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 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.55K- 1.5% |
$75.6K - $82.4K
|
102K
$4.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.57K- 15.78% |
$76.2K - $83.1K
|
8.36K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.58K- 0.64% |
$76.8K - $83.8K
|
244K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.75K- 22.45% |
$84.9K - $92.6K
|
6.03K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.77K- 20.01% |
$86.2K - $94K
|
7.08K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.77K- 1.66% |
$86.3K - $94.1K
|
105K
$5.07M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.81K- 4.97% |
$88.3K - $96.3K
|
34.7K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.92K- 12.28% |
$93.6K - $102K
|
13.7K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 16.64% |
$95.3K - $104K
|
9.81K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.98K- 59.19% |
$96.5K - $105K
|
1.37K
$66.1K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.99K- 12.76% |
$96.7K - $105K
|
13.6K
$657K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-2.07K- 3.05% |
$101K - $110K
|
65.9K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.11K- 6.72% |
$103K - $112K
|
29.3K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.29K- 0.25% |
$111K - $121K
|
909K
$44M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.31K- 63.43% |
$112K - $123K
|
1.33K
$64.4K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.42K- 22.07% |
$118K - $129K
|
8.56K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.61K- 6.13% |
$127K - $138K
|
39.9K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.63K- 3.08% |
$128K - $139K
|
82.6K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.68K- 29.34% |
$130K - $142K
|
6.45K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.77K- 4.98% |
$135K - $147K
|
52.9K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2.92K- 16.07% |
$142K - $155K
|
15.2K
$736K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.98K- 16.08% |
$145K - $158K
|
15.5K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-3.25K- 10.93% |
$158K - $173K
|
26.5K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.45K- 6.88% |
$168K - $183K
|
46.7K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.58K- 2.13% |
$174K - $190K
|
165K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.62K- 31.06% |
$176K - $192K
|
8.04K
$389K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.71K- 25.02% |
$181K - $197K
|
11.1K
$538K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-3.72K- 15.94% |
$181K - $198K
|
19.6K
$949K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.76K- 8.6% |
$183K - $199K
|
39.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.85K- 36.2% |
$187K - $204K
|
6.79K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.89K- 6.98% |
$189K - $206K
|
51.8K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.93K- 8.77% |
$191K - $208K
|
40.9K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.01K- 1.98% |
$195K - $213K
|
199K
$9.6M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.31K- 3.08% |
$210K - $229K
|
135K
$6.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.31K- 1.9% |
$210K - $229K
|
222K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.56K- 1.27% |
$222K - $242K
|
355K
$17.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-4.63K- 2.3% |
$225K - $245K
|
196K
$9.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.64K- 20.03% |
$226K - $246K
|
18.5K
$895K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.68K- 20.35% |
$228K - $248K
|
18.3K
$885K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5K- 5.4% |
$243K - $265K
|
87.6K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.03K- 5.24% |
$245K - $267K
|
91K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.08K- 35.74% |
$247K - $270K
|
9.14K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.08K- 15.47% |
$247K - $270K
|
27.8K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.16K- 24.67% |
$251K - $274K
|
15.7K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.19K- 77.04% |
$252K - $275K
|
1.55K
$74.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-5.35K- 17.45% |
$260K - $284K
|
25.3K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.47K- 8.41% |
$266K - $290K
|
59.6K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.63K- 3.34% |
$274K - $299K
|
163K
$7.87M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-5.69K- 40.13% |
$277K - $302K
|
8.48K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-5.71K- 20.78% |
$278K - $303K
|
21.8K
$1.05M
|