Purchases and Sales Made in Q1 2023 in Alps ETF Tr Clean Energy ETF (ACES)
This table provides information about the institutional ownership of Alps ETF Tr Clean Energy ETF (ACES) during Q1 2023. The information is specifically focused on institutions that hold shares of ALPS ETF TR CLEAN ENERGY ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.09MNew |
$261M - $330M
|
6.09M
$165M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.88M+ 2820.62% |
$252M - $319M
|
6.09M
$165M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
115KNew |
$4.95M - $6.26M
|
115K
$3.12M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.8KNew |
$1.62M - $2.05M
|
37.8K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.5K+ 33912.64% |
$1.27M - $1.6M
|
29.6K
$800K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.6K+ 101.39% |
$925K - $1.17M
|
42.8K
$1.16M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.3K+ 33.08% |
$740K - $936K
|
69.4K
$1.88M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 7.19% |
$614K - $777K
|
213K
$5.77M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.74K+ 71.62% |
$375K - $474K
|
20.9K
$566K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.35K+ 141.38% |
$229K - $290K
|
9.13K
$247K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.82K+ 4.28% |
$164K - $207K
|
93.1K
$2.52M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.32K+ 26.85% |
$142K - $180K
|
15.7K
$424K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.13K+ 12.63% |
$134K - $170K
|
27.9K
$754K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.79K+ 50.16% |
$120K - $151K
|
8.35K
$226K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.41K+ 34.96% |
$103K - $130K
|
9.29K
$251K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.6K+ 6.29% |
$68.7K - $86.9K
|
27.1K
$733K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
781New |
$33.5K - $42.3K
|
781
$21.1K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
697+ 12.5% |
$29.9K - $37.8K
|
6.27K
$170K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
676+ 0.57% |
$29K - $36.6K
|
119K
$3.21M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
539+ 1.69% |
$23.1K - $29.2K
|
32.4K
$877K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
516New |
$22.1K - $28K
|
516
$14K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
450+ 2.06% |
$19.3K - $24.4K
|
22.3K
$604K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
365+ 18.01% |
$15.7K - $19.8K
|
2.39K
$64.7K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 3.59% |
$12.9K - $16.3K
|
8.65K
$234K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
241+ 4.53% |
$10.3K - $13.1K
|
5.56K
$150K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
139+ 17.12% |
$5.96K - $7.54K
|
951
$25.7K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
100+ 15.38% |
$4.29K - $5.42K
|
750
$20.3K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
49New |
$2.1K - $2.66K
|
49
$1.32K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
35+ 5.86% |
$1.5K - $1.9K
|
632
$17.1K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11+ 0.22% |
$472 - $596
|
5.08K
$137K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$214 - $271
|
5
$135
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$214 - $271
|
5
$135
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.28% |
$42.9 - $54.2
|
356
$9.63K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50- 0.26% |
$2.14K - $2.71K
|
18.9K
$510K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 16.95% |
$2.14K - $2.71K
|
245
$6.62K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-74- 3.72% |
$3.17K - $4.01K
|
1.92K
$51.8K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-164- 61.65% |
$7.03K - $8.89K
|
102
$2.76K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-345- 0.59% |
$14.8K - $18.7K
|
57.8K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-350- 17.63% |
$15K - $19K
|
1.64K
$44.2K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-481- 3.34% |
$20.6K - $26.1K
|
13.9K
$377K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-536- 3.51% |
$23K - $29.1K
|
14.7K
$399K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-593- 3.61% |
$25.4K - $32.1K
|
15.8K
$428K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-846- 1.94% |
$36.3K - $45.9K
|
42.7K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-981- 9.04% |
$42.1K - $53.2K
|
9.87K
$267K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.11K- 4.9% |
$47.7K - $60.3K
|
21.6K
$584K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.35K- 49.69% |
$57.8K - $73.1K
|
1.37K
$36.9K
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 14.66% |
$66K - $83.5K
|
8.97K
$242K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.79K- 77.48% |
$76.6K - $96.8K
|
519
$14K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.81K- 28.84% |
$77.7K - $98.2K
|
4.47K
$121K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.84K- 9.92% |
$78.9K - $99.7K
|
16.7K
$452K
|