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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.23K+ 1.68% |
$131K - $143K
|
196K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.18K+ 4.74% |
$129K - $141K
|
70.4K
$3.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.08K+ 1.54% |
$125K - $136K
|
203K
$9.75M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.04K+ 59.36% |
$123K - $135K
|
8.17K
$392K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.87K+ 5.32% |
$116K - $127K
|
56.8K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.84K+ 41.2% |
$115K - $126K
|
9.74K
$468K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.83K+ 11.08% |
$115K - $125K
|
28.4K
$1.36M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.76K+ 5.12% |
$112K - $122K
|
56.7K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.75K+ 3.68% |
$111K - $122K
|
77.5K
$3.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.67K+ 44.42% |
$108K - $118K
|
8.67K
$416K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.57KNew |
$104K - $114K
|
2.57K
$123K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.56K+ 7.29% |
$104K - $113K
|
37.7K
$1.81M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.55K+ 22.81% |
$103K - $113K
|
13.7K
$660K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.44KNew |
$99K - $108K
|
2.44K
$117K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.4K+ 2.49% |
$97.2K - $106K
|
98.8K
$4.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
2.4K+ 25.67% |
$97.2K - $106K
|
11.8K
$564K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.36K+ 3.0% |
$95.5K - $105K
|
80.9K
$3.88M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.34K+ 18030.77% |
$94.9K - $104K
|
2.36K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.33K+ 10.47% |
$94.3K - $103K
|
24.6K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.28K+ 9.41% |
$92.3K - $101K
|
26.5K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.24K+ 1320.0% |
$90.9K - $99.4K
|
2.41K
$116K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.2K+ 2.58% |
$89K - $97.3K
|
87.5K
$4.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.12K+ 17.89% |
$85.9K - $94K
|
14K
$672K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.05K+ 25.02% |
$82.9K - $90.7K
|
10.2K
$491K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.82KNew |
$73.5K - $80.4K
|
1.82K
$87.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.81K+ 88.22% |
$73.4K - $80.3K
|
3.87K
$186K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.62K+ 22.13% |
$65.4K - $71.5K
|
8.91K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 26.74% |
$65K - $71.1K
|
7.61K
$366K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
1.55K+ 1.85% |
$62.6K - $68.5K
|
85.1K
$4.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.54K+ 5.74% |
$62.5K - $68.4K
|
28.5K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.51K+ 3.49% |
$61.2K - $67K
|
44.8K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.43K+ 11.7% |
$57.9K - $63.3K
|
13.7K
$656K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 10.51% |
$56.8K - $62.2K
|
14.8K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.4K+ 0.73% |
$56.6K - $61.9K
|
192K
$9.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 7.13% |
$56.5K - $61.8K
|
21K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.35K+ 2.92% |
$54.8K - $59.9K
|
47.7K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35K+ 7.31% |
$54.6K - $59.7K
|
19.8K
$950K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.33KNew |
$53.7K - $58.8K
|
1.33K
$63.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 57.76% |
$52.2K - $57.1K
|
3.52K
$169K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.26KNew |
$51.1K - $56K
|
1.26K
$60.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.25K+ 10.4% |
$50.7K - $55.5K
|
13.3K
$639K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.18K+ 3.06% |
$47.6K - $52.1K
|
39.5K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.17K+ 4.26% |
$47.4K - $51.8K
|
28.7K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.16K+ 13.07% |
$47.1K - $51.6K
|
10.1K
$484K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 23.22% |
$46.8K - $51.2K
|
6.13K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.15K+ 3.32% |
$46.7K - $51.1K
|
35.9K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 8.01% |
$46.6K - $50.9K
|
15.5K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 167.02% |
$44.5K - $48.7K
|
1.76K
$84.4K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$44.4K - $48.6K
|
1.1K
$52.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1.1K+ 1500.0% |
$44.3K - $48.5K
|
1.17K
$56.1K
|