Latest Institutional Transactions on Alps ETF Tr (REIT)
This table provides information on the latest institutional transactions involving Alps ETF Tr (REIT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-13.4K- 53.53% |
$358K - $399K
|
11.6K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116- 99.15% |
$3.1K - $3.45K
|
1
$28.3
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.16KNew |
$84.2K - $93.9K
|
3.16K
$89.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
790New |
$21.1K - $23.5K
|
790
$22.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.01K+ 35.77% |
$26.9K - $30K
|
3.82K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 8.01% |
$48.6K - $54.2K
|
24.6K
$695K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.31K+ 1388.55% |
$61.5K - $68.6K
|
2.47K
$69.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
3.85K+ 18.36% |
$103K - $115K
|
24.8K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-85K- 89.92% |
$2.27M - $2.53M
|
9.53K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
106+ 0.41% |
$2.83K - $3.16K
|
26K
$735K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.7K+ 382.97% |
$2.48M - $2.76M
|
117K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$374K - $416K
|
14K
$396K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.38K+ 4.64% |
$144K - $160K
|
121K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-234- 2.5% |
$6.25K - $6.97K
|
9.11K
$258K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
264+ 10.35% |
$6.66K - $7.77K
|
2.81K
$79.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-337- 30.75% |
$8.5K - $9.91K
|
759
$21.5K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-839- 8.43% |
$19.8K - $21.5K
|
9.12K
$258K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500New |
$12.4K - $13.3K
|
500
$14.2K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30New |
$676 - $774
|
30
$849
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$342K - $365K
|
14.8K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
277New |
$6.4K - $6.83K
|
277
$7.84K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
33New |
$740 - $891
|
33
$934
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
900New |
$19.9K - $22.7K
|
900
$25.5K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.37KNew |
$93.2K - $104K
|
3.37K
$95.4K
|
|