Purchases and Sales Made in Q1 2024 in Alps ETF Tr (REIT)
This table provides information about the institutional ownership of Alps ETF Tr (REIT) during Q1 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
106KNew |
$2.64M - $2.82M
|
106K
$3.02M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.4KNew |
$632K - $675K
|
25.4K
$722K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.14KNew |
$227K - $243K
|
9.14K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500New |
$12.4K - $13.3K
|
500
$14.2K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
113+ 3.89% |
$2.81K - $3K
|
3.02K
$85.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-490- 4.31% |
$12.2K - $13K
|
10.9K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.5K- 13.12% |
$37.4K - $39.9K
|
9.96K
$283K
|