Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 192.75% |
$6.44M - $8.29M
|
355K
$9.92M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 192.75% |
$6.44M - $8.29M
|
355K
$9.92M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
216K+ 154.66% |
$5.94M - $7.65M
|
355K
$9.92M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
115KNew |
$3.17M - $4.09M
|
115K
$3.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
107KNew |
$2.95M - $3.8M
|
107K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102K+ 44.07% |
$2.8M - $3.61M
|
333K
$9.29M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.5K+ 16.18% |
$1.67M - $2.15M
|
434K
$12.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.3K+ 133.21% |
$1.36M - $1.75M
|
86.2K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11K+ 55.71% |
$302K - $390K
|
30.7K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.09K+ 32.76% |
$223K - $287K
|
32.8K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.13KNew |
$196K - $253K
|
7.13K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.98KNew |
$192K - $248K
|
6.98K
$195K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.01K+ 51.16% |
$110K - $142K
|
11.8K
$331K
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.63K+ 5.43% |
$99.9K - $129K
|
70.5K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.17KNew |
$87.2K - $112K
|
3.17K
$88.5K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5K+ 19.79% |
$68.9K - $88.7K
|
15.1K
$423K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2K+ 133.33% |
$55.1K - $71K
|
3.5K
$97.8K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
541+ 3.5% |
$14.9K - $19.2K
|
16K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
341+ 3.6% |
$9.39K - $12.1K
|
9.82K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
245+ 9.56% |
$6.75K - $8.7K
|
2.81K
$78.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
244New |
$6.72K - $8.66K
|
244
$6.82K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235+ 0.43% |
$6.47K - $8.34K
|
54.8K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
165New |
$4.54K - $5.86K
|
165
$4.61K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
62New |
$1.71K - $2.2K
|
62
$1.73K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18+ 11.54% |
$496 - $639
|
174
$4.86K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8New |
$220 - $284
|
8
$224
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1- 0.18% |
$27.5 - $35.5
|
561
$15.7K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41- 65.08% |
$1.13K - $1.46K
|
22
$615
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 78.18% |
$1.18K - $1.53K
|
12
$335
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47- 16.67% |
$1.29K - $1.67K
|
235
$6.57K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50- 0.51% |
$1.38K - $1.77K
|
9.79K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-72- 11.08% |
$1.98K - $2.56K
|
578
$16.1K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-214- 0.83% |
$5.89K - $7.59K
|
25.5K
$712K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-425- 34.69% |
$11.7K - $15.1K
|
800
$22.4K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-464- 10.4% |
$12.8K - $16.5K
|
4K
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-838- 10.18% |
$23.1K - $29.7K
|
7.39K
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-842- 8.45% |
$23.2K - $29.9K
|
9.13K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.1K- 28.15% |
$30.3K - $39K
|
2.81K
$78.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 10.55% |
$35.9K - $46.3K
|
11.1K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.03K- 17.51% |
$56K - $72.2K
|
9.58K
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-2.37K- 8.84% |
$65.3K - $84.2K
|
24.5K
$684K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.69K- 92.66% |
$74K - $95.4K
|
213
$5.95K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.81K- 50.15% |
$77.4K - $99.8K
|
2.79K
$78.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.81K- 47.67% |
$188K - $242K
|
7.48K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.6K- 47.78% |
$209K - $270K
|
8.3K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.45K- 14.65% |
$233K - $300K
|
49.2K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-8.71K- 48.53% |
$240K - $309K
|
9.24K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.9K- 40.83% |
$464K - $598K
|
24.4K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 67.6% |
$467K - $602K
|
8.13K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-55.7K- 80.09% |
$1.53M - $1.98M
|
13.8K
$387K
|