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 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.03K- 9.99% |
$41.8K - $45.7K
|
9.3K
$447K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.09K- 13.5% |
$44.1K - $48.2K
|
6.98K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.14K- 12.39% |
$46.2K - $50.5K
|
8.06K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.23K- 20.68% |
$49.8K - $54.5K
|
4.72K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.25K- 1.12% |
$50.7K - $55.5K
|
111K
$5.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.26K- 7.01% |
$51K - $55.8K
|
16.7K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 3.85% |
$51.9K - $56.7K
|
32K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.3K- 76.34% |
$52.6K - $57.6K
|
403
$19.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.3K- 2.2% |
$52.6K - $57.6K
|
57.7K
$2.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.37K- 5.65% |
$55.6K - $60.8K
|
22.9K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.41K- 1.8% |
$56.9K - $62.3K
|
76.9K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.47K- 24.1% |
$59.7K - $65.3K
|
4.64K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.54K- 8.18% |
$62.4K - $68.3K
|
17.3K
$831K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.56K- 14.69% |
$63.3K - $69.2K
|
9.08K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.59K- 0.34% |
$64.3K - $70.3K
|
461K
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.61K- 10.01% |
$65.2K - $71.4K
|
14.5K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.8K- 19.15% |
$72.9K - $79.7K
|
7.6K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-1.8K- 11.31% |
$73K - $79.8K
|
14.1K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.86K- 1.28% |
$75.5K - $82.6K
|
144K
$6.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.93K- 2.86% |
$78.3K - $85.6K
|
65.7K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.09K- 3.13% |
$84.7K - $92.7K
|
64.8K
$3.12M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.12K- 5.92% |
$86K - $94K
|
33.7K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.3K- 5.19% |
$93.3K - $102K
|
42.1K
$2.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.31K- 26.18% |
$93.5K - $102K
|
6.51K
$313K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.37K- 11.59% |
$95.8K - $105K
|
18.1K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.48K- 4.83% |
$100K - $110K
|
48.8K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.48K- 8.81% |
$100K - $110K
|
25.6K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.59K- 14.31% |
$105K - $115K
|
15.5K
$745K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.98K- 27.15% |
$120K - $132K
|
7.99K
$384K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.1K- 26.93% |
$125K - $137K
|
8.41K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.11K- 4.58% |
$126K - $138K
|
64.9K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.34K- 40.1% |
$135K - $148K
|
5K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.37K- 37.34% |
$136K - $149K
|
5.65K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.37K- 3.87% |
$136K - $149K
|
83.6K
$4.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.59K- 24.66% |
$145K - $159K
|
11K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.66K- 2.78% |
$148K - $162K
|
128K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.75K- 36.93% |
$152K - $166K
|
6.4K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.18K- 0.51% |
$169K - $185K
|
815K
$39.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.37K- 1.41% |
$177K - $194K
|
305K
$14.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-4.38K- 95.22% |
$177K - $194K
|
220
$10.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.5K- 23.34% |
$182K - $199K
|
14.8K
$710K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.68K- 23.11% |
$189K - $207K
|
15.6K
$747K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.7K- 14.88% |
$190K - $208K
|
26.9K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.89K- 14.94% |
$198K - $217K
|
27.8K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.9K- 28.95% |
$198K - $217K
|
12K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Finance, LLC
|
SELL
|
- |
-4.92K- 9.21% |
$199K - $218K
|
48.5K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.4K- 9.34% |
$219K - $239K
|
52.4K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.59K- 31.29% |
$226K - $248K
|
12.3K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-5.73K- 9.62% |
$232K - $254K
|
53.9K
$2.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.19K- 8.1% |
$250K - $274K
|
70.1K
$3.37M
|