Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
131KNew |
$6.09M - $6.56M
|
131K
$6.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
110K+ 288.7% |
$5.1M - $5.49M
|
148K
$6.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
90.6K+ 118.22% |
$4.21M - $4.54M
|
167K
$7.67M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
90.2K+ 39.36% |
$4.2M - $4.52M
|
319K
$14.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
61.9K+ 107.3% |
$2.88M - $3.1M
|
120K
$5.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
35.8K+ 54.51% |
$1.67M - $1.79M
|
101K
$4.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
34K+ 63.68% |
$1.58M - $1.7M
|
87.4K
$4.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
31.3K+ 112.32% |
$1.46M - $1.57M
|
59.2K
$2.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27.8K+ 51.02% |
$1.29M - $1.39M
|
82.2K
$3.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
25.3K+ 21.36% |
$1.18M - $1.27M
|
144K
$6.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 3.18% |
$999K - $1.08M
|
698K
$32M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
20.6K+ 20.57% |
$958K - $1.03M
|
121K
$5.54M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.5KNew |
$906K - $975K
|
19.5K
$893K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
19.4KNew |
$902K - $971K
|
19.4K
$889K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 55.87% |
$767K - $826K
|
46K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16.4K+ 5.29% |
$762K - $820K
|
326K
$15M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14.9K+ 5.23% |
$692K - $745K
|
299K
$13.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
14.8K+ 35.37% |
$689K - $741K
|
56.7K
$2.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
13.8K+ 6.82% |
$644K - $693K
|
217K
$9.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.7K+ 41.92% |
$635K - $684K
|
46.2K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 68.18% |
$625K - $673K
|
33.1K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
12.4K+ 13.97% |
$577K - $621K
|
101K
$4.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
11.9K+ 3.49% |
$552K - $594K
|
352K
$16.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
11.1K+ 5.25% |
$517K - $556K
|
223K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.2KNew |
$475K - $512K
|
10.2K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
10.1K+ 16.5% |
$467K - $503K
|
71K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.72K+ 25.17% |
$452K - $487K
|
48.3K
$2.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.62K+ 64.57% |
$447K - $482K
|
24.5K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.83K+ 8.92% |
$411K - $442K
|
108K
$4.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.29K+ 33.28% |
$385K - $415K
|
33.2K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
8.21K+ 2.55% |
$382K - $411K
|
330K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.7K+ 34.21% |
$358K - $385K
|
30.2K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
7.23K+ 33.42% |
$336K - $362K
|
28.9K
$1.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
7.18KNew |
$334K - $360K
|
7.18K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.83K+ 8.4% |
$318K - $342K
|
88.1K
$4.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.57K+ 6.18% |
$305K - $329K
|
113K
$5.18M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.48K+ 1.98% |
$301K - $325K
|
333K
$15.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.48K+ 4.9% |
$255K - $274K
|
117K
$5.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.31K+ 5.58% |
$247K - $266K
|
101K
$4.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.2KNew |
$242K - $260K
|
5.2K
$238K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
4.32K+ 14.8% |
$201K - $216K
|
33.5K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.3KNew |
$200K - $215K
|
4.3K
$197K
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
3.87K+ 2.08% |
$180K - $194K
|
190K
$8.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.64K+ 5.63% |
$169K - $182K
|
68.4K
$3.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.56K+ 12.66% |
$166K - $178K
|
31.7K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
3.41K+ 62.88% |
$158K - $171K
|
8.83K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
3.35K+ 5.0% |
$156K - $167K
|
70.2K
$3.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
3.12K+ 12.75% |
$145K - $156K
|
27.6K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.04K+ 30.36% |
$142K - $152K
|
13.1K
$599K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.93K+ 9.51% |
$136K - $147K
|
33.7K
$1.55M
|