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 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-400- 70.42% |
$18K - $19.3K
|
168
$8.34K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-400- 7.33% |
$18K - $19.3K
|
5.06K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-420- 1.04% |
$18.9K - $20.2K
|
39.9K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-421- 6.16% |
$19K - $20.3K
|
6.41K
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-438- 2.74% |
$19.7K - $21.1K
|
15.6K
$772K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-438- 2.52% |
$19.7K - $21.1K
|
17K
$841K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-453- 8.89% |
$20.4K - $21.8K
|
4.64K
$230K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-502- 1.71% |
$22.6K - $24.2K
|
28.9K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-504- 4.5% |
$22.7K - $24.3K
|
10.7K
$531K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-514- 2.48% |
$23.1K - $24.8K
|
20.2K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-545- 4.78% |
$24.5K - $26.3K
|
10.9K
$539K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-550- 1.95% |
$24.8K - $26.5K
|
27.7K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-559- 1.35% |
$25.2K - $26.9K
|
40.7K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-567- 1.27% |
$25.5K - $27.3K
|
44.1K
$2.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-583- 1.59% |
$26.3K - $28.1K
|
36.1K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-620- 4.0% |
$27.9K - $29.9K
|
14.9K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-636- 2.89% |
$28.6K - $30.6K
|
21.4K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-660- 1.93% |
$29.7K - $31.8K
|
33.5K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-670- 2.81% |
$30.2K - $32.3K
|
23.2K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-690- 1.19% |
$31.1K - $33.3K
|
57.3K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-710- 80.87% |
$32K - $34.2K
|
168
$8.34K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-723- 17.6% |
$32.6K - $34.8K
|
3.38K
$168K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-738- 15.47% |
$33.2K - $35.6K
|
4.03K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-750- 10.95% |
$33.8K - $36.1K
|
6.1K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-770- 1.68% |
$34.7K - $37.1K
|
44.9K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-778- 4.11% |
$35K - $37.5K
|
18.1K
$900K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-780- 15.24% |
$35.1K - $37.6K
|
4.34K
$215K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-794- 37.1% |
$35.8K - $38.3K
|
1.35K
$66.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-814- 20.78% |
$36.7K - $39.2K
|
3.1K
$154K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-818- 3.83% |
$36.8K - $39.4K
|
20.5K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-862- 1.15% |
$38.8K - $41.5K
|
74.1K
$3.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-898- 38.76% |
$40.4K - $43.3K
|
1.42K
$70.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-899- 4.95% |
$40.5K - $43.3K
|
17.3K
$857K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-900- 3.22% |
$40.5K - $43.4K
|
27K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-939- 1.56% |
$42.3K - $45.3K
|
59.4K
$2.95M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-966- 7.32% |
$43.5K - $46.6K
|
12.2K
$607K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-979- 53.03% |
$44.1K - $47.2K
|
867
$43K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.04K- 1.1% |
$46.8K - $50.1K
|
93.9K
$4.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.1K- 4.5% |
$49.5K - $53K
|
23.3K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.12K- 7.52% |
$50.6K - $54.2K
|
13.8K
$686K
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.14K- 13.73% |
$51.3K - $54.9K
|
7.17K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.2K- 13.72% |
$53.9K - $57.7K
|
7.54K
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.26K- 0.78% |
$56.8K - $60.8K
|
160K
$7.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.3K- 5.3% |
$58.4K - $62.5K
|
23.1K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 29.21% |
$58.4K - $62.6K
|
3.15K
$156K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.38K- 20.1% |
$62.1K - $66.5K
|
5.49K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.54K- 0.98% |
$69.5K - $74.4K
|
157K
$7.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.61K- 2.56% |
$72.5K - $77.6K
|
61.4K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 6.82% |
$73.7K - $78.9K
|
22.4K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.71K- 3.98% |
$77.1K - $82.5K
|
41.3K
$2.05M
|