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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$46.5 - $51.3
|
338K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-15- 0.28% |
$697 - $770
|
5.42K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-22- 6.34% |
$1.02K - $1.13K
|
325
$17.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-26- 0.03% |
$1.21K - $1.33K
|
79.8K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-46- 0.47% |
$2.14K - $2.36K
|
9.73K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-46- 0.54% |
$2.14K - $2.36K
|
8.53K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-53- 0.78% |
$2.46K - $2.72K
|
6.76K
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-61- 1.2% |
$2.84K - $3.13K
|
5.01K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-64- 14.85% |
$2.97K - $3.28K
|
367
$19.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-73- 0.17% |
$3.39K - $3.75K
|
43.4K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-96- 0.35% |
$4.46K - $4.93K
|
27.5K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-99- 4.51% |
$4.6K - $5.08K
|
2.1K
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-104- 6.73% |
$4.83K - $5.34K
|
1.44K
$76.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-110- 1.88% |
$5.11K - $5.65K
|
5.74K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-110- 0.4% |
$5.11K - $5.65K
|
27.6K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-146- 2.35% |
$6.79K - $7.49K
|
6.07K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-148- 0.9% |
$6.88K - $7.6K
|
16.3K
$863K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 9.33% |
$9.3K - $10.3K
|
1.94K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-239- 0.75% |
$11.1K - $12.3K
|
31.6K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-251- 80.71% |
$11.7K - $12.9K
|
60
$3.18K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-254- 3.16% |
$11.8K - $13K
|
7.79K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-267- 0.96% |
$12.4K - $13.7K
|
27.4K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-299- 2.01% |
$13.9K - $15.3K
|
14.6K
$772K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-305- 0.78% |
$14.2K - $15.7K
|
38.8K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-317- 5.58% |
$14.7K - $16.3K
|
5.37K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-340- 2.64% |
$15.8K - $17.4K
|
12.5K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-363- 1.38% |
$16.9K - $18.6K
|
25.9K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-410- 8.33% |
$19.1K - $21K
|
4.51K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-436- 4.76% |
$20.3K - $22.4K
|
8.73K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-452- 4.71% |
$21K - $23.2K
|
9.15K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-483- 12.59% |
$22.4K - $24.8K
|
3.35K
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-534- 9.57% |
$24.8K - $27.4K
|
5.05K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-538- 7.93% |
$25K - $27.6K
|
6.25K
$332K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-562- 0.92% |
$26.1K - $28.8K
|
60.7K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-580- 5.25% |
$27K - $29.8K
|
10.5K
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-583- 2.57% |
$27.1K - $29.9K
|
22.1K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-596- 9.69% |
$27.7K - $30.6K
|
5.56K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-697- 0.29% |
$32.4K - $35.8K
|
244K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-699- 0.14% |
$32.5K - $35.9K
|
500K
$26.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-721- 66.33% |
$33.5K - $37K
|
366
$19.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-728- 2.7% |
$33.8K - $37.4K
|
26.2K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-730- 5.89% |
$33.9K - $37.5K
|
11.7K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-822- 5.91% |
$38.2K - $42.2K
|
13.1K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-913- 4.08% |
$42.4K - $46.9K
|
21.5K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-951- 12.93% |
$44.2K - $48.8K
|
6.41K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-982- 3.35% |
$45.6K - $50.4K
|
28.3K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1K- 4.81% |
$46.5K - $51.3K
|
19.8K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.01K- 1.1% |
$47.1K - $52K
|
91.3K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.1K- 0.59% |
$51.3K - $56.7K
|
185K
$9.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.28K- 2.25% |
$59.5K - $65.7K
|
55.7K
$2.96M
|