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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.8M+ 3928.2% |
$735M - $812M
|
16.2M
$861M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.16MNew |
$100M - $111M
|
2.16M
$115M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
267KNew |
$12.4M - $13.7M
|
267K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
246KNew |
$11.4M - $12.6M
|
246K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
196K+ 63.12% |
$9.12M - $10.1M
|
507K
$26.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
126K+ 400.59% |
$5.84M - $6.45M
|
157K
$8.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
119K+ 110.46% |
$5.53M - $6.1M
|
227K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
95.2K+ 9.67% |
$4.42M - $4.89M
|
1.08M
$57.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
79.9K+ 39.75% |
$3.72M - $4.1M
|
281K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
67KNew |
$3.11M - $3.44M
|
67K
$3.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65.8K+ 234.07% |
$3.06M - $3.38M
|
93.9K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
57.5K+ 25.52% |
$2.67M - $2.95M
|
283K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57KNew |
$2.65M - $2.93M
|
57K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.7K+ 108.73% |
$2.54M - $2.81M
|
105K
$5.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
54.3KNew |
$2.52M - $2.79M
|
54.3K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
50KNew |
$2.32M - $2.57M
|
50K
$2.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
47.8K+ 19.75% |
$2.22M - $2.45M
|
290K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
44.4K+ 39.93% |
$2.06M - $2.28M
|
156K
$8.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
42.3K+ 65.66% |
$1.97M - $2.17M
|
107K
$5.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
39.5K+ 65.06% |
$1.84M - $2.03M
|
100K
$5.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
30.6KNew |
$1.42M - $1.57M
|
30.6K
$1.63M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.3KNew |
$1.41M - $1.56M
|
30.3K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28.8K+ 136.95% |
$1.34M - $1.48M
|
49.7K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
27.4KNew |
$1.27M - $1.41M
|
27.4K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
27.2K+ 44.67% |
$1.26M - $1.4M
|
88K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24.7K+ 17.42% |
$1.15M - $1.27M
|
166K
$8.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
22.4K+ 43.93% |
$1.04M - $1.15M
|
73.3K
$3.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
21.9K+ 121.79% |
$1.02M - $1.13M
|
40K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.9KNew |
$1.02M - $1.12M
|
21.9K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 164.51% |
$950K - $1.05M
|
32.9K
$1.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
19.8K+ 42.67% |
$921K - $1.02M
|
66.2K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
19K+ 121.64% |
$884K - $976K
|
34.6K
$1.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
17.7K+ 57.45% |
$821K - $906K
|
48.4K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
17.6KNew |
$817K - $903K
|
17.6K
$933K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17K+ 44.05% |
$792K - $874K
|
55.7K
$2.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
15.8KNew |
$732K - $808K
|
15.8K
$836K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
15.6KNew |
$724K - $800K
|
15.6K
$827K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.3K+ 13.66% |
$663K - $732K
|
119K
$6.3M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
14.2KNew |
$659K - $727K
|
14.2K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.7K+ 23.95% |
$637K - $703K
|
70.9K
$3.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
13.4KNew |
$621K - $686K
|
13.4K
$709K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.7K+ 32.54% |
$590K - $652K
|
51.7K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$588K - $650K
|
12.7K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.4KNew |
$576K - $636K
|
12.4K
$658K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 20.8% |
$566K - $625K
|
70.7K
$3.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8K+ 5.24% |
$550K - $607K
|
238K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 15.12% |
$542K - $599K
|
88.8K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11K+ 110.27% |
$512K - $565K
|
21K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.5K+ 21.48% |
$486K - $537K
|
59.2K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
9.5K+ 43.95% |
$442K - $488K
|
31.1K
$1.65M
|