Purchases and Sales Made in Q1 2024 in Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information about the institutional ownership of Alps ETF Tr Equal Sector Weigh (EQL) during Q1 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR EQUAL SECTOR WEIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5KNew |
$1.45M - $1.59M
|
13.5K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.73KNew |
$723K - $793K
|
6.73K
$846K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
4.5KNew |
$483K - $531K
|
4.5K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.74K+ 27.17% |
$402K - $441K
|
17.5K
$2.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.73K+ 5.13% |
$401K - $440K
|
76.4K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.31KNew |
$355K - $390K
|
3.31K
$416K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.07K+ 41.25% |
$330K - $362K
|
10.5K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.83KNew |
$197K - $216K
|
1.83K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.73KNew |
$186K - $204K
|
1.73K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.06K+ 24.77% |
$114K - $125K
|
5.34K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
847+ 8.27% |
$91K - $99.9K
|
11.1K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
671+ 10.73% |
$72.1K - $79.2K
|
6.92K
$871K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
654+ 1.69% |
$70.3K - $77.2K
|
39.4K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
378+ 0.7% |
$40.6K - $44.6K
|
54.4K
$6.84M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
300+ 3.05% |
$32.2K - $35.4K
|
10.2K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
206+ 0.98% |
$22.1K - $24.3K
|
21.2K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200+ 1.42% |
$21.5K - $23.6K
|
14.3K
$1.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
83New |
$8.92K - $9.79K
|
83
$10.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44+ 0.61% |
$4.73K - $5.19K
|
7.24K
$911K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35New |
$3.76K - $4.13K
|
35
$4.4K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26+ 0.57% |
$2.79K - $3.07K
|
4.62K
$581K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.41% |
$2.26K - $2.48K
|
5.16K
$649K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4- 0.12% |
$430 - $472
|
3.42K
$430K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-83- 1.95% |
$8.92K - $9.79K
|
4.18K
$525K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-84- 0.4% |
$9.03K - $9.91K
|
20.9K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-175- 3.95% |
$18.8K - $20.6K
|
4.26K
$535K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-278- 7.82% |
$29.9K - $32.8K
|
3.28K
$412K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-399- 14.82% |
$42.9K - $47.1K
|
2.29K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-586- 12.63% |
$63K - $69.1K
|
4.06K
$510K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.46K- 0.81% |
$157K - $172K
|
178K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.46K- 0.81% |
$157K - $172K
|
178K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.59K- 6.68% |
$171K - $187K
|
22.2K
$2.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.5K- 54.07% |
$268K - $295K
|
2.12K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.33K- 2.28% |
$358K - $393K
|
143K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.6K- 51.1% |
$1.46M - $1.61M
|
13K
$1.64M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.5K- 8.49% |
$1.77M - $1.95M
|
178K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.2K- 85.27% |
$2.06M - $2.27M
|
3.32K
$417K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 60.8% |
$2.39M - $2.62M
|
14.3K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26K- 6.18% |
$2.79M - $3.06M
|
394K
$49.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.4K- 58.26% |
$6.6M - $7.25M
|
44K
$5.53M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-73.1K- 59.16% |
$7.86M - $8.63M
|
50.5K
$6.35M
|