Institutional Ownership Alps ETF Tr Barrons 400 ETF (BFOR)
This table provides information about the institutional ownership of Alps ETF Tr Barrons 400 ETF (BFOR). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 449,708 shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
243,888
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
29,855
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
24,861
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.18%
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
22,960
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.38%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
16,128
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 37.83%
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
13,275
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 0.38%
|
|
Rmr Capital Management, LLC
Tustin, CA |
Aug 14, 2024 Q2 2024 |
12,403
shares
|
$0
0.75% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
11,644
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
11,048
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 10.29%
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 14, 2024 Q2 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
9,920
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,612
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
6,335
shares
|
$0
0.0% of portfolio
|
Q1 2021
Reduced 76.82%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,560
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.19%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
4,012
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
3,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,236
shares
|
$0
0.0% of portfolio
|
Q1 2020
New holding
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,236
shares
|
$0
0.1% of portfolio
|
Q4 2023
New holding
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,068
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
3,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,660
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
750
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 34.9%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
400
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
356
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
300
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|