Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$18.6K - $23.5K
|
300
$6.94K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
245New |
$15.2K - $19.2K
|
245
$5.66K
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
138+ 3.41% |
$8.53K - $10.8K
|
4.19K
$96.8K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
106+ 1.65% |
$6.56K - $8.29K
|
6.54K
$151K
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.18K - $7.82K
|
100
$2.31K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
92+ 3.5% |
$5.69K - $7.2K
|
2.72K
$62.9K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 30.3% |
$618 - $782
|
43
$994
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.34% |
$61.8 - $78.2
|
293
$6.77K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.14% |
$61.8 - $78.2
|
701
$16.2K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6Closed |
$371 - $469
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-30- 0.86% |
$1.86K - $2.35K
|
3.47K
$80.1K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-54Closed |
$3.34K - $4.22K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 2.28% |
$6.18K - $7.82K
|
4.29K
$99.2K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-112Closed |
$6.93K - $8.76K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-202- 34.59% |
$12.5K - $15.8K
|
382
$8.83K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-225- 6.14% |
$13.9K - $17.6K
|
3.44K
$79.6K
|
|
Aug 16, 2021
Q2 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-494- 29.18% |
$30.5K - $38.7K
|
1.2K
$27.7K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-550Closed |
$34K - $43K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-580- 9.36% |
$35.9K - $45.4K
|
5.62K
$130K
|
|
Aug 12, 2021
Q2 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.03K- 17.48% |
$63.7K - $80.6K
|
4.86K
$112K
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.3K- 25.06% |
$80.4K - $102K
|
3.89K
$89.9K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.65K- 8.82% |
$102K - $129K
|
17.1K
$394K
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.03K- 37.15% |
$125K - $159K
|
3.43K
$79.3K
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.62KClosed |
$162K - $205K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.73KClosed |
$169K - $213K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.86K- 32.31% |
$177K - $224K
|
5.99K
$139K
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.09KClosed |
$191K - $242K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.38KClosed |
$209K - $264K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.52K- 96.69% |
$280K - $354K
|
155
$3.58K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.58KClosed |
$283K - $358K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.82KClosed |
$422K - $533K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.93KClosed |
$490K - $620K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.59KClosed |
$593K - $751K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.7KClosed |
$663K - $838K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-11.7KClosed |
$720K - $912K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14KClosed |
$863K - $1.09M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-20.4KClosed |
$1.26M - $1.59M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-55.5KClosed |
$3.43M - $4.34M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-406K- 23.65% |
$25.1M - $31.8M
|
1.31M
$30.3M
|