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
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 1.36% |
$44.3K - $48.5K
|
81.3K
$3.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.09K+ 6.61% |
$43.9K - $48.1K
|
17.5K
$841K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.07K+ 16.59% |
$43.5K - $47.6K
|
7.55K
$363K
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
1.05K+ 0.33% |
$42.5K - $46.5K
|
316K
$15.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01K+ 21.87% |
$40.8K - $44.7K
|
5.62K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1K+ 20.0% |
$40.5K - $44.3K
|
6K
$288K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
940+ 10.34% |
$38.1K - $41.6K
|
10K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
927+ 2.0% |
$37.5K - $41.1K
|
47.3K
$2.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
913New |
$37K - $40.4K
|
913
$43.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
901New |
$36.5K - $39.9K
|
901
$43.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
897+ 8.09% |
$36.3K - $39.7K
|
12K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
860+ 5.04% |
$34.8K - $38.1K
|
17.9K
$861K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
834New |
$33.8K - $36.9K
|
834
$40.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
824+ 1.48% |
$33.4K - $36.5K
|
56.5K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
809+ 4.22% |
$32.8K - $35.8K
|
20K
$960K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
807+ 0.72% |
$32.7K - $35.8K
|
112K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
798+ 0.83% |
$32.3K - $35.4K
|
97K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
798+ 7.61% |
$32.3K - $35.4K
|
11.3K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
798+ 6.22% |
$32.3K - $35.4K
|
13.6K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
774+ 2.82% |
$31.3K - $34.3K
|
28.2K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
758+ 0.25% |
$30.7K - $33.6K
|
299K
$14.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
757+ 1.76% |
$30.7K - $33.5K
|
43.7K
$2.1M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
744+ 442.86% |
$30.1K - $33K
|
912
$43.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
723+ 6.03% |
$29.3K - $32K
|
12.7K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
698+ 44.97% |
$28.3K - $30.9K
|
2.25K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
684+ 2.07% |
$27.7K - $30.3K
|
33.7K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
677+ 1.46% |
$27.4K - $30K
|
47.2K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
653+ 1.53% |
$26.4K - $28.9K
|
43.3K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
647+ 3.82% |
$26.2K - $28.7K
|
17.6K
$845K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
612+ 1.63% |
$24.8K - $27.1K
|
38K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
606+ 12.57% |
$24.5K - $26.8K
|
5.43K
$261K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
602+ 7.08% |
$24.4K - $26.7K
|
9.1K
$437K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
589+ 15.94% |
$23.8K - $26.1K
|
4.28K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
589+ 4.24% |
$23.8K - $26.1K
|
14.5K
$696K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
574+ 2.04% |
$23.2K - $25.4K
|
28.7K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
569+ 3.19% |
$23K - $25.2K
|
18.4K
$884K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
563+ 3.51% |
$22.8K - $24.9K
|
16.6K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
548+ 7.17% |
$22.2K - $24.3K
|
8.19K
$394K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
511+ 3.9% |
$20.7K - $22.6K
|
13.6K
$654K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 32.26% |
$20.2K - $22.2K
|
2.05K
$98.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
493New |
$20K - $21.8K
|
493
$23.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
469+ 0.92% |
$19K - $20.8K
|
51.3K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
441+ 6.56% |
$17.9K - $19.5K
|
7.17K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
431New |
$17.5K - $19.1K
|
431
$20.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
420+ 3.13% |
$17K - $18.6K
|
13.8K
$664K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
397New |
$16.1K - $17.6K
|
397
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
370+ 4.79% |
$15K - $16.4K
|
8.09K
$389K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
361+ 0.27% |
$14.6K - $16K
|
136K
$6.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
333+ 2.45% |
$13.5K - $14.8K
|
13.9K
$668K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
300+ 3.3% |
$12.1K - $13.3K
|
9.39K
$451K
|