Purchases and Sales Made in Q3 2024 in Alps ETF Tr (REIT)
This table provides information about the institutional ownership of Alps ETF Tr (REIT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
94.5KNew |
$2.38M - $2.78M
|
94.5K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.1KNew |
$632K - $737K
|
25.1K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.2KNew |
$610K - $712K
|
24.2K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7KNew |
$573K - $669K
|
22.7K
$646K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
21KNew |
$529K - $617K
|
21K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.64K+ 3.24% |
$91.8K - $107K
|
116K
$3.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
264+ 10.35% |
$6.66K - $7.77K
|
2.81K
$80K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
166New |
$4.18K - $4.88K
|
166
$4.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116+ 11600.0% |
$2.92K - $3.41K
|
117
$3.33K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-178- 1.87% |
$4.49K - $5.24K
|
9.35K
$266K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-337- 30.75% |
$8.5K - $9.91K
|
759
$21.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-845- 3.16% |
$21.3K - $24.9K
|
25.9K
$735K
|