Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.21MNew |
$49M - $53.6M
|
1.21M
$58.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 11.23% |
$42.3M - $46.2M
|
10.3M
$497M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
987K+ 3469.72% |
$40M - $43.7M
|
1.02M
$48.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
619K+ 14.31% |
$25.1M - $27.4M
|
4.95M
$238M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
303KNew |
$12.3M - $13.4M
|
303K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
266K+ 443.34% |
$10.8M - $11.8M
|
326K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
241K+ 156.34% |
$9.76M - $10.7M
|
395K
$19M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
224KNew |
$9.06M - $9.91M
|
224K
$10.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
213K+ 210.52% |
$8.62M - $9.44M
|
314K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
198KNew |
$8.02M - $8.78M
|
198K
$9.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189K+ 29.65% |
$7.66M - $8.38M
|
827K
$39.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
148K+ 576.04% |
$5.98M - $6.54M
|
173K
$8.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
136K+ 8.69% |
$5.5M - $6.02M
|
1.7M
$81.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
131KNew |
$5.3M - $5.8M
|
131K
$6.29M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
108KNew |
$4.37M - $4.78M
|
108K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
105K+ 91.93% |
$4.26M - $4.66M
|
220K
$10.6M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
99.8KNew |
$4.04M - $4.42M
|
99.8K
$4.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
89.9K+ 19.28% |
$3.64M - $3.98M
|
556K
$26.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
89.2K+ 841.18% |
$3.61M - $3.95M
|
99.8K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.7K+ 6.6% |
$3.55M - $3.89M
|
1.42M
$68M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
85.7KNew |
$3.47M - $3.79M
|
85.7K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85K+ 399.17% |
$3.44M - $3.77M
|
106K
$5.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
81.1K+ 20.64% |
$3.28M - $3.59M
|
474K
$22.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.1K+ 5.07% |
$2.55M - $2.79M
|
1.31M
$62.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
59.3K+ 44.62% |
$2.4M - $2.63M
|
192K
$9.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50.4KNew |
$2.04M - $2.23M
|
50.4K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
47.4KNew |
$1.92M - $2.1M
|
47.4K
$2.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
46.4K+ 5.25% |
$1.88M - $2.06M
|
932K
$44.8M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
39.2KNew |
$1.59M - $1.74M
|
39.2K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
37.6KNew |
$1.52M - $1.67M
|
37.6K
$1.81M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
37KNew |
$1.5M - $1.64M
|
37K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
36.5KNew |
$1.48M - $1.62M
|
36.5K
$1.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
36.3K+ 158.3% |
$1.47M - $1.61M
|
59.3K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.1K+ 52.12% |
$1.46M - $1.6M
|
105K
$5.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35.3K+ 53.44% |
$1.43M - $1.56M
|
101K
$4.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
34.8K+ 17.52% |
$1.41M - $1.54M
|
233K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.5KNew |
$1.36M - $1.48M
|
33.5K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
31.5K+ 2.87% |
$1.27M - $1.39M
|
1.13M
$54.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.7K+ 182.07% |
$1.24M - $1.36M
|
47.6K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
29.4KNew |
$1.19M - $1.3M
|
29.4K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.3K+ 19.41% |
$1.19M - $1.3M
|
181K
$8.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.3K+ 10.37% |
$1.19M - $1.3M
|
312K
$15M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
28.1KNew |
$1.14M - $1.25M
|
28.1K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 44.41% |
$1.12M - $1.23M
|
89.9K
$4.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
26.8KNew |
$1.08M - $1.19M
|
26.8K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.7KNew |
$1.08M - $1.18M
|
26.7K
$1.28M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26.5K+ 220.83% |
$1.07M - $1.17M
|
38.5K
$1.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.06M - $1.16M
|
26.2K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
26.2KNew |
$1.06M - $1.16M
|
26.2K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
26K+ 10.2% |
$1.05M - $1.15M
|
281K
$13.5M
|