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 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
175+ 0.09% |
$8.14K - $8.76K
|
201K
$9.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
164+ 1.94% |
$7.63K - $8.21K
|
8.6K
$394K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
141New |
$6.56K - $7.06K
|
141
$6.47K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
139+ 2.31% |
$6.46K - $6.96K
|
6.15K
$282K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
134+ 2.03% |
$6.23K - $6.71K
|
6.74K
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
99+ 1.65% |
$4.6K - $4.96K
|
6.09K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
90+ 1.1% |
$4.19K - $4.51K
|
8.28K
$380K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
67+ 28.76% |
$3.12K - $3.35K
|
300
$13.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
64+ 0.05% |
$2.98K - $3.2K
|
128K
$5.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
58+ 1.34% |
$2.7K - $2.9K
|
4.39K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.42K - $2.6K
|
52
$2.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
46+ 0.76% |
$2.14K - $2.3K
|
6.1K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
43+ 0.68% |
$2K - $2.15K
|
6.4K
$293K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 0.37% |
$1.91K - $2.05K
|
11.2K
$513K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 0.74% |
$1.86K - $2K
|
5.48K
$251K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
34+ 0.51% |
$1.58K - $1.7K
|
6.75K
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 1.48% |
$1.4K - $1.5K
|
2.06K
$94.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
25+ 0.28% |
$1.16K - $1.25K
|
8.92K
$409K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
15+ 0.22% |
$698 - $751
|
6.83K
$313K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 2.06% |
$419 - $451
|
445
$20.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.16% |
$419 - $451
|
5.75K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3+ 1.53% |
$140 - $150
|
199
$9.13K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
2+ 0.04% |
$93 - $100
|
5.2K
$239K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.74% |
$93 - $100
|
117
$5.37K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$46.5 - $50.1
|
14.4K
$660K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.03% |
$279 - $300
|
20.7K
$950K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 50.0% |
$605 - $651
|
13
$596
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.71% |
$1.81K - $1.95K
|
5.49K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-48- 0.41% |
$2.23K - $2.4K
|
11.7K
$537K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71- 1.06% |
$3.3K - $3.55K
|
6.63K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-72- 0.22% |
$3.35K - $3.61K
|
32.4K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-94- 0.92% |
$4.37K - $4.71K
|
10.1K
$462K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-107- 2.04% |
$4.98K - $5.36K
|
5.13K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-134- 2.29% |
$6.23K - $6.71K
|
5.71K
$262K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-153- 15.49% |
$7.12K - $7.66K
|
835
$38.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-156- 1.08% |
$7.26K - $7.81K
|
14.3K
$654K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-211- 0.2% |
$9.81K - $10.6K
|
103K
$4.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-226- 0.47% |
$10.5K - $11.3K
|
47.5K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-346- 4.75% |
$16.1K - $17.3K
|
6.94K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-380- 4.14% |
$17.7K - $19K
|
8.8K
$403K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-404- 2.96% |
$18.8K - $20.2K
|
13.3K
$608K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-420- 1.49% |
$19.5K - $21K
|
27.8K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-423- 8.68% |
$19.7K - $21.2K
|
4.45K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-586- 34.45% |
$27.3K - $29.3K
|
1.12K
$51.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-600- 2.3% |
$27.9K - $30K
|
25.5K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-632- 0.58% |
$29.4K - $31.6K
|
108K
$4.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-730- 7.72% |
$34K - $36.6K
|
8.73K
$400K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-775- 13.7% |
$36K - $38.8K
|
4.88K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-866- 21.73% |
$40.3K - $43.4K
|
3.12K
$143K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-903- 1.07% |
$42K - $45.2K
|
83.9K
$3.85M
|