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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.96K+ 3161.29% |
$91.1K - $101K
|
2.02K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 4.82% |
$90.9K - $100K
|
42.6K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.91K+ 23.25% |
$88.9K - $98.1K
|
10.1K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.82K+ 16.9% |
$84.5K - $93.3K
|
12.6K
$653K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.79K+ 34.07% |
$83.3K - $92K
|
7.06K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 23.93% |
$82.7K - $91.3K
|
9.21K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.76K+ 18.85% |
$81.8K - $90.3K
|
11.1K
$576K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.73K+ 11.49% |
$80.3K - $88.6K
|
16.8K
$870K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.7K+ 5.48% |
$79K - $87.2K
|
32.7K
$1.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.65KNew |
$76.5K - $84.5K
|
1.65K
$85.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.52K+ 4.32% |
$70.5K - $77.8K
|
36.6K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 3.68% |
$69.6K - $76.9K
|
42.3K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.47K+ 31.82% |
$68.2K - $75.3K
|
6.08K
$315K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44K+ 8.43% |
$66.8K - $73.8K
|
18.5K
$960K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.43K+ 10.69% |
$66.2K - $73.1K
|
14.8K
$766K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.41K+ 6.13% |
$65.4K - $72.3K
|
24.4K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.37K+ 1.84% |
$63.7K - $70.3K
|
75.8K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.35K+ 1.64% |
$62.7K - $69.2K
|
83.5K
$4.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 13.41% |
$60.9K - $67.3K
|
11.1K
$575K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.3KNew |
$60.4K - $66.7K
|
1.3K
$67.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.21K+ 1.99% |
$56.2K - $62K
|
61.9K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.2K+ 1.34% |
$55.8K - $61.6K
|
90.5K
$4.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.16K+ 0.36% |
$54.1K - $59.7K
|
325K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.16K+ 40.8% |
$53.7K - $59.3K
|
3.99K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.15KNew |
$53.5K - $59K
|
1.15K
$59.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 10.62% |
$52.5K - $58K
|
11.8K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1K+ 7.68% |
$51.3K - $56.6K
|
15.5K
$803K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.09K+ 5.34% |
$50.5K - $55.8K
|
21.4K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 1.27% |
$50K - $55.2K
|
85.8K
$4.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.04K+ 1.53% |
$48.3K - $53.3K
|
69K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 7.04% |
$48.2K - $53.3K
|
15.8K
$819K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.01K+ 4.09% |
$46.8K - $51.7K
|
25.6K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 7.15% |
$46.6K - $51.4K
|
15K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
989+ 0.22% |
$46K - $50.8K
|
448K
$23.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
987+ 8.4% |
$45.9K - $50.7K
|
12.7K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
965+ 159.5% |
$44.9K - $49.5K
|
1.57K
$81.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
957+ 7.18% |
$44.5K - $49.1K
|
14.3K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
880+ 0.9% |
$40.9K - $45.2K
|
99.1K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
851+ 5.29% |
$39.6K - $43.7K
|
16.9K
$879K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
846+ 1.57% |
$39.3K - $43.4K
|
54.7K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
837New |
$38.9K - $43K
|
837
$43.4K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
791New |
$36.8K - $40.6K
|
791
$41.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
782+ 6.06% |
$36.3K - $40.1K
|
13.7K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
779+ 1.42% |
$36.2K - $40K
|
55.8K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
771+ 4.75% |
$35.8K - $39.6K
|
17K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
760+ 3.77% |
$35.3K - $39K
|
20.9K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
749+ 0.69% |
$34.8K - $38.4K
|
109K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
708+ 1.98% |
$32.9K - $36.3K
|
36.6K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
698+ 3.74% |
$32.4K - $35.8K
|
19.4K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
679+ 0.41% |
$31.6K - $34.8K
|
165K
$8.55M
|