Purchases and Sales Made in Q1 2025 in Alps ETF Tr (REIT)
This table provides information about the institutional ownership of Alps ETF Tr (REIT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
68.2KNew |
$1.8M - $1.94M
|
68.2K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1KNew |
$399K - $430K
|
15.1K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.74KNew |
$230K - $249K
|
8.74K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.49KNew |
$224K - $242K
|
8.49K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.55K+ 18.52% |
$120K - $129K
|
29.1K
$779K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.17K+ 2.61% |
$83.5K - $90.1K
|
124K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.75K+ 6.72% |
$46.1K - $49.7K
|
27.7K
$743K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.71K+ 6.87% |
$44.9K - $48.5K
|
26.5K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
824New |
$21.7K - $23.4K
|
824
$22.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
798+ 5.7% |
$21K - $22.7K
|
14.8K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
293New |
$7.72K - $8.33K
|
293
$7.85K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
195+ 2.05% |
$5.14K - $5.55K
|
9.72K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
78+ 0.86% |
$2.06K - $2.22K
|
9.19K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$158 - $171
|
6
$161
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$79.1 - $85.3
|
3
$80.3
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-68- 1.78% |
$1.79K - $1.93K
|
3.75K
$101K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-622- 25.17% |
$16.4K - $17.7K
|
1.85K
$49.5K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.08K- 17.85% |
$54.8K - $59.1K
|
9.57K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-61.7K- 52.74% |
$1.63M - $1.75M
|
55.3K
$1.48M
|