Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 20.8% |
$566K - $625K
|
70.7K
$3.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12K+ 22.6% |
$559K - $617K
|
65.2K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 2.33% |
$555K - $613K
|
523K
$27.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8K+ 5.24% |
$550K - $607K
|
238K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$542K - $599K
|
11.7K
$606K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 15.12% |
$542K - $599K
|
88.8K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 30.54% |
$532K - $587K
|
48.9K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11K+ 110.27% |
$512K - $565K
|
21K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.9K+ 2.21% |
$506K - $558K
|
504K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.6KNew |
$494K - $545K
|
10.6K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$487K - $538K
|
10.5K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.5K+ 21.48% |
$486K - $537K
|
59.2K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.4K+ 113.45% |
$485K - $535K
|
19.6K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
10.4KNew |
$483K - $533K
|
10.4K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.85K+ 32.77% |
$458K - $505K
|
39.9K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
9.5K+ 43.95% |
$442K - $488K
|
31.1K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
9.39K+ 17.61% |
$436K - $482K
|
62.7K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.38KNew |
$436K - $481K
|
9.38K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.26K+ 164.21% |
$430K - $475K
|
14.9K
$773K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
9.22K+ 3.43% |
$428K - $473K
|
278K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
9.18KNew |
$427K - $471K
|
9.18K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.09K+ 38.78% |
$422K - $466K
|
32.5K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
8.79KNew |
$409K - $451K
|
8.79K
$456K
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
8.77K+ 4.56% |
$408K - $450K
|
201K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
8.75KNew |
$407K - $449K
|
8.75K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.54K+ 687.36% |
$397K - $438K
|
9.78K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
8.4K+ 12.0% |
$390K - $431K
|
78.4K
$4.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.4KNew |
$390K - $431K
|
8.4K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.27K+ 22.95% |
$384K - $424K
|
44.3K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
8.01KNew |
$372K - $411K
|
8.01K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
8.01KNew |
$372K - $411K
|
8.01K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7.94KNew |
$369K - $407K
|
7.94K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.86K+ 8.29% |
$365K - $403K
|
103K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.66KNew |
$356K - $393K
|
7.66K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.53K+ 88.33% |
$350K - $386K
|
16.1K
$833K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7.49KNew |
$348K - $384K
|
7.49K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.4K+ 7.68% |
$344K - $380K
|
104K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.37K+ 15.22% |
$342K - $378K
|
55.8K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
7.34K+ 4.78% |
$341K - $377K
|
161K
$8.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.28K+ 19.41% |
$338K - $374K
|
44.8K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
7.27KNew |
$338K - $373K
|
7.27K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.18K+ 54.6% |
$334K - $369K
|
20.3K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.08KNew |
$329K - $363K
|
7.08K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
7.07KNew |
$329K - $363K
|
7.07K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
7.07KNew |
$329K - $363K
|
7.07K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.07KNew |
$328K - $363K
|
7.07K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.06K+ 19.28% |
$328K - $362K
|
43.7K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7K+ 4.33% |
$325K - $359K
|
168K
$8.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.94K+ 808.86% |
$323K - $356K
|
7.8K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.89K+ 32.0% |
$320K - $354K
|
28.4K
$1.48M
|