Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.8K+ 68.02% |
$697K - $755K
|
43.9K
$2.18M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.6K+ 28.14% |
$691K - $748K
|
80.2K
$3.98M
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
16.9KNew |
$661K - $717K
|
16.9K
$838K
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
16.7K+ 41.85% |
$655K - $710K
|
56.6K
$2.81M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.6K+ 80.08% |
$653K - $707K
|
37.4K
$1.86M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.5K+ 33.53% |
$647K - $701K
|
65.7K
$3.26M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.9K+ 34.28% |
$623K - $675K
|
62.3K
$3.09M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.4K+ 47.89% |
$604K - $655K
|
47.6K
$2.36M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.2K+ 1.24% |
$597K - $647K
|
1.24M
$61.7M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 20.02% |
$559K - $606K
|
85.5K
$4.25M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.5K+ 1899.44% |
$529K - $573K
|
14.2K
$705K
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
BUY
|
- |
12.7K+ 31.25% |
$499K - $540K
|
53.4K
$2.65M
|
|
Nov 13, 2023
Q3 2023
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
12.5KNew |
$490K - $531K
|
12.5K
$621K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.4K+ 42.35% |
$487K - $527K
|
41.7K
$2.07M
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
12.2K+ 38.13% |
$477K - $517K
|
44.1K
$2.19M
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.8K+ 10.93% |
$464K - $502K
|
120K
$5.96M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.7K+ 37.7% |
$458K - $496K
|
42.7K
$2.12M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.5K+ 31.56% |
$451K - $488K
|
47.9K
$2.38M
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11.3KNew |
$441K - $478K
|
11.3K
$559K
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
11.3K+ 217.94% |
$441K - $478K
|
16.4K
$815K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.8K+ 62.59% |
$425K - $460K
|
28.2K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.5KNew |
$411K - $445K
|
10.5K
$521K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.2KNew |
$361K - $391K
|
9.2K
$457K
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9KNew |
$353K - $382K
|
9K
$447K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
8.9K+ 15.92% |
$349K - $378K
|
64.8K
$3.22M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
8.8K+ 3.66% |
$345K - $374K
|
249K
$12.4M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.54KNew |
$335K - $362K
|
8.54K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.41K+ 31.5% |
$330K - $357K
|
35.1K
$1.74M
|
|
Oct 24, 2023
Q3 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.34KNew |
$327K - $354K
|
8.34K
$414K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8.25K+ 8.88% |
$323K - $350K
|
101K
$5.02M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.15K+ 2.81% |
$319K - $346K
|
299K
$14.8M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.08K+ 124.68% |
$317K - $343K
|
14.6K
$723K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.92K+ 4.16% |
$310K - $336K
|
198K
$9.84M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
7.88KNew |
$309K - $335K
|
7.88K
$391K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.83K+ 21.32% |
$307K - $332K
|
44.5K
$2.21M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.64K+ 3.73% |
$299K - $324K
|
213K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.53KNew |
$295K - $320K
|
7.53K
$374K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.29K+ 68.99% |
$286K - $310K
|
17.9K
$887K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7K+ 12.82% |
$274K - $297K
|
61.6K
$3.06M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.85KNew |
$269K - $291K
|
6.85K
$340K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.35K+ 90.34% |
$249K - $270K
|
13.4K
$664K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.35KNew |
$249K - $270K
|
6.35K
$315K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.14KNew |
$241K - $261K
|
6.14K
$305K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
6.01KNew |
$236K - $255K
|
6.01K
$298K
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
6.01KNew |
$235K - $255K
|
6.01K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
5.96K+ 2.65% |
$234K - $253K
|
231K
$11.5M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.95KNew |
$233K - $253K
|
5.95K
$296K
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.95K+ 7.09% |
$233K - $253K
|
89.9K
$4.47M
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5.91K+ 4.54% |
$232K - $251K
|
136K
$6.75M
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
5.77KNew |
$226K - $245K
|
5.77K
$287K
|