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
|
Wp Advisors, LLC
|
BUY
|
- |
4.23KNew |
$190K - $204K
|
4.23K
$210K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.19K+ 18.2% |
$189K - $202K
|
27.2K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.12K+ 2.29% |
$185K - $198K
|
184K
$9.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.03K+ 5.56% |
$181K - $194K
|
76.5K
$3.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.96K+ 34.56% |
$178K - $191K
|
15.4K
$764K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.86K+ 22.44% |
$174K - $186K
|
21.1K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.83K+ 42.99% |
$173K - $185K
|
12.7K
$633K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.75K+ 33.64% |
$169K - $181K
|
14.9K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.73K+ 4.39% |
$168K - $180K
|
88.6K
$4.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.5K+ 9.01% |
$158K - $169K
|
42.4K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.5K+ 160.33% |
$158K - $169K
|
5.68K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.13K+ 11.29% |
$141K - $151K
|
30.8K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.09K+ 2.42% |
$139K - $149K
|
131K
$6.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.08K+ 9.11% |
$139K - $148K
|
36.9K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3.04K+ 4.18% |
$137K - $146K
|
75.8K
$3.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
2.98K+ 0.94% |
$134K - $144K
|
321K
$15.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.96KNew |
$133K - $142K
|
2.96K
$147K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.96K+ 28.84% |
$133K - $142K
|
13.2K
$655K
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.89K+ 36.21% |
$130K - $139K
|
10.9K
$540K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.87K+ 1.8% |
$129K - $138K
|
163K
$8.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.84K+ 9.52% |
$128K - $137K
|
32.6K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.81K+ 21.41% |
$127K - $136K
|
16K
$792K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.72K+ 46.95% |
$123K - $131K
|
8.53K
$423K
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
2.71K+ 3.15% |
$122K - $131K
|
88.8K
$4.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.67K+ 22.2% |
$120K - $129K
|
14.7K
$730K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
2.67K+ 55.78% |
$120K - $129K
|
7.47K
$370K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.66K+ 6.97% |
$120K - $128K
|
40.8K
$2.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.59K+ 26.72% |
$117K - $125K
|
12.3K
$611K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
2.5K+ 8.02% |
$113K - $120K
|
33.7K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.48K+ 3.94% |
$111K - $119K
|
65.4K
$3.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.44K+ 13.35% |
$110K - $118K
|
20.7K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.39K+ 4.5% |
$108K - $115K
|
55.5K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.34K+ 3.89% |
$105K - $113K
|
62.3K
$3.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.3K+ 17.44% |
$104K - $111K
|
15.5K
$770K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.26K+ 31.68% |
$102K - $109K
|
9.4K
$466K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 3.9% |
$98.8K - $106K
|
58.4K
$2.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.15K+ 21.23% |
$96.9K - $104K
|
12.3K
$610K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.13K+ 12.28% |
$95.7K - $102K
|
19.4K
$965K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.08K+ 14.55% |
$93.8K - $100K
|
16.4K
$813K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.05K+ 29.13% |
$92.3K - $98.8K
|
9.09K
$451K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2KNew |
$90.1K - $96.4K
|
2K
$99.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.97K+ 4.17% |
$88.9K - $95.1K
|
49.3K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.92K+ 42.66% |
$86.6K - $92.7K
|
6.43K
$319K
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.9K+ 2.37% |
$85.6K - $91.6K
|
82K
$4.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.87K+ 3.09% |
$84.1K - $90K
|
62.3K
$3.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.8K+ 32.4% |
$81.1K - $86.7K
|
7.36K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.69K+ 13.33% |
$75.9K - $81.2K
|
14.3K
$711K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
1.61K+ 2.84% |
$72.5K - $77.6K
|
58.4K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.58K+ 27.44% |
$71.2K - $76.2K
|
7.35K
$365K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.54KNew |
$69.5K - $74.4K
|
1.54K
$76.6K
|