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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
22.5KNew |
$1.01M - $1.09M
|
22.5K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
21.9K+ 2.34% |
$984K - $1.05M
|
957K
$47.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.3K+ 365.76% |
$961K - $1.03M
|
27.2K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20.7K+ 23.42% |
$933K - $998K
|
109K
$5.42M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
20KNew |
$901K - $964K
|
20K
$993K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.9K+ 40.94% |
$897K - $959K
|
68.5K
$3.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
18.9K+ 67.45% |
$852K - $912K
|
47K
$2.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
18.2K+ 230.34% |
$820K - $877K
|
26.1K
$1.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 21.94% |
$805K - $862K
|
99.4K
$4.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.1K+ 399.88% |
$772K - $826K
|
21.4K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
17.1K+ 55.78% |
$771K - $825K
|
47.8K
$2.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.9K+ 81.06% |
$759K - $812K
|
37.6K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 2.18% |
$758K - $811K
|
788K
$39.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
16.7KNew |
$750K - $803K
|
16.7K
$827K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16.6K+ 7.8% |
$747K - $799K
|
229K
$11.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
16.1KNew |
$725K - $776K
|
16.1K
$799K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.1K+ 6.98% |
$723K - $773K
|
246K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
14.8K+ 17.06% |
$669K - $715K
|
102K
$5.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14.7K+ 16.38% |
$662K - $708K
|
104K
$5.18M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 14.08% |
$658K - $704K
|
118K
$5.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
14.6KNew |
$657K - $703K
|
14.6K
$724K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
14.4K+ 99.31% |
$647K - $692K
|
28.8K
$1.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
14.2K+ 28.48% |
$641K - $686K
|
64.2K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.2KNew |
$640K - $684K
|
14.2K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
14.2K+ 7.53% |
$639K - $684K
|
203K
$10.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 7.92% |
$627K - $671K
|
190K
$9.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.6K+ 6.2% |
$614K - $657K
|
233K
$11.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.1K+ 129.98% |
$591K - $633K
|
23.2K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.5KNew |
$565K - $604K
|
12.5K
$622K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 78.27% |
$552K - $591K
|
27.9K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 41.86% |
$549K - $588K
|
41.3K
$2.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 3.28% |
$519K - $556K
|
363K
$18M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.3K+ 2.27% |
$508K - $544K
|
509K
$25.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11.1KNew |
$502K - $537K
|
11.1K
$553K
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
11K+ 5.21% |
$494K - $528K
|
221K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
10.8K+ 4.32% |
$487K - $521K
|
261K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 11.18% |
$480K - $514K
|
106K
$5.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5K+ 23.31% |
$471K - $504K
|
55.3K
$2.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 28.96% |
$471K - $504K
|
46.5K
$2.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
10KNew |
$451K - $483K
|
10K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
9.31K+ 19.15% |
$419K - $449K
|
57.9K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.29K+ 60.43% |
$418K - $448K
|
24.7K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.24K+ 181.72% |
$416K - $445K
|
14.3K
$711K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8.89K+ 22.59% |
$400K - $428K
|
48.2K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.75K+ 13.25% |
$394K - $422K
|
74.8K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.6K+ 87.7% |
$387K - $414K
|
18.4K
$913K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.5K+ 25.35% |
$383K - $410K
|
42K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
8.41K+ 6.17% |
$379K - $405K
|
145K
$7.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.84K+ 7.66% |
$353K - $378K
|
110K
$5.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.56K+ 151.14% |
$340K - $364K
|
12.6K
$623K
|