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 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
190New |
$9.24K - $10.1K
|
190
$9.18K
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
178+ 2.22% |
$8.66K - $9.44K
|
8.19K
$396K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
172New |
$8.37K - $9.13K
|
172
$8.31K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
168+ 1.17% |
$8.17K - $8.91K
|
14.6K
$704K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
156+ 31.58% |
$7.59K - $8.28K
|
650
$31.4K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
155New |
$7.54K - $8.22K
|
155
$7.49K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
153New |
$7.44K - $8.12K
|
153
$7.39K
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
149+ 1.7% |
$7.25K - $7.91K
|
8.9K
$430K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
142+ 1.69% |
$6.91K - $7.53K
|
8.54K
$413K
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
120+ 0.67% |
$5.84K - $6.37K
|
18K
$872K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
119+ 1.87% |
$5.79K - $6.31K
|
6.48K
$313K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
111+ 0.85% |
$5.4K - $5.89K
|
13.2K
$639K
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
110+ 0.4% |
$5.35K - $5.84K
|
27.7K
$1.34M
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
110+ 0.21% |
$5.35K - $5.84K
|
52.4K
$2.53M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
109New |
$5.3K - $5.78K
|
109
$5.27K
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
101+ 1.24% |
$4.91K - $5.36K
|
8.25K
$399K
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
100+ 0.31% |
$4.87K - $5.31K
|
32.2K
$1.56M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
100+ 0.94% |
$4.87K - $5.31K
|
10.8K
$520K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
91+ 1.29% |
$4.43K - $4.83K
|
7.14K
$345K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
87+ 1.42% |
$4.23K - $4.62K
|
6.2K
$300K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
85+ 1.2% |
$4.14K - $4.51K
|
7.15K
$346K
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83+ 0.66% |
$4.04K - $4.4K
|
12.7K
$616K
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
81+ 1.87% |
$3.94K - $4.3K
|
4.41K
$213K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
80+ 1.55% |
$3.89K - $4.24K
|
5.23K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
67+ 1.33% |
$3.26K - $3.56K
|
5.12K
$247K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
65+ 0.59% |
$3.16K - $3.45K
|
11.2K
$539K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
60+ 1.37% |
$2.92K - $3.18K
|
4.42K
$214K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
50+ 1.7% |
$2.43K - $2.65K
|
3K
$145K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$2.43K - $2.65K
|
50
$2.42K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
48+ 0.75% |
$2.34K - $2.55K
|
6.45K
$312K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
46+ 0.97% |
$2.24K - $2.44K
|
4.78K
$231K
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
46+ 0.73% |
$2.24K - $2.44K
|
6.31K
$305K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
46+ 0.39% |
$2.24K - $2.44K
|
11.7K
$566K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
45+ 0.1% |
$2.19K - $2.39K
|
43.5K
$2.1M
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
40+ 0.74% |
$1.95K - $2.12K
|
5.47K
$264K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
40+ 0.08% |
$1.95K - $2.12K
|
48.1K
$2.32M
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.18% |
$1.95K - $2.12K
|
22.5K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
39+ 1.89% |
$1.9K - $2.07K
|
2.1K
$101K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 0.65% |
$1.7K - $1.86K
|
5.4K
$261K
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
29+ 0.41% |
$1.41K - $1.54K
|
7.09K
$343K
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
28+ 0.59% |
$1.36K - $1.49K
|
4.74K
$229K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
26New |
$1.26K - $1.38K
|
26
$1.26K
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
22+ 0.45% |
$1.07K - $1.17K
|
4.88K
$236K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
20New |
$973 - $1.06K
|
20
$967
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
20+ 0.14% |
$973 - $1.06K
|
14.8K
$714K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 1.19% |
$924 - $1.01K
|
1.61K
$78K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$827 - $902
|
4.9K
$237K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16+ 0.32% |
$778 - $849
|
4.98K
$240K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13+ 0.19% |
$632 - $690
|
6.73K
$325K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 1.05% |
$487 - $531
|
965
$46.6K
|