
137K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.23K+ 29.56% |
$189K - $208K
|
18.6K
$961K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.09K+ 5.59% |
$183K - $201K
|
77.1K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 61.12% |
$179K - $197K
|
10.6K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4K+ 4.02% |
$178K - $196K
|
103K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.93K+ 32.62% |
$175K - $193K
|
16K
$826K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
3.87K+ 1.75% |
$173K - $190K
|
225K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.85K+ 56.77% |
$172K - $189K
|
10.6K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 3.15% |
$166K - $183K
|
122K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.71K+ 2.28% |
$166K - $182K
|
166K
$8.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3.71K+ 4.89% |
$166K - $182K
|
79.6K
$4.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.71K+ 4.99% |
$165K - $182K
|
77.9K
$4.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.59K+ 3.43% |
$160K - $176K
|
108K
$5.59M
|