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 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
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.96K+ 6.83% |
$184K - $203K
|
62K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.52K+ 11.15% |
$164K - $181K
|
35.1K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.44K+ 6.16% |
$160K - $177K
|
59.3K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.3K+ 57.89% |
$153K - $169K
|
9K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.1K+ 3.98% |
$144K - $159K
|
81K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$139K - $154K
|
3K
$155K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.68K+ 17.68% |
$124K - $137K
|
17.8K
$923K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.56K+ 44.23% |
$119K - $131K
|
8.34K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
2.52K+ 0.77% |
$117K - $129K
|
330K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 6.76% |
$115K - $127K
|
39.1K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.47K+ 12.87% |
$115K - $127K
|
21.6K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.45KNew |
$114K - $125K
|
2.45K
$127K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.09K+ 3.85% |
$97.1K - $107K
|
56.3K
$2.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.06K+ 0.88% |
$95.7K - $106K
|
235K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.79K+ 34.07% |
$83.3K - $92K
|
7.06K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 23.93% |
$82.7K - $91.3K
|
9.21K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.7K+ 5.48% |
$79K - $87.2K
|
32.7K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 3.68% |
$69.6K - $76.9K
|
42.3K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.43K+ 10.69% |
$66.2K - $73.1K
|
14.8K
$764K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.37K+ 1.84% |
$63.7K - $70.3K
|
75.8K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 13.41% |
$60.9K - $67.3K
|
11.1K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.2K+ 1.34% |
$55.8K - $61.6K
|
90.5K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.16K+ 40.8% |
$53.7K - $59.3K
|
3.99K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.09K+ 5.34% |
$50.5K - $55.8K
|
21.4K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.04K+ 1.53% |
$48.3K - $53.3K
|
69K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 7.04% |
$48.2K - $53.3K
|
15.8K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
965+ 159.5% |
$44.9K - $49.5K
|
1.57K
$81.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
957+ 7.18% |
$44.5K - $49.1K
|
14.3K
$740K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
880+ 0.9% |
$40.9K - $45.2K
|
99.1K
$5.13M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
837New |
$38.9K - $43K
|
837
$43.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
779+ 1.42% |
$36.2K - $40K
|
55.8K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
771+ 4.75% |
$35.8K - $39.6K
|
17K
$879K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
708+ 1.98% |
$32.9K - $36.3K
|
36.6K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
698+ 3.74% |
$32.4K - $35.8K
|
19.4K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
676+ 15.39% |
$31.4K - $34.7K
|
5.07K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 53.57% |
$27.9K - $30.8K
|
1.72K
$89K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
594+ 3.48% |
$27.6K - $30.5K
|
17.7K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
548+ 1.17% |
$25.5K - $28.1K
|
47.4K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
480+ 3.18% |
$22.3K - $24.6K
|
15.6K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
452+ 9.09% |
$21K - $23.2K
|
5.43K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
281+ 1.27% |
$13.1K - $14.4K
|
22.5K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
271+ 1.11% |
$12.6K - $13.9K
|
24.7K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
264+ 17.08% |
$12.3K - $13.5K
|
1.81K
$93.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
255+ 0.98% |
$11.9K - $13.1K
|
26.2K
$1.35M
|