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 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9+ 0.14% |
$438 - $478
|
6.22K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 1.78% |
$389 - $424
|
458
$22.1K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.06% |
$389 - $424
|
14.3K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 1.85% |
$243 - $265
|
276
$13.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4+ 2.08% |
$195 - $212
|
196
$9.47K
|
|
|
May 13, 2025
Q1 2025
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
4+ 0.28% |
$195 - $212
|
1.45K
$70.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.07% |
$195 - $212
|
6.14K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.8% |
$97.3 - $106
|
113
$5.46K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$97.3 - $106
|
7.77K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.0% |
$48.7 - $53.1
|
42.5K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.38% |
$48.7 - $53.1
|
261
$12.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.03% |
$48.7 - $53.1
|
3.75K
$181K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-7- 0.07% |
$341 - $371
|
10.4K
$503K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-9- 2.46% |
$438 - $478
|
357
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13- 0.33% |
$632 - $690
|
3.99K
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-14- 0.12% |
$681 - $743
|
11.7K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-20- 4.58% |
$973 - $1.06K
|
417
$20.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-28- 50.0% |
$1.36K - $1.49K
|
28
$1.35K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-35- 0.09% |
$1.7K - $1.86K
|
38.7K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-36- 0.35% |
$1.75K - $1.91K
|
10.4K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-61- 3.97% |
$2.97K - $3.24K
|
1.47K
$71.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-74- 0.21% |
$3.6K - $3.93K
|
34.8K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-79- 0.7% |
$3.84K - $4.19K
|
11.2K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-80- 1.61% |
$3.89K - $4.24K
|
4.89K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-89- 1.14% |
$4.33K - $4.72K
|
7.7K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-97- 1.74% |
$4.72K - $5.15K
|
5.46K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 0.59% |
$4.87K - $5.31K
|
16.8K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-100- 0.4% |
$4.87K - $5.31K
|
24.9K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-105- 0.62% |
$5.11K - $5.57K
|
16.9K
$816K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-118- 0.22% |
$5.74K - $6.26K
|
54.2K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-125- 2.92% |
$6.08K - $6.63K
|
4.16K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-148- 0.68% |
$7.2K - $7.85K
|
21.7K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-163- 0.56% |
$7.93K - $8.65K
|
28.7K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-165- 1.47% |
$8.03K - $8.75K
|
11K
$533K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-166- 1.07% |
$8.08K - $8.81K
|
15.4K
$744K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-171- 0.41% |
$8.32K - $9.07K
|
41.9K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-180- 1.24% |
$8.76K - $9.55K
|
14.4K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-183- 1.95% |
$8.9K - $9.71K
|
9.2K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-186- 2.82% |
$9.05K - $9.87K
|
6.41K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-186- 0.21% |
$9.05K - $9.87K
|
90.3K
$4.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-188- 2.2% |
$9.15K - $9.98K
|
8.35K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-190- 0.92% |
$9.24K - $10.1K
|
20.4K
$984K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-200- 25.28% |
$9.73K - $10.6K
|
591
$28.6K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 32.0% |
$9.73K - $10.6K
|
425
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-236- 0.28% |
$11.5K - $12.5K
|
85.5K
$4.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-237- 2.26% |
$11.5K - $12.6K
|
10.2K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-246- 4.99% |
$12K - $13.1K
|
4.69K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-246- 0.94% |
$12K - $13.1K
|
25.9K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 12.5% |
$12.2K - $13.3K
|
1.75K
$84.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-270- 11.91% |
$13.1K - $14.3K
|
2K
$96.5K
|