Purchases and Sales Made in Q4 2023 in Alps Sector Dividend Dogs ETF (SDOG)
This table provides information about the institutional ownership of Alps Sector Dividend Dogs ETF (SDOG) during Q4 2023. The information is specifically focused on institutions that hold shares of ALPS SECTOR DIVIDEND DOGS ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99K+ 6.26% |
$4.4M - $5.14M
|
1.68M
$103M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
62.9KNew |
$2.8M - $3.27M
|
62.9K
$3.84M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.3K+ 5.31% |
$2.64M - $3.08M
|
1.18M
$71.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
54.8K+ 17.96% |
$2.44M - $2.84M
|
360K
$22M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
49.3KNew |
$2.19M - $2.56M
|
49.3K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
41.1KNew |
$1.83M - $2.13M
|
41.1K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29KNew |
$1.29M - $1.51M
|
29K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
28.4KNew |
$1.26M - $1.47M
|
28.4K
$1.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12.2KNew |
$543K - $634K
|
12.2K
$746K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.79K+ 35.43% |
$391K - $456K
|
33.6K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.82K+ 0.91% |
$348K - $406K
|
871K
$53.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.16KNew |
$274K - $320K
|
6.16K
$376K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.48KNew |
$244K - $284K
|
5.48K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.4K+ 56.18% |
$240K - $280K
|
15K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.81KNew |
$214K - $250K
|
4.81K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.8KNew |
$213K - $249K
|
4.8K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.39K+ 52.75% |
$195K - $228K
|
12.7K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.11KNew |
$183K - $213K
|
4.11K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.93KNew |
$175K - $204K
|
3.93K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.93KNew |
$175K - $204K
|
3.93K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.77K+ 36.33% |
$167K - $195K
|
14.1K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.65K+ 30.36% |
$162K - $189K
|
15.7K
$957K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.25KNew |
$144K - $169K
|
3.25K
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.98KNew |
$132K - $154K
|
2.98K
$182K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 204.62% |
$88.7K - $104K
|
2.97K
$181K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.84K+ 29.69% |
$81.8K - $95.5K
|
8.03K
$491K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 36.27% |
$75K - $87.5K
|
6.33K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.42K+ 13.52% |
$62.9K - $73.5K
|
11.9K
$726K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.24K+ 6.8% |
$54.9K - $64.1K
|
19.4K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.23K+ 13.31% |
$54.5K - $63.6K
|
10.4K
$637K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
650New |
$28.9K - $33.7K
|
650
$39.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
543+ 2.5% |
$24.1K - $28.2K
|
22.2K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
485+ 8.1% |
$21.6K - $25.2K
|
6.47K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
401+ 1.31% |
$17.8K - $20.8K
|
31.1K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
391+ 521.33% |
$17.4K - $20.3K
|
466
$28.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
365+ 6.58% |
$16.2K - $18.9K
|
5.91K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
306+ 3.95% |
$13.6K - $15.9K
|
8.05K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
284+ 1.85% |
$12.6K - $14.7K
|
15.7K
$956K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
235+ 42.34% |
$10.4K - $12.2K
|
790
$48.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
198+ 380.77% |
$8.8K - $10.3K
|
250
$15.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
191+ 1.17% |
$8.49K - $9.91K
|
16.5K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
101New |
$4.49K - $5.24K
|
101
$6.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
84+ 0.36% |
$3.73K - $4.36K
|
23.3K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
84+ 1.07% |
$3.73K - $4.36K
|
7.91K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45+ 0.1% |
$2K - $2.34K
|
46.3K
$2.83M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17New |
$756 - $882
|
17
$1.04K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
9+ 1.09% |
$400 - $467
|
833
$50.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4+ 0.09% |
$178 - $208
|
4.68K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.03% |
$88.9 - $104
|
7.37K
$450K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 10.0% |
$44.5 - $51.9
|
11
$672
|