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 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
420+ 9.18% |
$18.9K - $20.2K
|
4.99K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
406+ 0.74% |
$18.3K - $19.6K
|
54.9K
$2.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400+ 32.08% |
$18K - $19.3K
|
1.65K
$81.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
400+ 40.0% |
$18K - $19.3K
|
1.4K
$69.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
398+ 70.07% |
$17.9K - $19.2K
|
966
$47.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
396+ 0.68% |
$17.8K - $19.1K
|
58.5K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
378+ 1.39% |
$17K - $18.2K
|
27.6K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
351+ 14.08% |
$15.8K - $16.9K
|
2.84K
$141K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
348+ 21.75% |
$15.7K - $16.8K
|
1.95K
$96.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
337+ 3.59% |
$15.2K - $16.2K
|
9.73K
$483K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
334+ 1.9% |
$15K - $16.1K
|
17.9K
$889K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
307+ 6.61% |
$13.8K - $14.8K
|
4.95K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
289+ 6.85% |
$13K - $13.9K
|
4.51K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
288+ 0.33% |
$13K - $13.9K
|
88.2K
$4.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
270+ 5.62% |
$12.2K - $13K
|
5.07K
$252K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
268+ 1.89% |
$12.1K - $12.9K
|
14.5K
$718K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
258+ 1.43% |
$11.6K - $12.4K
|
18.3K
$910K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
258+ 1.98% |
$11.6K - $12.4K
|
13.3K
$659K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
254+ 0.63% |
$11.4K - $12.2K
|
40.6K
$2.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
250+ 4.61% |
$11.3K - $12K
|
5.68K
$282K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
215+ 2.22% |
$9.68K - $10.4K
|
9.89K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
211+ 4.81% |
$9.5K - $10.2K
|
4.6K
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
208+ 0.72% |
$9.37K - $10K
|
29.3K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
205+ 1.81% |
$9.23K - $9.88K
|
11.5K
$573K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$9.01K - $9.64K
|
200
$9.93K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
198+ 3.77% |
$8.92K - $9.54K
|
5.45K
$270K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
197+ 0.09% |
$8.87K - $9.49K
|
231K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
196+ 48.64% |
$8.83K - $9.45K
|
599
$29.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
196+ 1.9% |
$8.83K - $9.45K
|
10.5K
$523K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
195+ 4.35% |
$8.78K - $9.4K
|
4.68K
$232K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
185+ 56.75% |
$8.33K - $8.92K
|
511
$25.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
178+ 0.88% |
$8.02K - $8.58K
|
20.5K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
175+ 2.02% |
$7.88K - $8.43K
|
8.84K
$439K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
161+ 0.65% |
$7.25K - $7.76K
|
25K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
160+ 1.47% |
$7.2K - $7.71K
|
11.1K
$549K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
153+ 0.22% |
$6.89K - $7.37K
|
69.4K
$3.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
148+ 0.56% |
$6.66K - $7.13K
|
26.8K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
147+ 2.42% |
$6.62K - $7.08K
|
6.21K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
146+ 9.52% |
$6.57K - $7.04K
|
1.68K
$83.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
137+ 0.43% |
$6.17K - $6.6K
|
32.3K
$1.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
127+ 0.72% |
$5.72K - $6.12K
|
17.7K
$877K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
124+ 1.47% |
$5.58K - $5.98K
|
8.54K
$424K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
114+ 0.44% |
$5.13K - $5.49K
|
25.9K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
110+ 0.89% |
$4.95K - $5.3K
|
12.5K
$621K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
105+ 210.0% |
$4.73K - $5.06K
|
155
$7.69K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
101+ 0.51% |
$4.55K - $4.87K
|
19.9K
$987K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
99New |
$4.46K - $4.77K
|
99
$4.91K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
89+ 1.56% |
$4.01K - $4.29K
|
5.8K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
84New |
$3.78K - $4.05K
|
84
$4.17K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.65% |
$3.65K - $3.9K
|
4.98K
$247K
|