Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.62K- 9.41% |
$60.3K - $64.2K
|
15.6K
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.64K- 0.84% |
$61.1K - $65K
|
193K
$9.41M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.91K- 10.49% |
$71.2K - $75.7K
|
16.3K
$793K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.93K- 11.19% |
$72K - $76.6K
|
15.3K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.97K- 1.83% |
$73.5K - $78.2K
|
106K
$5.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.98K- 5.75% |
$73.9K - $78.6K
|
32.4K
$1.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-2.1K- 6.7% |
$78.4K - $83.3K
|
29.2K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 12.91% |
$78.4K - $83.4K
|
14.2K
$691K
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.21K- 3.55% |
$82.6K - $87.9K
|
60.1K
$2.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.35K- 8.42% |
$87.6K - $93.2K
|
25.6K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.44K- 5.91% |
$91K - $96.8K
|
38.8K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.44K- 28.22% |
$91.1K - $96.9K
|
6.21K
$303K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.47K- 4.78% |
$92.1K - $98K
|
49.2K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.5K- 18.12% |
$93.3K - $99.2K
|
11.3K
$551K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-2.53K- 0.24% |
$94.2K - $100K
|
1.07M
$52.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.62K- 3.8% |
$97.8K - $104K
|
66.3K
$3.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-3K- 1.31% |
$112K - $119K
|
225K
$11M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.01K- 1.02% |
$112K - $119K
|
293K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.08K- 3.42% |
$115K - $122K
|
87K
$4.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.2K- 2.79% |
$119K - $127K
|
111K
$5.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.3K- 4.31% |
$123K - $131K
|
73.3K
$3.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.54K- 39.38% |
$132K - $141K
|
5.46K
$266K
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-3.73K- 3.41% |
$139K - $148K
|
106K
$5.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.94K- 10.08% |
$147K - $156K
|
35.1K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-4K- 3.38% |
$149K - $159K
|
114K
$5.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.1K- 24.71% |
$153K - $163K
|
12.5K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.23K- 4.29% |
$158K - $168K
|
94.5K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.52K- 35.97% |
$169K - $179K
|
8.05K
$392K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.52K- 6.95% |
$169K - $180K
|
60.6K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.68K- 34.72% |
$174K - $186K
|
8.79K
$428K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.87K- 10.21% |
$182K - $193K
|
42.8K
$2.09M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.89K- 0.68% |
$182K - $194K
|
713K
$34.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-5.29K- 46.14% |
$197K - $210K
|
6.17K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.3K- 36.54% |
$198K - $210K
|
9.21K
$449K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.57K- 24.39% |
$208K - $221K
|
17.3K
$841K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.57K- 24.39% |
$208K - $221K
|
17.3K
$841K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.58K- 35.9% |
$208K - $221K
|
9.96K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.87K- 7.61% |
$219K - $233K
|
71.2K
$3.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.91K- 43.09% |
$220K - $234K
|
7.8K
$380K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.08K- 7.31% |
$227K - $241K
|
77.1K
$3.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.46K- 4.16% |
$241K - $256K
|
149K
$7.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.74K- 31.65% |
$251K - $267K
|
14.6K
$709K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.02K- 28.2% |
$262K - $279K
|
17.9K
$871K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.4K- 2.3% |
$276K - $294K
|
314K
$15.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.78K- 31.01% |
$290K - $309K
|
17.3K
$844K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-7.8K- 23.15% |
$291K - $310K
|
25.9K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.87K- 14.01% |
$294K - $312K
|
48.3K
$2.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-7.99K- 20.49% |
$298K - $317K
|
31K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-7.99K- 57.12% |
$298K - $317K
|
6K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.1K- 12.92% |
$302K - $321K
|
54.6K
$2.66M
|