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 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7.45K+ 11.9% |
$302K - $330K
|
70.1K
$3.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.39KNew |
$299K - $327K
|
7.39K
$355K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.24K+ 19.6% |
$293K - $321K
|
44.2K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.2K+ 17.25% |
$292K - $319K
|
48.9K
$2.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.97K+ 130.46% |
$282K - $309K
|
12.3K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.96K+ 11.16% |
$282K - $308K
|
69.3K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.55K+ 23.51% |
$265K - $290K
|
34.4K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.45K+ 12.57% |
$261K - $286K
|
57.7K
$2.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
6.33KNew |
$256K - $280K
|
6.33K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.27KNew |
$254K - $278K
|
6.27K
$301K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.19KNew |
$250K - $274K
|
6.19K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.13K+ 3405.0% |
$248K - $272K
|
6.31K
$303K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.06KNew |
$245K - $269K
|
6.06K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.97K+ 12.45% |
$242K - $264K
|
53.9K
$2.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.95KNew |
$241K - $264K
|
5.95K
$286K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.87KNew |
$238K - $260K
|
5.87K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.87K+ 0.63% |
$237K - $260K
|
936K
$45M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.7K+ 59.63% |
$231K - $252K
|
15.3K
$733K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.69KNew |
$230K - $252K
|
5.69K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.57K+ 12.52% |
$226K - $247K
|
50.1K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.56KNew |
$225K - $246K
|
5.56K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.35KNew |
$217K - $237K
|
5.35K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.29KNew |
$214K - $234K
|
5.29K
$254K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.22KNew |
$211K - $231K
|
5.22K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.14KNew |
$208K - $228K
|
5.14K
$247K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.14KNew |
$208K - $228K
|
5.14K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.02KNew |
$203K - $223K
|
5.02K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5KNew |
$202K - $222K
|
5K
$240K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
4.92KNew |
$199K - $218K
|
4.92K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.89K+ 52.13% |
$198K - $216K
|
14.3K
$685K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.8KNew |
$194K - $213K
|
4.8K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.75KNew |
$192K - $210K
|
4.75K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.72KNew |
$191K - $209K
|
4.72K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.63K+ 3.01% |
$188K - $205K
|
159K
$7.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
4.55K+ 40.45% |
$184K - $202K
|
15.8K
$759K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.38K+ 99.21% |
$177K - $194K
|
8.8K
$423K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.37KNew |
$177K - $194K
|
4.37K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.28K+ 4.65% |
$173K - $190K
|
96.3K
$4.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
4.21K+ 10.51% |
$170K - $186K
|
44.2K
$2.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.05K+ 90.0% |
$164K - $179K
|
8.55K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.71KNew |
$150K - $164K
|
3.71K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.69K+ 53.84% |
$149K - $163K
|
10.5K
$506K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
3.68K+ 14.62% |
$149K - $163K
|
28.8K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.65K+ 0.65% |
$148K - $162K
|
569K
$27.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.58K+ 8.32% |
$145K - $159K
|
46.6K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 1.23% |
$145K - $158K
|
294K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.48K+ 2.71% |
$141K - $154K
|
132K
$6.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.46K+ 39.64% |
$140K - $153K
|
12.2K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.38K+ 8.0% |
$137K - $150K
|
45.6K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.28K+ 3.52% |
$133K - $145K
|
96.5K
$4.63M
|