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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 0.41% |
$1.02K - $1.15K
|
6.88K
$338K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
26+ 0.42% |
$945 - $1.07K
|
6.2K
$304K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24New |
$872 - $986
|
24
$1.18K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
22+ 0.28% |
$800 - $904
|
7.75K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 0.22% |
$727 - $822
|
9.09K
$446K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 1.85% |
$654 - $739
|
991
$48.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
17+ 0.1% |
$618 - $698
|
16.5K
$809K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 0.68% |
$582 - $657
|
2.39K
$117K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 0.8% |
$509 - $575
|
1.78K
$87.2K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 1.87% |
$473 - $534
|
710
$34.9K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 1.9% |
$400 - $452
|
591
$29K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 1.98% |
$364 - $411
|
516
$25.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
10+ 0.19% |
$364 - $411
|
5.39K
$265K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8+ 1.04% |
$291 - $329
|
775
$38.1K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.31% |
$291 - $329
|
2.61K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
6+ 0.02% |
$218 - $246
|
24.8K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 2.04% |
$218 - $246
|
300
$14.7K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$218 - $246
|
6
$295
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4+ 400.0% |
$145 - $164
|
5
$246
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4+ 0.02% |
$145 - $164
|
20.1K
$986K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.03% |
$109 - $123
|
11.6K
$572K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 2.04% |
$72.7 - $82.2
|
100
$4.91K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.45% |
$36.4 - $41.1
|
70
$3.44K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$109 - $123
|
14.2K
$700K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 0.03% |
$618 - $698
|
53.5K
$2.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 0.33% |
$909 - $1.03K
|
7.59K
$373K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26- 72.22% |
$945 - $1.07K
|
10
$491
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-34- 97.14% |
$1.24K - $1.4K
|
1
$49.1
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-36- 0.63% |
$1.31K - $1.48K
|
5.7K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-37- 0.31% |
$1.34K - $1.52K
|
12K
$588K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-50Closed |
$1.82K - $2.05K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-60- 3.0% |
$2.18K - $2.46K
|
1.94K
$95.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-60- 0.45% |
$2.18K - $2.46K
|
13.2K
$650K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-62- 0.66% |
$2.25K - $2.55K
|
9.37K
$460K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-69- 2.03% |
$2.51K - $2.83K
|
3.33K
$163K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-76- 1.64% |
$2.76K - $3.12K
|
4.56K
$224K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-77- 2.16% |
$2.8K - $3.16K
|
3.49K
$171K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-93- 1.48% |
$3.38K - $3.82K
|
6.17K
$303K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-93- 15.1% |
$3.38K - $3.82K
|
523
$25.7K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-95- 5.36% |
$3.45K - $3.9K
|
1.68K
$82.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-100- 0.04% |
$3.64K - $4.11K
|
240K
$11.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 9.2% |
$3.64K - $4.11K
|
987
$48.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-101- 11.64% |
$3.67K - $4.15K
|
767
$37.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 9.73% |
$3.71K - $4.19K
|
946
$46.5K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-114- 0.56% |
$4.14K - $4.68K
|
20.3K
$999K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-137- 0.87% |
$4.98K - $5.63K
|
15.6K
$766K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-160- 21.62% |
$5.82K - $6.57K
|
580
$28.5K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-163- 0.15% |
$5.93K - $6.7K
|
112K
$5.51M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-180- 0.8% |
$6.54K - $7.39K
|
22.5K
$1.1M
|