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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.72K- 10.87% |
$117K - $147K
|
22.3K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-3.18K- 13.77% |
$136K - $172K
|
19.9K
$529K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.5K- 34.15% |
$279K - $353K
|
12.5K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.6K- 37.35% |
$283K - $358K
|
11.1K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.31K- 54.42% |
$313K - $396K
|
6.12K
$163K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.55K- 97.5% |
$410K - $518K
|
245
$6.51K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.3K- 50.69% |
$443K - $560K
|
10K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2K- 22.86% |
$479K - $606K
|
37.7K
$1M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-22.6KClosed |
$970K - $1.23M
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-115K- 99.84% |
$4.93M - $6.23M
|
180
$4.79K
|