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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
222+ 2.85% |
$10.3K - $11.4K
|
8.02K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
216New |
$10K - $11.1K
|
216
$11.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200New |
$9.3K - $10.3K
|
200
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
189+ 1.47% |
$8.78K - $9.7K
|
13.1K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
180New |
$8.37K - $9.24K
|
180
$9.34K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
165+ 1.99% |
$7.67K - $8.47K
|
8.46K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
152+ 3.95% |
$7.06K - $7.8K
|
4K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
124+ 1.99% |
$5.76K - $6.36K
|
6.36K
$330K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
120New |
$5.58K - $6.16K
|
120
$6.23K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
114+ 0.64% |
$5.3K - $5.85K
|
17.9K
$930K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
113+ 13.0% |
$5.25K - $5.8K
|
982
$51K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
111+ 1.28% |
$5.16K - $5.7K
|
8.76K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
107+ 1.2% |
$4.97K - $5.49K
|
8.99K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 0.67% |
$4.65K - $5.13K
|
15.1K
$782K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
98+ 0.98% |
$4.56K - $5.03K
|
10.1K
$523K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
97+ 0.46% |
$4.51K - $4.98K
|
21.2K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
96+ 1.66% |
$4.46K - $4.93K
|
5.87K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
94+ 1.35% |
$4.37K - $4.82K
|
7.05K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
91+ 1.32% |
$4.23K - $4.67K
|
6.98K
$362K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
91New |
$4.23K - $4.67K
|
91
$4.72K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
90+ 1.49% |
$4.18K - $4.62K
|
6.11K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
89+ 6.15% |
$4.14K - $4.57K
|
1.54K
$79.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
84+ 1.98% |
$3.9K - $4.31K
|
4.33K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
83+ 1.64% |
$3.86K - $4.26K
|
5.15K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
75+ 0.69% |
$3.49K - $3.85K
|
10.9K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
60+ 1.29% |
$2.79K - $3.08K
|
4.72K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
51+ 1.76% |
$2.37K - $2.62K
|
2.95K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
50New |
$2.32K - $2.57K
|
50
$2.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
48+ 1.02% |
$2.23K - $2.46K
|
4.74K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
47+ 1.09% |
$2.18K - $2.41K
|
4.36K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
42+ 0.19% |
$1.95K - $2.16K
|
22.4K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
42+ 1.89% |
$1.95K - $2.16K
|
2.27K
$118K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
40+ 0.27% |
$1.86K - $2.05K
|
14.8K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 8.81% |
$1.86K - $2.05K
|
494
$25.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
38+ 211.11% |
$1.77K - $1.95K
|
56
$2.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
36+ 0.33% |
$1.67K - $1.85K
|
11K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34+ 0.06% |
$1.58K - $1.74K
|
53.8K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34+ 1.08% |
$1.58K - $1.74K
|
3.17K
$165K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.53K - $1.69K
|
33
$1.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
31+ 0.01% |
$1.44K - $1.59K
|
240K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
28+ 1.99% |
$1.3K - $1.44K
|
1.44K
$74.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
25+ 0.34% |
$1.16K - $1.28K
|
7.37K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
24+ 0.06% |
$1.12K - $1.23K
|
42.6K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
23+ 0.12% |
$1.07K - $1.18K
|
19.8K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 1.27% |
$930 - $1.03K
|
1.6K
$82.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
19+ 0.34% |
$883 - $975
|
5.53K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.37% |
$837 - $924
|
4.88K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13+ 0.19% |
$604 - $667
|
6.71K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11+ 0.08% |
$511 - $565
|
13.1K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 2.04% |
$418 - $462
|
450
$23.4K
|