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 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
469+ 4.37% |
$19.9K - $22.3K
|
11.2K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
414+ 0.8% |
$17.6K - $19.6K
|
52.4K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
400+ 1.96% |
$17K - $19K
|
20.8K
$1.02M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
386+ 8.87% |
$16.4K - $18.3K
|
4.74K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
386+ 0.67% |
$16.4K - $18.3K
|
58.1K
$2.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
384+ 4.13% |
$16.3K - $18.2K
|
9.68K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
376+ 3.75% |
$16K - $17.8K
|
10.4K
$511K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
355+ 4.06% |
$15.1K - $16.8K
|
9.1K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
355+ 87.65% |
$15.1K - $16.8K
|
760
$37.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
351+ 1.76% |
$14.9K - $16.7K
|
20.3K
$999K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
328+ 1.14% |
$13.9K - $15.6K
|
29.1K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
305New |
$13K - $14.5K
|
305
$15K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
300+ 3.91% |
$12.7K - $14.2K
|
7.98K
$392K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
300+ 1.9% |
$12.7K - $14.2K
|
16.1K
$791K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
298+ 6.86% |
$12.7K - $14.1K
|
4.64K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
275+ 0.48% |
$11.7K - $13.1K
|
58K
$2.85M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
257New |
$10.9K - $12.2K
|
257
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
255New |
$10.8K - $12.1K
|
255
$12.5K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
245New |
$10.4K - $11.6K
|
245
$12K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
241New |
$10.2K - $11.4K
|
241
$11.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
240New |
$10.2K - $11.4K
|
240
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
225+ 1.85% |
$9.56K - $10.7K
|
12.4K
$610K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
220New |
$9.35K - $10.4K
|
220
$10.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
210+ 3.55% |
$8.92K - $9.97K
|
6.12K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
198+ 1.78% |
$8.41K - $9.4K
|
11.3K
$557K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
193+ 0.84% |
$8.2K - $9.16K
|
23.1K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
183+ 0.46% |
$7.78K - $8.69K
|
40.3K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
170+ 1.56% |
$7.22K - $8.07K
|
11.1K
$544K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
151+ 0.39% |
$6.42K - $7.17K
|
39.3K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
135+ 1.66% |
$5.74K - $6.41K
|
8.29K
$407K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125New |
$5.31K - $5.93K
|
125
$6.14K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
124+ 0.71% |
$5.27K - $5.89K
|
17.5K
$862K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
121+ 1.46% |
$5.14K - $5.74K
|
8.41K
$413K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
114+ 0.43% |
$4.84K - $5.41K
|
26.6K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
109New |
$4.63K - $5.17K
|
109
$5.36K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
105+ 0.66% |
$4.46K - $4.98K
|
16K
$786K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
98+ 0.5% |
$4.16K - $4.65K
|
19.8K
$972K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
97+ 0.39% |
$4.12K - $4.6K
|
25K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
95+ 1.89% |
$4.04K - $4.51K
|
5.12K
$251K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
90+ 1.35% |
$3.82K - $4.27K
|
6.77K
$332K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
90+ 4.28% |
$3.82K - $4.27K
|
2.19K
$108K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
87+ 0.63% |
$3.7K - $4.13K
|
13.9K
$681K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
87+ 1.55% |
$3.7K - $4.13K
|
5.72K
$281K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
71+ 3.43% |
$3.02K - $3.37K
|
2.14K
$105K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
71+ 1.16% |
$3.02K - $3.37K
|
6.2K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
66+ 0.18% |
$2.8K - $3.13K
|
36.6K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
65+ 0.88% |
$2.76K - $3.08K
|
7.44K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 0.67% |
$2.55K - $2.85K
|
8.97K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
58+ 0.12% |
$2.46K - $2.75K
|
48.2K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
53+ 0.69% |
$2.25K - $2.52K
|
7.72K
$379K
|