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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.68K+ 17.68% |
$124K - $137K
|
17.8K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.56K+ 44.23% |
$119K - $131K
|
8.34K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.52K+ 10.62% |
$117K - $129K
|
26.2K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
2.52K+ 0.77% |
$117K - $129K
|
330K
$17.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 6.76% |
$115K - $127K
|
39.1K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.47K+ 12.87% |
$115K - $127K
|
21.6K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.45KNew |
$114K - $125K
|
2.45K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.42K+ 43.45% |
$113K - $124K
|
7.99K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.4K+ 22.62% |
$112K - $123K
|
13K
$691K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.39K+ 0.69% |
$111K - $122K
|
348K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.3K+ 6.83% |
$107K - $118K
|
36K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.09K+ 3.85% |
$97.1K - $107K
|
56.3K
$2.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.06K+ 0.88% |
$95.7K - $106K
|
235K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.96K+ 3161.29% |
$91.1K - $101K
|
2.02K
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.79K+ 34.07% |
$83.3K - $92K
|
7.06K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 23.93% |
$82.7K - $91.3K
|
9.21K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.76K+ 18.85% |
$81.8K - $90.3K
|
11.1K
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.7K+ 5.48% |
$79K - $87.2K
|
32.7K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.52K+ 4.32% |
$70.5K - $77.8K
|
36.6K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 3.68% |
$69.6K - $76.9K
|
42.3K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.43K+ 10.69% |
$66.2K - $73.1K
|
14.8K
$783K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.37K+ 1.84% |
$63.7K - $70.3K
|
75.8K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.35K+ 1.64% |
$62.7K - $69.2K
|
83.5K
$4.43M
|
|
|
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
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.2K+ 1.34% |
$55.8K - $61.6K
|
90.5K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.16K+ 40.8% |
$53.7K - $59.3K
|
3.99K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.09K+ 5.34% |
$50.5K - $55.8K
|
21.4K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.04K+ 1.53% |
$48.3K - $53.3K
|
69K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 7.04% |
$48.2K - $53.3K
|
15.8K
$837K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.01K+ 4.09% |
$46.8K - $51.7K
|
25.6K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
965+ 159.5% |
$44.9K - $49.5K
|
1.57K
$83.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
957+ 7.18% |
$44.5K - $49.1K
|
14.3K
$758K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
880+ 0.9% |
$40.9K - $45.2K
|
99.1K
$5.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
846+ 1.57% |
$39.3K - $43.4K
|
54.7K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
837New |
$38.9K - $43K
|
837
$44.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
779+ 1.42% |
$36.2K - $40K
|
55.8K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
771+ 4.75% |
$35.8K - $39.6K
|
17K
$901K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
760+ 3.77% |
$35.3K - $39K
|
20.9K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
749+ 0.69% |
$34.8K - $38.4K
|
109K
$5.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
708+ 1.98% |
$32.9K - $36.3K
|
36.6K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
698+ 3.74% |
$32.4K - $35.8K
|
19.4K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
679+ 0.41% |
$31.6K - $34.8K
|
165K
$8.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
676+ 15.39% |
$31.4K - $34.7K
|
5.07K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 53.57% |
$27.9K - $30.8K
|
1.72K
$91.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
594+ 3.48% |
$27.6K - $30.5K
|
17.7K
$937K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
548+ 1.17% |
$25.5K - $28.1K
|
47.4K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
524+ 5.55% |
$24.4K - $26.9K
|
9.97K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500New |
$23.2K - $25.7K
|
500
$26.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
500New |
$23.2K - $25.7K
|
500
$26.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
481+ 1.64% |
$22.4K - $24.7K
|
29.8K
$1.58M
|