Purchases and Sales Made in Q1 2023 in Alps ETF Tr Alerian Mlp ETF (AMLP)
This table provides information about the institutional ownership of Alps ETF Tr Alerian Mlp ETF (AMLP) during Q1 2023. The information is specifically focused on institutions that hold shares of ALPS ETF TR ALERIAN MLP ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
465+ 7.76% |
$16.9K - $19.1K
|
6.46K
$320K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
407+ 5.69% |
$14.8K - $16.7K
|
7.57K
$376K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$14.5K - $16.4K
|
400
$19.9K
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
400+ 4.28% |
$14.5K - $16.4K
|
9.75K
$484K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350New |
$12.7K - $14.4K
|
350
$17.4K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
347+ 13.97% |
$12.6K - $14.3K
|
2.83K
$141K
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
347+ 4.59% |
$12.6K - $14.3K
|
7.92K
$393K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
336+ 4.2% |
$12.2K - $13.8K
|
8.33K
$413K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
328+ 3.85% |
$11.9K - $13.5K
|
8.84K
$439K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
307+ 6.38% |
$11.2K - $12.6K
|
5.12K
$254K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
300New |
$10.9K - $12.3K
|
300
$14.9K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
297+ 74.25% |
$10.8K - $12.2K
|
697
$34.6K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
280+ 2.9% |
$10.2K - $11.5K
|
9.94K
$493K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
261+ 1.05% |
$9.49K - $10.7K
|
25.1K
$1.25M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
255New |
$9.27K - $10.5K
|
255
$12.7K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
221New |
$8.03K - $9.08K
|
221
$11K
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
213+ 0.57% |
$7.74K - $8.75K
|
37.5K
$1.86M
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
211+ 1.39% |
$7.67K - $8.67K
|
15.3K
$761K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
201+ 1.49% |
$7.31K - $8.26K
|
13.7K
$680K
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
200+ 2.63% |
$7.27K - $8.22K
|
7.8K
$387K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
176New |
$6.4K - $7.23K
|
176
$8.73K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
165+ 1.91% |
$6K - $6.78K
|
8.81K
$437K
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
156+ 0.07% |
$5.67K - $6.41K
|
230K
$11.4M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
155+ 155.0% |
$5.63K - $6.37K
|
255
$12.7K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
153New |
$5.56K - $6.29K
|
153
$7.59K
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
140+ 0.82% |
$5.09K - $5.75K
|
17.2K
$851K
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
137+ 0.51% |
$4.98K - $5.63K
|
26.8K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
118+ 4.56% |
$4.29K - $4.85K
|
2.7K
$134K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
105+ 7.17% |
$3.82K - $4.31K
|
1.57K
$77.9K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
104+ 0.88% |
$3.78K - $4.27K
|
12K
$594K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
102+ 5.54% |
$3.71K - $4.19K
|
1.94K
$96.4K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100+ 12.38% |
$3.64K - $4.11K
|
908
$45.1K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
99New |
$3.6K - $4.07K
|
99
$4.91K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
86+ 0.17% |
$3.13K - $3.53K
|
51.7K
$2.56M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
84+ 1.51% |
$3.05K - $3.45K
|
5.64K
$280K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
77New |
$2.8K - $3.16K
|
77
$3.82K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
75+ 2.63% |
$2.73K - $3.08K
|
2.93K
$145K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
75+ 0.99% |
$2.73K - $3.08K
|
7.63K
$378K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
67+ 1.93% |
$2.44K - $2.75K
|
3.54K
$176K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
66+ 23.74% |
$2.4K - $2.71K
|
344
$17.1K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 1.17% |
$2.29K - $2.59K
|
5.44K
$270K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
62New |
$2.25K - $2.55K
|
62
$3.08K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58+ 0.83% |
$2.11K - $2.38K
|
7.02K
$348K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
56+ 49.56% |
$2.04K - $2.3K
|
169
$8.39K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50+ 1.69% |
$1.82K - $2.05K
|
3.01K
$149K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
46+ 0.43% |
$1.67K - $1.89K
|
10.8K
$537K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42+ 3.48% |
$1.53K - $1.73K
|
1.25K
$62K
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
40+ 0.09% |
$1.45K - $1.64K
|
43.1K
$2.14M
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
35+ 0.23% |
$1.27K - $1.44K
|
15.2K
$753K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
34+ 3400.0% |
$1.24K - $1.4K
|
35
$1.74K
|