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 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
716+ 19.02% |
$34.8K - $38K
|
4.48K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
680+ 1.86% |
$33.1K - $36.1K
|
37.2K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
674+ 5.43% |
$32.8K - $35.8K
|
13.1K
$633K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
668+ 4.48% |
$32.5K - $35.4K
|
15.6K
$753K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
667+ 2.4% |
$32.4K - $35.4K
|
28.5K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
654New |
$31.8K - $34.7K
|
654
$31.6K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
650+ 3.28% |
$31.6K - $34.5K
|
20.5K
$988K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
630+ 1.17% |
$30.6K - $33.4K
|
54.4K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
596New |
$29K - $31.6K
|
596
$28.8K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
550+ 35.03% |
$26.8K - $29.2K
|
2.12K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
534+ 1.94% |
$26K - $28.3K
|
28K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
530+ 6.62% |
$25.8K - $28.1K
|
8.54K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
520+ 2.63% |
$25.3K - $27.6K
|
20.3K
$982K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
515+ 8.24% |
$25.1K - $27.3K
|
6.76K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
508+ 1.27% |
$24.7K - $27K
|
40.5K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
504+ 11.32% |
$24.5K - $26.7K
|
4.96K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
500+ 9.41% |
$24.3K - $26.5K
|
5.81K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
500+ 0.92% |
$24.3K - $26.5K
|
54.6K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
500+ 3.05% |
$24.3K - $26.5K
|
16.9K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
436+ 3.34% |
$21.2K - $23.1K
|
13.5K
$652K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
416+ 3.04% |
$20.2K - $22.1K
|
14.1K
$681K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
411+ 790.38% |
$20K - $21.8K
|
463
$22.4K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
410+ 1.48% |
$19.9K - $21.8K
|
28.1K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
408+ 2.72% |
$19.8K - $21.6K
|
15.4K
$745K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
400New |
$19.5K - $21.2K
|
400
$19.3K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
392+ 2.22% |
$19.1K - $20.8K
|
18.1K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
373+ 1.36% |
$18.1K - $19.8K
|
27.8K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
351+ 0.61% |
$17.1K - $18.6K
|
58K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
347+ 11.49% |
$16.9K - $18.4K
|
3.37K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
347+ 1.59% |
$16.9K - $18.4K
|
22.1K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
327+ 1.86% |
$15.9K - $17.4K
|
17.9K
$866K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
307+ 1.42% |
$14.9K - $16.3K
|
22K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 40.27% |
$14.6K - $15.9K
|
1.05K
$50.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
275+ 3.51% |
$13.4K - $14.6K
|
8.12K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
273+ 0.45% |
$13.3K - $14.5K
|
61.3K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
260New |
$12.6K - $13.8K
|
260
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
257+ 1.57% |
$12.5K - $13.6K
|
16.6K
$804K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
250+ 1.49% |
$12.2K - $13.3K
|
17K
$822K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
246+ 7.29% |
$12K - $13.1K
|
3.62K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
227+ 4.07% |
$11K - $12K
|
5.8K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
223+ 1.24% |
$10.8K - $11.8K
|
18.2K
$878K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
223+ 3.06% |
$10.8K - $11.8K
|
7.51K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
206+ 0.33% |
$10K - $10.9K
|
62.1K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
202+ 3.92% |
$9.83K - $10.7K
|
5.35K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
202+ 3.65% |
$9.83K - $10.7K
|
5.74K
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 2.46% |
$9.73K - $10.6K
|
8.33K
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
200+ 1111.11% |
$9.73K - $10.6K
|
218
$10.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
200+ 2.22% |
$9.73K - $10.6K
|
9.2K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
191+ 0.45% |
$9.29K - $10.1K
|
42.4K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
190+ 10.5% |
$9.24K - $10.1K
|
2K
$96.7K
|