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 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.13K+ 9.39% |
$347K - $378K
|
83K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.12K+ 1.36% |
$347K - $378K
|
531K
$25.6M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
6.9KNew |
$336K - $366K
|
6.9K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.8KNew |
$331K - $361K
|
6.8K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.71K+ 10.83% |
$326K - $356K
|
68.7K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
6.48KNew |
$315K - $344K
|
6.48K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.47K+ 4.56% |
$315K - $343K
|
149K
$7.18M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.43K+ 2.74% |
$313K - $341K
|
241K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.37K+ 48.37% |
$310K - $338K
|
19.5K
$945K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.34K+ 38.74% |
$309K - $337K
|
22.7K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.34K+ 28.16% |
$308K - $336K
|
28.9K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.33K+ 32.69% |
$308K - $336K
|
25.7K
$1.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.2KNew |
$302K - $329K
|
6.2K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.11K+ 7.33% |
$297K - $324K
|
89.6K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.08K+ 14.28% |
$296K - $323K
|
48.7K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
6.04K+ 4.08% |
$294K - $320K
|
154K
$7.45M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.97KNew |
$290K - $317K
|
5.97K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
5.94K+ 3.78% |
$289K - $315K
|
163K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.78K+ 22.03% |
$281K - $306K
|
32K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.74K+ 28.21% |
$279K - $304K
|
26.1K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
5.72K+ 10.05% |
$278K - $304K
|
62.7K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
5.5KNew |
$268K - $292K
|
5.5K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
5.5K+ 6.16% |
$268K - $292K
|
94.9K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.45KNew |
$265K - $289K
|
5.45K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.39K+ 8.6% |
$262K - $286K
|
68.1K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.35K+ 1.23% |
$260K - $284K
|
440K
$21.3M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
5.35K+ 1.85% |
$260K - $284K
|
295K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.32K+ 88.63% |
$259K - $282K
|
11.3K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.29K+ 75.72% |
$257K - $281K
|
12.3K
$593K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.23K+ 5.18% |
$254K - $277K
|
106K
$5.13M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.21K+ 66.85% |
$254K - $277K
|
13K
$629K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
5.21K+ 4.79% |
$254K - $277K
|
114K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.19KNew |
$253K - $275K
|
5.19K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.07KNew |
$247K - $269K
|
5.07K
$245K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.94K+ 84.18% |
$241K - $262K
|
10.8K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.94K+ 7.2% |
$241K - $262K
|
73.6K
$3.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.91K+ 19.86% |
$239K - $260K
|
29.6K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.83KNew |
$235K - $256K
|
4.83K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
4.76K+ 35.6% |
$231K - $252K
|
18.1K
$876K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.59K+ 8.15% |
$223K - $244K
|
60.9K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.59KNew |
$223K - $243K
|
4.59K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.58K+ 63.16% |
$223K - $243K
|
11.8K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.52K+ 36.71% |
$220K - $240K
|
16.8K
$813K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.51KNew |
$219K - $239K
|
4.51K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.5KNew |
$219K - $239K
|
4.5K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.5K+ 17.09% |
$219K - $239K
|
30.8K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.46K+ 34.03% |
$217K - $236K
|
17.6K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
4.38K+ 7.35% |
$213K - $232K
|
64K
$3.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.32KNew |
$210K - $229K
|
4.32K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.31K+ 77.6% |
$210K - $229K
|
9.87K
$477K
|