Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.75K- 0.75% |
$78.7K - $84.2K
|
231K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.79K- 91.28% |
$80.6K - $86.3K
|
171
$8.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.82K- 18.25% |
$82.1K - $87.9K
|
8.17K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.88K- 3.91% |
$84.8K - $90.7K
|
46.3K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.92K- 4.16% |
$86.2K - $92.3K
|
44.1K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.95K- 94.6% |
$87.6K - $93.8K
|
111
$5.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.07K- 25.48% |
$93.1K - $99.6K
|
6.05K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.19K- 11.34% |
$98.4K - $105K
|
17.1K
$848K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.21K- 6.81% |
$99.3K - $106K
|
30.2K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.29K- 9.17% |
$103K - $110K
|
22.7K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.44K- 36.04% |
$110K - $118K
|
4.34K
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.45K- 1.71% |
$111K - $118K
|
141K
$7.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.52K- 4.31% |
$113K - $121K
|
55.9K
$2.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.54K- 20.04% |
$114K - $122K
|
10.1K
$502K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.56K- 34.43% |
$115K - $123K
|
4.88K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.57K- 3.82% |
$116K - $124K
|
64.6K
$3.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.82K- 49.88% |
$127K - $136K
|
2.83K
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-3.09K- 2.13% |
$139K - $149K
|
142K
$7.05M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 3.55% |
$141K - $150K
|
84.8K
$4.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.44K- 8.49% |
$155K - $166K
|
37.1K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.63K- 11.91% |
$163K - $175K
|
26.8K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.78K- 63.24% |
$170K - $182K
|
2.2K
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.79K- 3.52% |
$171K - $183K
|
104K
$5.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4K- 32.0% |
$180K - $193K
|
8.5K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.21K- 15.93% |
$190K - $203K
|
22.2K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.37K- 10.01% |
$197K - $210K
|
39.3K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.68K- 59.75% |
$211K - $225K
|
3.15K
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.69K- 45.49% |
$211K - $226K
|
5.62K
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.82K- 6.52% |
$262K - $281K
|
83.5K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.92K- 28.26% |
$267K - $285K
|
15K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.92KClosed |
$267K - $285K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.09K- 24.84% |
$274K - $294K
|
18.4K
$915K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.14K- 42.37% |
$277K - $296K
|
8.36K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.26K- 5.2% |
$282K - $302K
|
114K
$5.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-6.74K- 3.77% |
$303K - $325K
|
172K
$8.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.99K- 6.53% |
$315K - $337K
|
100K
$4.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.25K- 19.35% |
$327K - $349K
|
30.2K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-7.27K- 6.8% |
$327K - $350K
|
99.7K
$4.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.29K- 8.3% |
$328K - $351K
|
80.5K
$4M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-7.77K- 87.41% |
$350K - $375K
|
1.12K
$55.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.95K- 32.34% |
$358K - $383K
|
16.6K
$825K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.52K- 1.26% |
$384K - $410K
|
666K
$33M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.75K- 19.16% |
$394K - $421K
|
36.9K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-9.71K- 57.67% |
$437K - $468K
|
7.13K
$354K
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-10K- 21.45% |
$450K - $482K
|
36.6K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10K- 2.2% |
$452K - $484K
|
447K
$22.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12.4K- 6.28% |
$560K - $599K
|
186K
$9.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13K- 27.56% |
$584K - $625K
|
34.1K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.1K- 6.17% |
$590K - $632K
|
199K
$9.88M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.2K- 3.89% |
$774K - $828K
|
425K
$21.1M
|