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 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300+ 11.17% |
$12.1K - $13.3K
|
2.99K
$143K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
295+ 2.25% |
$11.9K - $13.1K
|
13.4K
$643K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
285New |
$11.5K - $12.6K
|
285
$13.7K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
283+ 3.53% |
$11.5K - $12.5K
|
8.29K
$398K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
272+ 2.1% |
$11K - $12K
|
13.2K
$635K
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
272+ 1.48% |
$11K - $12K
|
18.6K
$893K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
262+ 0.68% |
$10.6K - $11.6K
|
38.9K
$1.87M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
260New |
$10.5K - $11.5K
|
260
$12.5K
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
244+ 1.41% |
$9.88K - $10.8K
|
17.6K
$845K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
242+ 0.39% |
$9.8K - $10.7K
|
62.8K
$3.02M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
233+ 2.12% |
$9.43K - $10.3K
|
11.2K
$539K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
212+ 3.5% |
$8.58K - $9.39K
|
6.28K
$301K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 2.68% |
$8.1K - $8.86K
|
7.67K
$369K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
200New |
$8.1K - $8.86K
|
200
$9.61K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
191+ 1.77% |
$7.73K - $8.46K
|
11K
$527K
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
189+ 0.47% |
$7.65K - $8.37K
|
40.1K
$1.93M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
184+ 3.57% |
$7.45K - $8.15K
|
5.33K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
177New |
$7.17K - $7.84K
|
177
$8.5K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
172+ 1.57% |
$6.96K - $7.62K
|
11.1K
$534K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
161+ 1.88% |
$6.52K - $7.13K
|
8.74K
$420K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
155+ 0.79% |
$6.28K - $6.87K
|
19.8K
$951K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
140+ 1.75% |
$5.67K - $6.2K
|
8.15K
$392K
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
135+ 2.24% |
$5.47K - $5.98K
|
6.16K
$296K
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
129+ 0.72% |
$5.22K - $5.71K
|
18K
$865K
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
123+ 0.43% |
$4.98K - $5.45K
|
28.6K
$1.38M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
121+ 2.09% |
$4.9K - $5.36K
|
5.92K
$285K
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
121+ 0.75% |
$4.9K - $5.36K
|
16.2K
$779K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
112+ 0.16% |
$4.53K - $4.96K
|
71.2K
$3.42M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
108New |
$4.37K - $4.78K
|
108
$5.19K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
102New |
$4.13K - $4.52K
|
102
$4.9K
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
100New |
$4.05K - $4.43K
|
100
$4.8K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 44.25% |
$4.05K - $4.43K
|
326
$15.7K
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
91+ 1.38% |
$3.68K - $4.03K
|
6.68K
$321K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85+ 0.44% |
$3.44K - $3.77K
|
19.2K
$923K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
81New |
$3.28K - $3.59K
|
81
$3.89K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$3.24K - $3.54K
|
80
$3.84K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
75+ 0.21% |
$3.04K - $3.32K
|
36.5K
$1.75M
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
72+ 1.3% |
$2.92K - $3.19K
|
5.63K
$270K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
70+ 1.07% |
$2.83K - $3.1K
|
6.63K
$318K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
58New |
$2.35K - $2.57K
|
58
$2.79K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53+ 1.63% |
$2.15K - $2.35K
|
3.3K
$159K
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
45+ 0.08% |
$1.82K - $1.99K
|
58.5K
$2.81M
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
45+ 0.1% |
$1.82K - $1.99K
|
43.2K
$2.08M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44+ 0.08% |
$1.78K - $1.95K
|
54.9K
$2.64M
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.18% |
$1.62K - $1.77K
|
22.2K
$1.07M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33New |
$1.34K - $1.46K
|
33
$1.59K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
30+ 0.48% |
$1.21K - $1.33K
|
6.29K
$302K
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
24+ 0.42% |
$972 - $1.06K
|
5.78K
$278K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 9.49% |
$972 - $1.06K
|
277
$13.3K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22+ 2.13% |
$891 - $975
|
1.06K
$50.7K
|