Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01M+ 7.13% |
$49.2M - $53.7M
|
15.2M
$735M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
762K+ 12.1% |
$37.1M - $40.5M
|
7.06M
$341M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
741K+ 31.65% |
$36M - $39.3M
|
3.08M
$149M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
619K+ 22.33% |
$30.1M - $32.9M
|
3.39M
$164M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
492K+ 1737.31% |
$23.9M - $26.1M
|
520K
$25.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
438K+ 15.64% |
$21.3M - $23.2M
|
3.24M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
401K+ 18.55% |
$19.5M - $21.3M
|
2.56M
$124M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
298KNew |
$14.5M - $15.8M
|
298K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
268KNew |
$13M - $14.2M
|
268K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
255K+ 509.36% |
$12.4M - $13.5M
|
305K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
220K+ 89.24% |
$10.7M - $11.7M
|
466K
$22.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
218K+ 62.67% |
$10.6M - $11.6M
|
566K
$27.3M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
217KNew |
$10.5M - $11.5M
|
217K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
190KNew |
$9.23M - $10.1M
|
190K
$9.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
184K+ 69.86% |
$8.94M - $9.75M
|
447K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 1.98% |
$7.93M - $8.65M
|
8.4M
$406M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
154K+ 40.15% |
$7.51M - $8.19M
|
539K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
145K+ 37.37% |
$7.07M - $7.71M
|
534K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
133K+ 65.69% |
$6.46M - $7.05M
|
335K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
126KNew |
$6.13M - $6.68M
|
126K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Ripple Effect Asset Management LP
New York, NY |
BUY
|
- |
109KNew |
$5.32M - $5.8M
|
109K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
108K+ 1.48% |
$5.27M - $5.75M
|
7.43M
$359M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
99.6K+ 26.79% |
$4.85M - $5.29M
|
472K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
94.6K+ 142.8% |
$4.6M - $5.02M
|
161K
$7.77M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.1K+ 139.58% |
$4.43M - $4.83M
|
156K
$7.55M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
89.3KNew |
$4.34M - $4.74M
|
89.3K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
84.5KNew |
$4.11M - $4.48M
|
84.5K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
80.3KNew |
$3.91M - $4.26M
|
80.3K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79.8K+ 84.98% |
$3.88M - $4.23M
|
174K
$8.39M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79.7K+ 191.65% |
$3.88M - $4.23M
|
121K
$5.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79.3K+ 23.42% |
$3.86M - $4.21M
|
418K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
74.8K+ 1378.71% |
$3.64M - $3.97M
|
80.2K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
72.6KNew |
$3.53M - $3.85M
|
72.6K
$3.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
65.7KNew |
$3.2M - $3.49M
|
65.7K
$3.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
63.5K+ 40.78% |
$3.09M - $3.37M
|
219K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
63.1K+ 41.19% |
$3.07M - $3.35M
|
216K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
61.7K+ 205.26% |
$3M - $3.27M
|
91.7K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.2K+ 9.62% |
$2.88M - $3.14M
|
675K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
55.3K+ 299.24% |
$2.69M - $2.93M
|
73.8K
$3.57M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
51.1K+ 292.46% |
$2.49M - $2.71M
|
68.6K
$3.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
50.9K+ 21.16% |
$2.48M - $2.7M
|
291K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
47.5KNew |
$2.31M - $2.52M
|
47.5K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
47.3K+ 289.62% |
$2.3M - $2.51M
|
63.6K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
43.8K+ 4.09% |
$2.13M - $2.33M
|
1.12M
$53.9M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
42.3KNew |
$2.06M - $2.24M
|
42.3K
$2.04M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.5K+ 37.61% |
$1.92M - $2.1M
|
145K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
37KNew |
$1.8M - $1.97M
|
37K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34.5K+ 104.41% |
$1.68M - $1.83M
|
67.5K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31.4KNew |
$1.53M - $1.67M
|
31.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
31.3KNew |
$1.52M - $1.66M
|
31.3K
$1.51M
|