Purchases and Sales Made in Q1 2024 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 2024. 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 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.46K- 3.1% |
$189K - $212K
|
139K
$6.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.46K- 70.74% |
$190K - $212K
|
1.85K
$89.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.53K- 4.7% |
$193K - $215K
|
91.8K
$4.45M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.66K- 3.52% |
$198K - $221K
|
128K
$6.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.68K- 9.81% |
$199K - $222K
|
43K
$2.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-4.73K- 4.2% |
$201K - $224K
|
108K
$5.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.76K- 1.56% |
$202K - $226K
|
300K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-5.09K- 29.62% |
$216K - $242K
|
12.1K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.15K- 10.96% |
$219K - $244K
|
41.8K
$2.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-6.09K- 5.38% |
$259K - $289K
|
107K
$5.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.29K- 5.55% |
$267K - $298K
|
107K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.28K- 5.7% |
$309K - $346K
|
120K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.08K- 23.48% |
$343K - $383K
|
26.3K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-8.73K- 61.74% |
$371K - $414K
|
5.41K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.95K- 9.45% |
$423K - $472K
|
95.3K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.7K- 50.62% |
$455K - $509K
|
10.5K
$507K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-10.9K- 13.48% |
$463K - $517K
|
70K
$3.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 1.23% |
$476K - $531K
|
901K
$43.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-11.4K- 40.09% |
$486K - $543K
|
17.1K
$829K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.8K- 92.07% |
$503K - $562K
|
1.02K
$49.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-13.4K- 74.92% |
$569K - $636K
|
4.49K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.4K- 2.63% |
$571K - $638K
|
497K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.6K- 1.67% |
$580K - $647K
|
802K
$38.9M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.7K- 48.63% |
$583K - $652K
|
14.5K
$703K
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-13.7K- 7.93% |
$584K - $652K
|
160K
$7.74M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14K- 98.82% |
$596K - $666K
|
168
$8.15K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-14.8K- 57.56% |
$627K - $700K
|
10.9K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.8K- 8.08% |
$672K - $751K
|
180K
$8.72M
|
|
|
May 10, 2024
Q1 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-15.9K- 9.89% |
$676K - $755K
|
145K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-16K- 14.45% |
$681K - $761K
|
94.9K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-18.1K- 21.03% |
$770K - $861K
|
68.1K
$3.3M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-18.2K- 23.61% |
$772K - $862K
|
58.7K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-18.4K- 29.67% |
$782K - $874K
|
43.6K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-18.8K- 61.69% |
$797K - $891K
|
11.7K
$565K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-19.5K- 29.87% |
$827K - $924K
|
45.7K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-20.1K- 38.25% |
$852K - $952K
|
32.4K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.2K- 18.43% |
$857K - $957K
|
89.3K
$4.33M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-21.5K- 30.63% |
$912K - $1.02M
|
48.6K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-22K- 20.0% |
$934K - $1.04M
|
87.9K
$4.26M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23.5K- 42.24% |
$1M - $1.12M
|
32.2K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.7K- 23.42% |
$1.01M - $1.13M
|
77.6K
$3.76M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-24.2K- 11.92% |
$1.03M - $1.15M
|
179K
$8.67M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-25.4K- 11.37% |
$1.08M - $1.21M
|
198K
$9.61M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26K- 48.83% |
$1.11M - $1.23M
|
27.3K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.8K- 34.55% |
$1.14M - $1.27M
|
50.7K
$2.46M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-27.8K- 25.78% |
$1.18M - $1.32M
|
80.1K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-27.8K- 44.99% |
$1.18M - $1.32M
|
34K
$1.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-28.7K- 11.89% |
$1.22M - $1.36M
|
212K
$10.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-29.1K- 67.51% |
$1.24M - $1.38M
|
14K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-30K- 15.9% |
$1.27M - $1.42M
|
159K
$7.7M
|