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 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
65+ 1.31% |
$2.93K - $3.42K
|
5.04K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
62+ 0.83% |
$2.79K - $3.26K
|
7.58K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
56+ 1.31% |
$2.52K - $2.94K
|
4.34K
$199K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
54+ 1.8% |
$2.43K - $2.84K
|
3.05K
$140K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
52+ 0.44% |
$2.34K - $2.73K
|
11.8K
$539K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
51+ 15.6% |
$2.3K - $2.68K
|
378
$17.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 0.12% |
$2.25K - $2.63K
|
43.5K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 0.08% |
$2.07K - $2.42K
|
54.4K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
45+ 5.94% |
$2.03K - $2.37K
|
802
$36.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
44+ 0.2% |
$1.98K - $2.31K
|
22.5K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
38+ 0.7% |
$1.71K - $2K
|
5.44K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
38+ 0.42% |
$1.71K - $2K
|
9.17K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
35+ 0.5% |
$1.58K - $1.84K
|
7K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35New |
$1.58K - $1.84K
|
35
$1.61K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 1.08% |
$1.53K - $1.79K
|
3.18K
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
31+ 0.5% |
$1.4K - $1.63K
|
6.25K
$287K
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
30+ 0.63% |
$1.35K - $1.58K
|
4.77K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
29+ 1.45% |
$1.31K - $1.52K
|
2.03K
$92.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
28+ 0.12% |
$1.26K - $1.47K
|
24.3K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
27+ 0.04% |
$1.22K - $1.42K
|
61.4K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26New |
$1.17K - $1.37K
|
26
$1.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 1.3% |
$946 - $1.1K
|
1.64K
$75K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
21+ 5.04% |
$946 - $1.1K
|
438
$20.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
20+ 0.53% |
$901 - $1.05K
|
3.77K
$173K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19+ 0.39% |
$856 - $999
|
4.92K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
16+ 0.35% |
$721 - $841
|
4.61K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
11+ 0.08% |
$496 - $578
|
14.4K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 1.14% |
$496 - $578
|
976
$44.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.21% |
$451 - $526
|
4.73K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Muhlenkamp & CO Inc
|
BUY
|
- |
8+ 0.0% |
$361 - $421
|
177K
$8.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.1% |
$361 - $421
|
8.39K
$385K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8+ 0.6% |
$361 - $421
|
1.34K
$61.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$225 - $263
|
25.9K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$225 - $263
|
5
$229
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4+ 0.09% |
$180 - $210
|
4.69K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4+ 0.03% |
$180 - $210
|
15.2K
$699K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3+ 0.04% |
$135 - $158
|
7.77K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3+ 0.04% |
$135 - $158
|
8.25K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.77% |
$90.1 - $105
|
115
$5.27K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.03% |
$90.1 - $105
|
5.74K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
2New |
$90.1 - $105
|
2
$91.7
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2+ 0.03% |
$90.1 - $105
|
6.77K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.02% |
$90.1 - $105
|
8.35K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16- 0.16% |
$721 - $841
|
9.8K
$449K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-19- 0.56% |
$856 - $999
|
3.35K
$154K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-20- 0.05% |
$901 - $1.05K
|
37.8K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-20- 10.0% |
$901 - $1.05K
|
180
$8.25K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 4.8% |
$992 - $1.16K
|
436
$20K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-28- 0.03% |
$1.26K - $1.47K
|
80.9K
$3.71M
|