Purchases and Sales Made in Q2 2025 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 2025. 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 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.19K- 7.81% |
$324K - $378K
|
84.9K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.46K- 8.99% |
$336K - $392K
|
75.5K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.7K- 23.4% |
$347K - $405K
|
25.2K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-8.01K- 38.98% |
$361K - $421K
|
12.5K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-8.55K- 9.4% |
$385K - $449K
|
82.4K
$3.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.86K- 0.39% |
$399K - $466K
|
2.26M
$104M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.23K- 7.1% |
$416K - $485K
|
121K
$5.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-10.1K- 52.19% |
$453K - $529K
|
9.21K
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.1K- 3.46% |
$454K - $530K
|
281K
$12.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-10.3K- 5.23% |
$463K - $540K
|
186K
$8.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-10.4K- 4.76% |
$468K - $546K
|
208K
$9.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.6K- 22.95% |
$521K - $608K
|
38.8K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-13.1K- 17.81% |
$591K - $689K
|
60.5K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-14.4K- 72.77% |
$648K - $756K
|
5.38K
$247K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-15.3K- 49.61% |
$688K - $803K
|
15.5K
$711K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-16.1K- 34.76% |
$728K - $849K
|
30.3K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-20K- 51.17% |
$901K - $1.05M
|
19.1K
$875K
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-22.4K- 25.67% |
$1.01M - $1.18M
|
64.7K
$2.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-23.2K- 62.4% |
$1.05M - $1.22M
|
14K
$642K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-24.5K- 98.45% |
$1.1M - $1.29M
|
385
$17.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-26.3K- 42.41% |
$1.19M - $1.38M
|
35.7K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26.4K- 30.19% |
$1.19M - $1.39M
|
61K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-26.6K- 6.53% |
$1.2M - $1.4M
|
381K
$17.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.9K- 4.1% |
$1.3M - $1.52M
|
676K
$31M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33.2K- 83.19% |
$1.49M - $1.74M
|
6.7K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-33.3K- 11.6% |
$1.5M - $1.75M
|
253K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-36.5K- 12.23% |
$1.64M - $1.92M
|
262K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-36.9K- 27.05% |
$1.66M - $1.94M
|
99.4K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-38.9K- 60.9% |
$1.76M - $2.05M
|
25K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-39.1K- 90.13% |
$1.76M - $2.06M
|
4.29K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.9K- 26.8% |
$1.84M - $2.15M
|
112K
$5.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.7K- 72.69% |
$1.97M - $2.3M
|
16.4K
$753K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48.8K- 10.52% |
$2.2M - $2.57M
|
415K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-57.1K- 39.53% |
$2.57M - $3M
|
87.3K
$4.01M
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-65.8K- 76.6% |
$2.96M - $3.46M
|
20.1K
$922K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69K- 10.21% |
$3.11M - $3.62M
|
606K
$27.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-74.3K- 8.43% |
$3.35M - $3.91M
|
807K
$37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-91.6K- 31.1% |
$4.13M - $4.82M
|
203K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-92.9K- 8.37% |
$4.19M - $4.88M
|
1.02M
$46.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-108K- 65.67% |
$4.87M - $5.69M
|
56.6K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-119K- 3.49% |
$5.34M - $6.23M
|
3.28M
$150M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-172K- 38.54% |
$7.76M - $9.05M
|
275K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-173K- 5.33% |
$7.78M - $9.07M
|
3.07M
$141M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-226K- 91.62% |
$10.2M - $11.9M
|
20.7K
$950K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-243K- 51.5% |
$10.9M - $12.8M
|
229K
$10.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-312K- 2.05% |
$14.1M - $16.4M
|
14.9M
$683M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-805K- 77.44% |
$36.3M - $42.3M
|
235K
$10.8M
|