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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
104+ 0.63% |
$4.68K - $5.01K
|
16.5K
$803K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
101+ 0.51% |
$4.55K - $4.87K
|
19.9K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
99New |
$4.46K - $4.77K
|
99
$4.82K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
89+ 1.56% |
$4.01K - $4.29K
|
5.8K
$283K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
84New |
$3.78K - $4.05K
|
84
$4.09K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.65% |
$3.65K - $3.9K
|
4.98K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
80+ 1.45% |
$3.6K - $3.86K
|
5.59K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
78+ 0.41% |
$3.51K - $3.76K
|
19K
$924K
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
70+ 0.38% |
$3.15K - $3.37K
|
18.6K
$905K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
67+ 1.85% |
$3.02K - $3.23K
|
3.68K
$179K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
65+ 0.73% |
$2.93K - $3.13K
|
8.93K
$435K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
63+ 0.42% |
$2.84K - $3.04K
|
15.1K
$737K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
55+ 0.92% |
$2.48K - $2.65K
|
6.06K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
54+ 0.7% |
$2.43K - $2.6K
|
7.77K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
53+ 0.43% |
$2.39K - $2.55K
|
12.3K
$601K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 1.55% |
$2.34K - $2.51K
|
3.41K
$166K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
50+ 1.04% |
$2.25K - $2.41K
|
4.86K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
50+ 0.9% |
$2.25K - $2.41K
|
5.61K
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50+ 1.76% |
$2.25K - $2.41K
|
2.9K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
49+ 0.43% |
$2.21K - $2.36K
|
11.5K
$560K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46+ 0.11% |
$2.07K - $2.22K
|
43.3K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
43+ 1.02% |
$1.94K - $2.07K
|
4.27K
$208K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
39+ 1.82% |
$1.76K - $1.88K
|
2.18K
$106K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
39+ 3.13% |
$1.76K - $1.88K
|
1.29K
$62.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
28+ 0.61% |
$1.26K - $1.35K
|
4.66K
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 1.99% |
$1.22K - $1.3K
|
1.38K
$67.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
25+ 0.52% |
$1.13K - $1.2K
|
4.88K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.34% |
$991 - $1.06K
|
6.56K
$320K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22+ 2.04% |
$991 - $1.06K
|
1.1K
$53.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
21+ 0.31% |
$946 - $1.01K
|
6.7K
$326K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20+ 0.28% |
$901 - $964
|
7.25K
$353K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17+ 0.92% |
$766 - $819
|
1.86K
$90.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$766 - $819
|
4.84K
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15New |
$675 - $723
|
15
$731
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.18% |
$405 - $434
|
5.06K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9+ 0.14% |
$405 - $434
|
6.29K
$306K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
8+ 0.05% |
$360 - $386
|
14.9K
$723K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
8+ 0.05% |
$360 - $386
|
16.5K
$805K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 2.15% |
$315 - $337
|
333
$16.2K
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
7+ 0.06% |
$315 - $337
|
11.7K
$571K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7+ 0.07% |
$315 - $337
|
10.2K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6+ 2.35% |
$270 - $289
|
261
$12.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.12% |
$270 - $289
|
4.92K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4+ 0.04% |
$180 - $193
|
10.5K
$514K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 2.38% |
$180 - $193
|
172
$8.38K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3+ 1.66% |
$135 - $145
|
184
$8.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$135 - $145
|
8.95K
$436K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.92% |
$90.1 - $96.4
|
106
$5.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$90.1 - $96.4
|
2
$97.4
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$90.1 - $96.4
|
1.95K
$95.1K
|