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 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-199- 0.15% |
$8.06K - $8.82K
|
132K
$6.36M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 4.4% |
$8.1K - $8.86K
|
4.35K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-218- 0.4% |
$8.83K - $9.66K
|
54.3K
$2.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-236- 2.66% |
$9.56K - $10.5K
|
8.64K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-236- 84.29% |
$9.56K - $10.5K
|
44
$2.11K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-245- 1.2% |
$9.92K - $10.9K
|
20.1K
$966K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-246- 0.91% |
$9.96K - $10.9K
|
26.7K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-255- 4.25% |
$10.3K - $11.3K
|
5.75K
$276K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-320- 6.85% |
$13K - $14.2K
|
4.35K
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-327- 44.98% |
$13.2K - $14.5K
|
400
$19.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-327- 5.44% |
$13.2K - $14.5K
|
5.68K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-334- 4.43% |
$13.5K - $14.8K
|
7.2K
$346K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-369- 2.14% |
$14.9K - $16.3K
|
16.9K
$812K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-369- 2.14% |
$14.9K - $16.3K
|
16.9K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-379- 5.11% |
$15.3K - $16.8K
|
7.04K
$338K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-384- 5.43% |
$15.5K - $17K
|
6.69K
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-387- 7.17% |
$15.7K - $17.1K
|
5.01K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-405- 16.14% |
$16.4K - $17.9K
|
2.1K
$101K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-406- 89.43% |
$16.4K - $18K
|
48
$2.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-407- 3.39% |
$16.5K - $18K
|
11.6K
$557K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-445- 2.61% |
$18K - $19.7K
|
16.6K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-450- 7.09% |
$18.2K - $19.9K
|
5.9K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-464- 2.7% |
$18.8K - $20.6K
|
16.7K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-470- 2.66% |
$19K - $20.8K
|
17.2K
$826K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-477- 8.34% |
$19.3K - $21.1K
|
5.24K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-494- 3.01% |
$20K - $21.9K
|
15.9K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-494- 2.2% |
$20K - $21.9K
|
22K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-513- 2.08% |
$20.8K - $22.7K
|
24.2K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-561- 14.56% |
$22.7K - $24.9K
|
3.29K
$158K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-588- 6.38% |
$23.8K - $26K
|
8.63K
$415K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-596- 2.5% |
$24.1K - $26.4K
|
23.2K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-598- 2.31% |
$24.2K - $26.5K
|
25.3K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-600- 1.72% |
$24.3K - $26.6K
|
34.4K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-606- 3.09% |
$24.5K - $26.8K
|
19K
$913K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-663- 1.23% |
$26.8K - $29.4K
|
53.3K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-681- 4.47% |
$27.6K - $30.2K
|
14.6K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-700- 31.89% |
$28.3K - $31K
|
1.5K
$71.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-735- 3.51% |
$29.8K - $32.6K
|
20.2K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-767- 1.22% |
$31.1K - $34K
|
61.9K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-800- 5.31% |
$32.4K - $35.4K
|
14.3K
$685K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-800- 11.48% |
$32.4K - $35.4K
|
6.17K
$296K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-856- 24.92% |
$34.7K - $37.9K
|
2.58K
$124K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-861- 0.38% |
$34.9K - $38.1K
|
224K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-893- 10.81% |
$36.2K - $39.6K
|
7.37K
$354K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-900- 4.02% |
$36.4K - $39.9K
|
21.5K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-946- 2.15% |
$38.3K - $41.9K
|
43K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-995- 16.42% |
$40.3K - $44.1K
|
5.07K
$243K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1K- 7.41% |
$40.5K - $44.3K
|
12.5K
$601K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1K- 4.68% |
$40.5K - $44.3K
|
20.4K
$979K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.01K- 15.78% |
$41.1K - $44.9K
|
5.41K
$260K
|