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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.26K+ 32.24% |
$198K - $219K
|
17.5K
$907K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.25K+ 4.53% |
$198K - $218K
|
98.1K
$5.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.23K+ 41.6% |
$197K - $217K
|
14.4K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.21K+ 26.57% |
$196K - $216K
|
20.1K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.19KNew |
$195K - $215K
|
4.19K
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.19K+ 39.03% |
$195K - $215K
|
14.9K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.06K+ 19.41% |
$189K - $208K
|
25K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.96K+ 6.83% |
$184K - $203K
|
62K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.8K+ 14.46% |
$176K - $195K
|
30K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.79K+ 12.8% |
$176K - $195K
|
33.4K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.75KNew |
$174K - $192K
|
3.75K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.64KNew |
$169K - $187K
|
3.64K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.59K+ 14.36% |
$167K - $184K
|
28.6K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.55K+ 27.67% |
$165K - $182K
|
16.4K
$850K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.52K+ 11.15% |
$164K - $181K
|
35.1K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.44K+ 6.16% |
$160K - $177K
|
59.3K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.38KNew |
$157K - $173K
|
3.38K
$175K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.34K+ 12.51% |
$155K - $171K
|
30.1K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.33K+ 5.77% |
$155K - $171K
|
61.1K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.33K+ 8.58% |
$155K - $171K
|
42.1K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.3K+ 57.89% |
$153K - $169K
|
9K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.29K+ 5.03% |
$153K - $169K
|
68.7K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.23K+ 2.01% |
$150K - $166K
|
164K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.2K+ 5.17% |
$149K - $164K
|
65K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.14K+ 2.2% |
$146K - $161K
|
146K
$7.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.1K+ 3.98% |
$144K - $159K
|
81K
$4.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$139K - $154K
|
3K
$156K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.95K+ 41.74% |
$137K - $151K
|
10K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.72K+ 12.53% |
$127K - $140K
|
24.5K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.71K+ 22.67% |
$126K - $139K
|
14.7K
$761K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.68K+ 17.68% |
$124K - $137K
|
17.8K
$925K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.56K+ 44.23% |
$119K - $131K
|
8.34K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.53K+ 29.11% |
$117K - $130K
|
11.2K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.52K+ 10.62% |
$117K - $129K
|
26.2K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
2.52K+ 0.77% |
$117K - $129K
|
330K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 6.76% |
$115K - $127K
|
39.1K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.47K+ 12.87% |
$115K - $127K
|
21.6K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.45KNew |
$114K - $125K
|
2.45K
$127K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.42K+ 43.45% |
$113K - $124K
|
7.99K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.41K+ 19.14% |
$112K - $124K
|
15K
$779K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.4K+ 22.62% |
$112K - $123K
|
13K
$676K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.39K+ 0.69% |
$111K - $122K
|
348K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.35K+ 6.35% |
$109K - $121K
|
39.4K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.3K+ 6.83% |
$107K - $118K
|
36K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.23K+ 56.72% |
$103K - $114K
|
6.15K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.14K+ 36.95% |
$99.5K - $110K
|
7.94K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.09K+ 3.85% |
$97.1K - $107K
|
56.3K
$2.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.06K+ 0.88% |
$95.7K - $106K
|
235K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.02K+ 18.06% |
$93.7K - $103K
|
13.2K
$684K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.99K+ 40.63% |
$92.3K - $102K
|
6.87K
$357K
|