Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
267KNew |
$12.4M - $13.7M
|
267K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
246KNew |
$11.4M - $12.6M
|
246K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
95.2K+ 9.67% |
$4.42M - $4.89M
|
1.08M
$55.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
79.9K+ 39.75% |
$3.72M - $4.1M
|
281K
$14.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65.8K+ 234.07% |
$3.06M - $3.38M
|
93.9K
$4.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
57.5K+ 25.52% |
$2.67M - $2.95M
|
283K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57KNew |
$2.65M - $2.93M
|
57K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
42.3K+ 65.66% |
$1.97M - $2.17M
|
107K
$5.52M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.3KNew |
$1.41M - $1.56M
|
30.3K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
27.2K+ 44.67% |
$1.26M - $1.4M
|
88K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
22.4K+ 43.93% |
$1.04M - $1.15M
|
73.3K
$3.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
21.9K+ 121.79% |
$1.02M - $1.13M
|
40K
$2.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
19.8K+ 42.67% |
$921K - $1.02M
|
66.2K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
17.7K+ 57.45% |
$821K - $906K
|
48.4K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
17.6KNew |
$817K - $903K
|
17.6K
$910K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
15.8KNew |
$732K - $808K
|
15.8K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
14.2KNew |
$659K - $727K
|
14.2K
$733K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.7K+ 23.95% |
$637K - $703K
|
70.9K
$3.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
13.4KNew |
$621K - $686K
|
13.4K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 20.8% |
$566K - $625K
|
70.7K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8K+ 5.24% |
$550K - $607K
|
238K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 15.12% |
$542K - $599K
|
88.8K
$4.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
9.5K+ 43.95% |
$442K - $488K
|
31.1K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
9.22K+ 3.43% |
$428K - $473K
|
278K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.09K+ 38.78% |
$422K - $466K
|
32.5K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
8.77K+ 4.56% |
$408K - $450K
|
201K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
8.75KNew |
$407K - $449K
|
8.75K
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
8.4K+ 12.0% |
$390K - $431K
|
78.4K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.4KNew |
$390K - $431K
|
8.4K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.27K+ 22.95% |
$384K - $424K
|
44.3K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
7.34K+ 4.78% |
$341K - $377K
|
161K
$8.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.28K+ 19.41% |
$338K - $374K
|
44.8K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.18K+ 54.6% |
$334K - $369K
|
20.3K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.07KNew |
$328K - $363K
|
7.07K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.94K+ 808.86% |
$323K - $356K
|
7.8K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.87K+ 48.03% |
$319K - $353K
|
21.2K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6.83K+ 5.34% |
$318K - $351K
|
135K
$6.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
6.58KNew |
$306K - $338K
|
6.58K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.35K+ 121.43% |
$295K - $326K
|
11.6K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.94K+ 2967.5% |
$276K - $305K
|
6.14K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.48K+ 2.7% |
$255K - $281K
|
209K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.05K+ 65.17% |
$235K - $259K
|
12.8K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.96KNew |
$230K - $254K
|
4.96K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
4.77K+ 1.98% |
$222K - $245K
|
246K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.29KNew |
$199K - $220K
|
4.29K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.26KNew |
$198K - $219K
|
4.26K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.25K+ 4.53% |
$198K - $218K
|
98.1K
$5.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.21K+ 26.57% |
$196K - $216K
|
20.1K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.19K+ 39.03% |
$195K - $215K
|
14.9K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.06K+ 19.41% |
$189K - $208K
|
25K
$1.29M
|