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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-287- 3.58% |
$14K - $15.2K
|
7.74K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-290- 5.05% |
$14.1K - $15.4K
|
5.45K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-291- 5.81% |
$14.2K - $15.4K
|
4.72K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-298- 5.49% |
$14.5K - $15.8K
|
5.13K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-303- 4.17% |
$14.7K - $16.1K
|
6.97K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-326Closed |
$15.9K - $17.3K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-327- 50.0% |
$15.9K - $17.4K
|
327
$15.8K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-365- 5.4% |
$17.8K - $19.4K
|
6.39K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-365- 3.15% |
$17.8K - $19.4K
|
11.2K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-369- 0.67% |
$18K - $19.6K
|
54.4K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-373- 3.74% |
$18.1K - $19.8K
|
9.6K
$464K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-378- 48.09% |
$18.4K - $20.1K
|
408
$19.7K
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-389- 0.39% |
$18.9K - $20.6K
|
98.7K
$4.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-425- 3.4% |
$20.7K - $22.6K
|
12.1K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-487- 5.4% |
$23.7K - $25.8K
|
8.54K
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-488- 5.59% |
$23.7K - $25.9K
|
8.24K
$398K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 23.58% |
$24.3K - $26.5K
|
1.62K
$78.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-517- 5.65% |
$25.2K - $27.4K
|
8.63K
$417K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-540- 3.35% |
$26.3K - $28.7K
|
15.6K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-546- 3.23% |
$26.6K - $29K
|
16.4K
$792K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-548- 0.37% |
$26.7K - $29.1K
|
148K
$7.15M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-606- 19.11% |
$29.5K - $32.2K
|
2.57K
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-650- 5.51% |
$31.6K - $34.5K
|
11.2K
$539K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-663- 31.63% |
$32.3K - $35.2K
|
1.43K
$69.3K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-702- 7.45% |
$34.2K - $37.2K
|
8.73K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-772- 8.43% |
$37.6K - $41K
|
8.38K
$405K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-775- 2.83% |
$37.7K - $41.1K
|
26.6K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-935- 29.68% |
$45.5K - $49.6K
|
2.22K
$107K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-950- 34.67% |
$46.2K - $50.4K
|
1.79K
$86.5K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-967- 0.66% |
$47K - $51.3K
|
145K
$7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1K- 17.37% |
$48.7K - $53.1K
|
4.76K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 0.55% |
$49.1K - $53.6K
|
184K
$8.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.01K- 6.12% |
$49.3K - $53.7K
|
15.5K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.12K- 6.86% |
$54.3K - $59.2K
|
15.1K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-1.16K- 7.9% |
$56.3K - $61.4K
|
13.5K
$652K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.18K- 24.15% |
$57.2K - $62.3K
|
3.69K
$178K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.21K- 61.48% |
$58.8K - $64.1K
|
757
$36.6K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.22K- 2.7% |
$59.5K - $64.9K
|
44.1K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 2.1% |
$60.5K - $66K
|
58.1K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.26K- 3.17% |
$61.4K - $67K
|
38.6K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.28K- 4.32% |
$62.4K - $68.1K
|
28.4K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.3K- 3.55% |
$63.2K - $69K
|
35.3K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.35K- 2.53% |
$65.6K - $71.6K
|
52K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 13.81% |
$66.8K - $72.9K
|
8.57K
$414K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.37K- 5.36% |
$66.8K - $72.9K
|
24.2K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.38K- 2.61% |
$66.9K - $73K
|
51.3K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 5.74% |
$67.9K - $74.1K
|
22.9K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.46K- 1.72% |
$71.1K - $77.5K
|
83.5K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.46K- 1.14% |
$71.2K - $77.6K
|
127K
$6.15M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.54K- 4.73% |
$75.1K - $81.9K
|
31.1K
$1.5M
|