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 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
676+ 15.39% |
$31.4K - $34.7K
|
5.07K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
658New |
$30.6K - $33.8K
|
658
$34.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
656+ 5.58% |
$30.5K - $33.7K
|
12.4K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
634+ 4.64% |
$29.5K - $32.5K
|
14.3K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
620+ 4.12% |
$28.8K - $31.8K
|
15.7K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 53.57% |
$27.9K - $30.8K
|
1.72K
$89.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
594+ 3.48% |
$27.6K - $30.5K
|
17.7K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
576+ 7.93% |
$26.8K - $29.6K
|
7.84K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
567+ 7.86% |
$26.4K - $29.1K
|
7.78K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
548+ 1.17% |
$25.5K - $28.1K
|
47.4K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
524+ 5.55% |
$24.4K - $26.9K
|
9.97K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
509+ 2.83% |
$23.7K - $26.1K
|
18.5K
$960K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500+ 400.0% |
$23.2K - $25.7K
|
625
$32.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
500New |
$23.2K - $25.7K
|
500
$26K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500New |
$23.2K - $25.7K
|
500
$26K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
500New |
$23.2K - $25.7K
|
500
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
484+ 102.76% |
$22.5K - $24.8K
|
955
$49.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
481+ 1.64% |
$22.4K - $24.7K
|
29.8K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
480+ 3.18% |
$22.3K - $24.6K
|
15.6K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
471+ 10.06% |
$21.9K - $24.2K
|
5.15K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
461+ 2.38% |
$21.4K - $23.7K
|
19.8K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
461+ 1.62% |
$21.4K - $23.7K
|
28.9K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
453New |
$21.1K - $23.2K
|
453
$23.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
452+ 9.09% |
$21K - $23.2K
|
5.43K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
445+ 2.65% |
$20.7K - $22.8K
|
17.2K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
445+ 9.55% |
$20.7K - $22.8K
|
5.1K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
444+ 2.08% |
$20.6K - $22.8K
|
21.8K
$1.13M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
437New |
$20.3K - $22.4K
|
437
$22.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
428New |
$19.9K - $22K
|
428
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
410+ 2.61% |
$19.1K - $21K
|
16.1K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
408New |
$19K - $20.9K
|
408
$21.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$18.6K - $20.5K
|
400
$20.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
400+ 3.33% |
$18.6K - $20.5K
|
12.4K
$644K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
400+ 7.63% |
$18.6K - $20.5K
|
5.65K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
390+ 2.52% |
$18.1K - $20K
|
15.9K
$825K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
359+ 1.67% |
$16.7K - $18.4K
|
21.8K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
358+ 10.51% |
$16.6K - $18.4K
|
3.77K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
343+ 0.23% |
$15.9K - $17.6K
|
148K
$7.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
342+ 1.16% |
$15.9K - $17.6K
|
29.7K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
315New |
$14.6K - $16.2K
|
315
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
307+ 3.14% |
$14.3K - $15.8K
|
10.1K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
300+ 2.9% |
$13.9K - $15.4K
|
10.7K
$553K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
299+ 1.52% |
$13.9K - $15.3K
|
20K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
290New |
$13.5K - $14.9K
|
290
$15.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
281+ 1.27% |
$13.1K - $14.4K
|
22.5K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
271+ 1.11% |
$12.6K - $13.9K
|
24.7K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
264+ 17.08% |
$12.3K - $13.5K
|
1.81K
$94K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
255+ 0.98% |
$11.9K - $13.1K
|
26.2K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
249+ 1.41% |
$11.6K - $12.8K
|
17.9K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
246+ 3.11% |
$11.4K - $12.6K
|
8.15K
$423K
|