Purchases and Sales Made in Q2 2023 in Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information about the institutional ownership of Alps ETF Tr Equal Sector Weigh (EQL) during Q2 2023. The information is specifically focused on institutions that hold shares of ALPS ETF TR EQUAL SECTOR WEIGH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.5K+ 246.18% |
$2.21M - $2.35M
|
31.7K
$3.99M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.9K+ 36.4% |
$2.05M - $2.18M
|
78.3K
$9.86M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.2K+ 19.74% |
$1.78M - $1.89M
|
110K
$13.9M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 4.36% |
$1.43M - $1.52M
|
349K
$43.9M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 9.25% |
$1.41M - $1.5M
|
170K
$21.4M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.41KNew |
$530K - $564K
|
5.41K
$681K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.73K+ 3.4% |
$463K - $494K
|
144K
$18.1M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.12KNew |
$305K - $325K
|
3.12K
$392K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.8KNew |
$274K - $292K
|
2.8K
$352K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.37K+ 4.47% |
$232K - $248K
|
55.5K
$6.98M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.33K+ 4.31% |
$229K - $244K
|
56.5K
$7.11M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94KNew |
$190K - $202K
|
1.94K
$244K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.93K+ 4.61% |
$189K - $202K
|
43.8K
$5.52M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.1K+ 4.66% |
$107K - $114K
|
24.6K
$3.09M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
931+ 2.42% |
$91.2K - $97.2K
|
39.3K
$4.95M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
591New |
$57.9K - $61.7K
|
591
$74.4K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 1.1% |
$9.8K - $10.4K
|
9.15K
$1.15M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25New |
$2.45K - $2.61K
|
25
$3.15K
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$98 - $104
|
2.87K
$362K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5- 0.22% |
$490 - $522
|
2.31K
$291K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-88- 0.38% |
$8.62K - $9.18K
|
23.2K
$2.92M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-179- 1.2% |
$17.5K - $18.7K
|
14.7K
$1.85M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-182- 3.82% |
$17.8K - $19K
|
4.58K
$577K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-248- 6.57% |
$24.3K - $25.9K
|
3.52K
$443K
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-282- 10.3% |
$27.6K - $29.4K
|
2.46K
$309K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-468- 8.28% |
$45.8K - $48.8K
|
5.18K
$652K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-774- 12.02% |
$75.8K - $80.8K
|
5.67K
$713K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.27K- 22.62% |
$124K - $133K
|
4.35K
$547K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.62K- 1.35% |
$257K - $273K
|
191K
$24.1M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.19K- 22.67% |
$704K - $750K
|
24.5K
$3.09M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.4K- 59.72% |
$1.32M - $1.4M
|
9.06K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.1K- 42.62% |
$2.85M - $3.04M
|
39.2K
$4.93M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-126K- 83.64% |
$12.3M - $13.1M
|
24.6K
$3.1M
|