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 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.3K+ 57.45% |
$209K - $228K
|
11.8K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.28KNew |
$208K - $227K
|
4.28K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.27K+ 4.81% |
$208K - $227K
|
93.1K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.1KNew |
$199K - $217K
|
4.1K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.04KNew |
$197K - $215K
|
4.04K
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.04KNew |
$196K - $214K
|
4.04K
$195K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.97K+ 404.18% |
$193K - $211K
|
4.95K
$239K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.95KNew |
$192K - $210K
|
3.95K
$191K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.94K+ 5.57% |
$192K - $209K
|
74.7K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.94K+ 49.58% |
$191K - $209K
|
11.9K
$574K
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
3.93K+ 1.19% |
$191K - $208K
|
334K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.9KNew |
$190K - $207K
|
3.9K
$188K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
3.85KNew |
$187K - $204K
|
3.85K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
3.75K+ 1.33% |
$182K - $199K
|
287K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.65K+ 16.48% |
$177K - $194K
|
25.8K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.43K+ 15.98% |
$167K - $182K
|
24.9K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3.27K+ 14.77% |
$159K - $174K
|
25.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.27K+ 29.49% |
$159K - $174K
|
14.4K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
3.07K+ 8.33% |
$149K - $163K
|
39.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.01K+ 18.79% |
$146K - $160K
|
19K
$920K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.93K+ 0.21% |
$143K - $156K
|
1.37M
$66.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.86K+ 3.65% |
$139K - $152K
|
81.3K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.81K+ 7.59% |
$137K - $149K
|
39.9K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.8KNew |
$136K - $149K
|
2.8K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.78K+ 6.29% |
$135K - $148K
|
47K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.78KNew |
$135K - $147K
|
2.78K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.76K+ 3.14% |
$134K - $146K
|
90.7K
$4.38M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.75K+ 7.93% |
$134K - $146K
|
37.4K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.68K+ 57.16% |
$130K - $142K
|
7.36K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.57K+ 8.46% |
$125K - $136K
|
32.9K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.51K+ 18.88% |
$122K - $133K
|
15.8K
$764K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.48KNew |
$121K - $132K
|
2.48K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.47K+ 6.61% |
$120K - $131K
|
39.8K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.4K+ 42.7% |
$117K - $127K
|
8.02K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.36K+ 11.17% |
$115K - $125K
|
23.5K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.34K+ 7.01% |
$114K - $124K
|
35.8K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.31K+ 8.8% |
$112K - $123K
|
28.6K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
2.27K+ 182.76% |
$110K - $120K
|
3.51K
$170K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.25K+ 1.31% |
$110K - $119K
|
174K
$8.41M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.19K+ 1.11% |
$107K - $116K
|
199K
$9.64M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.17K+ 42.81% |
$106K - $115K
|
7.24K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.15K+ 1.44% |
$105K - $114K
|
151K
$7.31M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 3.85% |
$105K - $114K
|
57.9K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 0.68% |
$101K - $110K
|
307K
$14.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.08K+ 24.91% |
$101K - $110K
|
10.4K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.07K+ 1.76% |
$101K - $110K
|
120K
$5.79M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.04K+ 11.83% |
$99.1K - $108K
|
19.3K
$931K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.01K+ 40.7% |
$97.6K - $106K
|
6.94K
$335K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 28.09% |
$93.9K - $102K
|
8.8K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.93K+ 12.81% |
$93.8K - $102K
|
17K
$821K
|