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 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.93K+ 9.51% |
$136K - $147K
|
33.7K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.71K+ 9.0% |
$126K - $136K
|
32.8K
$1.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.3K+ 6.42% |
$107K - $115K
|
38K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.18K+ 7.39% |
$101K - $109K
|
31.6K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.02K+ 12.96% |
$94K - $101K
|
17.6K
$808K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.93K+ 26.19% |
$89.6K - $96.5K
|
9.29K
$426K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.89K+ 12.18% |
$87.9K - $94.6K
|
17.4K
$798K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 32.07% |
$86.4K - $93K
|
7.65K
$351K
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.64K+ 1.65% |
$76.1K - $81.9K
|
101K
$4.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.53K+ 4.98% |
$71.1K - $76.5K
|
32.2K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.32K+ 2.99% |
$61.4K - $66.1K
|
45.6K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.31K+ 21.07% |
$61K - $65.6K
|
7.53K
$345K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.29K+ 21.53% |
$60K - $64.6K
|
7.29K
$334K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1.28KNew |
$59.3K - $63.8K
|
1.28K
$58.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.25K+ 2.65% |
$58.3K - $62.8K
|
48.6K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
1.21K+ 11.53% |
$56.3K - $60.6K
|
11.7K
$537K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.09K+ 6.02% |
$50.6K - $54.5K
|
19.2K
$879K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.03K+ 22.43% |
$48K - $51.7K
|
5.64K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1K+ 8.06% |
$46.5K - $50.1K
|
13.4K
$615K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1KNew |
$46.5K - $50.1K
|
1K
$45.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1K+ 12.88% |
$46.5K - $50.1K
|
8.77K
$402K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
998+ 3.07% |
$46.4K - $50K
|
33.5K
$1.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
995+ 1.21% |
$46.3K - $49.8K
|
83.6K
$3.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
916+ 2.25% |
$42.6K - $45.9K
|
41.6K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
893+ 7.32% |
$41.5K - $44.7K
|
13.1K
$600K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
819+ 8.7% |
$38.1K - $41K
|
10.2K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
797+ 86.72% |
$37.1K - $39.9K
|
1.72K
$78.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
787+ 26.72% |
$36.6K - $39.4K
|
3.73K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
775+ 2.0% |
$36K - $38.8K
|
39.6K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
741+ 2.02% |
$34.5K - $37.1K
|
37.4K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
663+ 2.66% |
$30.8K - $33.2K
|
25.6K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
640+ 0.7% |
$29.8K - $32K
|
91.5K
$4.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
580+ 1.77% |
$27K - $29K
|
33.4K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
563+ 4.11% |
$26.2K - $28.2K
|
14.3K
$654K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
545+ 136.25% |
$25.3K - $27.3K
|
945
$43.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
500+ 8.06% |
$23.3K - $25K
|
6.7K
$307K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
462+ 1.55% |
$21.5K - $23.1K
|
30.2K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
455+ 1.88% |
$21.2K - $22.8K
|
24.7K
$1.13M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
445+ 213.94% |
$20.7K - $22.3K
|
653
$29.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
400New |
$18.6K - $20K
|
400
$18.3K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
392+ 1.21% |
$18.2K - $19.6K
|
32.8K
$1.5M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
368+ 1.14% |
$17.1K - $18.4K
|
32.8K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
332+ 0.1% |
$15.4K - $16.6K
|
335K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
324+ 1.71% |
$15.1K - $16.2K
|
19.2K
$881K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
306New |
$14.2K - $15.3K
|
306
$14K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
300+ 3.77% |
$14K - $15K
|
8.25K
$378K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
238New |
$11.1K - $11.9K
|
238
$10.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
221+ 2.68% |
$10.3K - $11.1K
|
8.47K
$388K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
216+ 37.11% |
$10K - $10.8K
|
798
$36.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
195+ 2.82% |
$9.07K - $9.76K
|
7.11K
$326K
|