Purchases and Sales Made in Q4 2024 in Alps ETF Tr (REIT)
This table provides information about the institutional ownership of Alps ETF Tr (REIT) during Q4 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
3.85K+ 18.36% |
$103K - $115K
|
24.8K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.16KNew |
$84.2K - $93.9K
|
3.16K
$89.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.31K+ 1388.55% |
$61.5K - $68.6K
|
2.47K
$69.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 8.01% |
$48.6K - $54.2K
|
24.6K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.01K+ 35.77% |
$26.9K - $30K
|
3.82K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
790New |
$21.1K - $23.5K
|
790
$22.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
106+ 0.41% |
$2.83K - $3.16K
|
26K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116- 99.15% |
$3.1K - $3.45K
|
1
$28.3
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-234- 2.5% |
$6.25K - $6.97K
|
9.11K
$258K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-13.4K- 53.53% |
$358K - $399K
|
11.6K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-85K- 89.92% |
$2.27M - $2.53M
|
9.53K
$270K
|