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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-365- 6.43% |
$16.3K - $17.9K
|
5.31K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 28.57% |
$17.9K - $19.7K
|
1K
$51.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-410- 6.78% |
$18.3K - $20.2K
|
5.64K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-413- 47.64% |
$18.4K - $20.3K
|
454
$23.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-414- 5.33% |
$18.5K - $20.3K
|
7.36K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-432- 2.14% |
$19.3K - $21.2K
|
19.8K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 0.93% |
$22.3K - $24.6K
|
53.4K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-521- 1.21% |
$23.3K - $25.6K
|
42.5K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-580- 3.9% |
$25.9K - $28.5K
|
14.3K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-595- 3.58% |
$26.6K - $29.2K
|
16K
$830K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-597- 1.52% |
$26.7K - $29.3K
|
38.7K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-607- 3.3% |
$27.1K - $29.8K
|
17.8K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-689- 1.12% |
$30.8K - $33.9K
|
60.7K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-733- 16.05% |
$32.7K - $36K
|
3.84K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-756- 2.5% |
$33.8K - $37.2K
|
29.5K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-787- 1.97% |
$35.1K - $38.7K
|
39.1K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-803- 2.66% |
$35.9K - $39.5K
|
29.4K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-859- 1.49% |
$38.4K - $42.2K
|
56.7K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-909- 29.28% |
$40.6K - $44.7K
|
2.2K
$114K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-977- 4.22% |
$43.6K - $48K
|
22.2K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-983- 1.52% |
$43.9K - $48.3K
|
63.6K
$3.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1K- 11.76% |
$44.7K - $49.2K
|
7.5K
$388K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.1K- 2.97% |
$49.3K - $54.2K
|
36K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.13K- 5.29% |
$50.2K - $55.3K
|
20.1K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.16K- 5.12% |
$51.9K - $57.1K
|
21.5K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.23K- 15.49% |
$54.8K - $60.4K
|
6.7K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.26K- 3.33% |
$56.1K - $61.8K
|
36.5K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.28K- 11.53% |
$57K - $62.8K
|
9.8K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 2.9% |
$57.2K - $62.9K
|
42.8K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.4K- 2.53% |
$62.3K - $68.6K
|
53.8K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.58K- 3.59% |
$70.7K - $77.8K
|
42.5K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.65K- 33.36% |
$73.9K - $81.3K
|
3.3K
$171K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.7K- 7.28% |
$75.8K - $83.5K
|
21.6K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.75K- 8.98% |
$78K - $85.9K
|
17.7K
$916K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.8K- 24.47% |
$80.4K - $88.5K
|
5.56K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.93K- 8.69% |
$86.2K - $94.9K
|
20.3K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.93K- 10.86% |
$86.3K - $95K
|
15.9K
$821K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2K- 7.36% |
$89.4K - $98.4K
|
25.2K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.08K- 3.47% |
$92.7K - $102K
|
57.7K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.16K- 98.86% |
$96.6K - $106K
|
25
$1.29K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.26K- 9.03% |
$101K - $111K
|
22.7K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.41K- 0.92% |
$108K - $119K
|
259K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.56K- 16.11% |
$114K - $126K
|
13.3K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.7K- 6.51% |
$120K - $133K
|
38.7K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.75K- 18.85% |
$123K - $135K
|
11.8K
$613K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.84K- 23.11% |
$127K - $140K
|
9.45K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.87K- 77.97% |
$128K - $141K
|
811
$42K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.45K- 9.85% |
$154K - $170K
|
31.6K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.5K- 5.36% |
$156K - $172K
|
61.8K
$3.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.6K- 5.59% |
$161K - $177K
|
60.7K
$3.14M
|