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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.55K- 9.87% |
$265K - $290K
|
59.8K
$2.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-6.73K- 48.35% |
$272K - $298K
|
7.19K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-7.1K- 16.12% |
$288K - $315K
|
37K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.58K- 16.65% |
$307K - $336K
|
38K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.63K- 8.92% |
$309K - $338K
|
77.9K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.14K- 43.19% |
$330K - $361K
|
10.7K
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.62K- 59.8% |
$349K - $382K
|
5.8K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-8.8K- 3.53% |
$356K - $390K
|
240K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-10.2K- 24.98% |
$411K - $450K
|
30.5K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-10.4K- 44.71% |
$421K - $461K
|
12.9K
$618K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.7K- 79.31% |
$432K - $473K
|
2.78K
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.9K- 18.83% |
$441K - $483K
|
47K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-11.1K- 1.2% |
$450K - $492K
|
917K
$44.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12K- 53.2% |
$485K - $531K
|
10.5K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-12K- 12.22% |
$486K - $532K
|
86.2K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-13.3K- 7.63% |
$538K - $589K
|
161K
$7.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-13.4K- 47.82% |
$542K - $592K
|
14.6K
$701K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-14.2K- 41.89% |
$574K - $628K
|
19.7K
$945K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.4K- 53.09% |
$624K - $683K
|
13.6K
$654K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.3K- 24.85% |
$661K - $724K
|
49.4K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.3K- 3.27% |
$699K - $765K
|
511K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-18.6K- 39.77% |
$754K - $825K
|
28.2K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-19.9K- 23.39% |
$805K - $881K
|
65.2K
$3.13M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-20.6K- 15.4% |
$833K - $912K
|
113K
$5.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20.7K- 15.45% |
$838K - $917K
|
113K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-22.2K- 29.9% |
$898K - $982K
|
52K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-22.3K- 28.62% |
$905K - $990K
|
55.7K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.8K- 21.43% |
$963K - $1.05M
|
87.2K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-24.7K- 11.6% |
$998K - $1.09M
|
188K
$9.03M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.3K- 20.53% |
$1.14M - $1.25M
|
109K
$5.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.8K- 45.82% |
$1.17M - $1.28M
|
34.1K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-32.1K- 34.12% |
$1.3M - $1.42M
|
62K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-33K- 19.91% |
$1.33M - $1.46M
|
133K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-33.6K- 57.44% |
$1.36M - $1.49M
|
24.9K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-35.8K- 69.35% |
$1.45M - $1.58M
|
15.8K
$760K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-36.4K- 3.62% |
$1.48M - $1.61M
|
970K
$46.6M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-37.2K- 5.6% |
$1.51M - $1.65M
|
628K
$30.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-41.2K- 27.28% |
$1.67M - $1.83M
|
110K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-57.1K- 24.69% |
$2.31M - $2.53M
|
174K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-64.3K- 75.06% |
$2.6M - $2.85M
|
21.4K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80.2K- 8.08% |
$3.25M - $3.55M
|
912K
$43.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82.1K- 11.01% |
$3.32M - $3.63M
|
663K
$31.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-82.3K- 6.94% |
$3.33M - $3.65M
|
1.1M
$53M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-87.8K- 44.32% |
$3.56M - $3.89M
|
110K
$5.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-103K- 53.65% |
$4.17M - $4.57M
|
89.1K
$4.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-111K- 31.53% |
$4.49M - $4.91M
|
241K
$11.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-129K- 42.2% |
$5.22M - $5.71M
|
177K
$8.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-144K- 4.98% |
$5.81M - $6.36M
|
2.74M
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-154K- 5.85% |
$6.24M - $6.83M
|
2.48M
$119M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-160K- 89.76% |
$6.49M - $7.1M
|
18.3K
$878K
|