Latest Institutional Transactions on Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information on the latest institutional transactions involving Alps ETF Tr Equal Sector Weigh (EQL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.01K+ 200.0% |
$187K - $220K
|
7.51K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
806+ 160.56% |
$30.1K - $35.3K
|
1.31K
$59.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 202.27% |
$3.33K - $3.9K
|
133
$6.09K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
800+ 200.0% |
$29.9K - $35.1K
|
1.2K
$55K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.2K+ 200.0% |
$120K - $140K
|
4.8K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
400New |
$14.9K - $17.5K
|
400
$18.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
104+ 200.0% |
$3.89K - $4.56K
|
156
$7.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.2K+ 200.0% |
$44.8K - $52.6K
|
1.8K
$82.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.88K+ 200.0% |
$145K - $170K
|
5.81K
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
867New |
$32.4K - $38K
|
867
$39.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.77K+ 78.92% |
$328K - $384K
|
19.9K
$911K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
18.8K+ 200.0% |
$701K - $823K
|
28.2K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
314+ 200.0% |
$11.7K - $13.8K
|
471
$21.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.48KNew |
$242K - $284K
|
6.48K
$297K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-400- 12.54% |
$5.6K - $52.8K
|
2.79K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
189New |
$2.65K - $25K
|
189
$8.66K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
87K+ 201.13% |
$1.22M - $11.5M
|
130K
$5.97M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44- 0.22% |
$616 - $5.81K
|
19.7K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
202+ 1.3% |
$2.83K - $26.7K
|
15.7K
$721K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.34KNew |
$32.8K - $309K
|
2.34K
$107K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
5.4K+ 200.0% |
$75.6K - $713K
|
8.1K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
351New |
$4.91K - $46.3K
|
351
$16.1K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
321New |
$40.1K - $42.8K
|
321
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$288K - $307K
|
2.3K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
654New |
$81.8K - $87.1K
|
654
$30K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-858- 5.12% |
$99.6K - $109K
|
15.9K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
61New |
$7.08K - $7.78K
|
61
$2.79K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.67KNew |
$194K - $213K
|
1.67K
$76.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$5.45K - $6K
|
47
$2.15K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-26- 0.62% |
$3.02K - $3.32K
|
4.17K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.52K+ 3.71% |
$640K - $704K
|
154K
$7.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.4K+ 45.23% |
$4.22M - $4.64M
|
117K
$5.35M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44+ 0.61% |
$4.73K - $5.19K
|
7.24K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.06K+ 24.77% |
$114K - $125K
|
5.34K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.41% |
$2.26K - $2.48K
|
5.16K
$236K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
83New |
$8.92K - $9.79K
|
83
$3.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.5K- 54.07% |
$268K - $295K
|
2.12K
$97.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.83KNew |
$197K - $216K
|
1.83K
$83.8K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.23M - $1.41M
|
12.8K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.06K- 2.17% |
$390K - $447K
|
183K
$8.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.94KNew |
$186K - $214K
|
1.94K
$88.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
140New |
$13.4K - $15.4K
|
140
$6.41K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
83+ 0.34% |
$8.32K - $8.93K
|
24.6K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
24New |
$2.41K - $2.58K
|
24
$1.1K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25New |
$2.45K - $2.61K
|
25
$1.15K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5- 0.22% |
$490 - $522
|
2.31K
$106K
|
|
| Q1 2023 | |||||||
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$796K - $868K
|
8.4K
$385K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$8.35K - $9.1K
|
88
$4.03K
|
|