Latest Institutional Transactions on Alps ETF Tr Clean Energy ETF (ACES)
This table provides information on the latest institutional transactions involving Alps ETF Tr Clean Energy ETF (ACES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
17New |
$442 - $540
|
17
$436
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
62New |
$1.71K - $2.2K
|
62
$1.59K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8.6KNew |
$237K - $305K
|
8.6K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8New |
$220 - $284
|
8
$205
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
165New |
$4.54K - $5.86K
|
165
$4.23K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.17KNew |
$87.2K - $112K
|
3.17K
$81.2K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
541+ 3.5% |
$14.9K - $19.2K
|
16K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-72- 11.08% |
$1.98K - $2.56K
|
578
$14.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-8.71K- 48.53% |
$240K - $309K
|
9.24K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 10.55% |
$35.9K - $46.3K
|
11.1K
$284K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.6K- 47.78% |
$209K - $270K
|
8.3K
$213K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.69K- 92.66% |
$74K - $95.4K
|
213
$5.46K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.81K- 47.67% |
$188K - $242K
|
7.48K
$192K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50- 0.51% |
$1.38K - $1.77K
|
9.79K
$251K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 78.18% |
$1.18K - $1.53K
|
12
$308
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
107KNew |
$2.95M - $3.8M
|
107K
$2.74M
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
600+ 200.0% |
$17K - $22K
|
900
$23.1K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
223New |
$6.33K - $8.19K
|
223
$5.72K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
230New |
$6.53K - $8.45K
|
230
$5.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$240K - $310K
|
8.45K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2New |
$56.7 - $73.5
|
2
$51.3
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29New |
$823 - $1.07K
|
29
$744
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.38K- 15.85% |
$67.5K - $87.4K
|
12.6K
$324K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-119- 22.93% |
$3.38K - $4.37K
|
400
$10.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53- 0.74% |
$1.5K - $1.95K
|
7.07K
$181K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 4.55% |
$36.6 - $49.8
|
23
$590
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1New |
$36.6 - $49.8
|
1
$25.7
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.02KNew |
$220K - $300K
|
6.02K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.78K+ 26.41% |
$102K - $139K
|
13.3K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-385Closed |
$14.1K - $19.2K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-89- 19.91% |
$3.25K - $4.44K
|
358
$9.18K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-400- 6.38% |
$14.6K - $19.9K
|
5.87K
$151K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$11K - $15K
|
300
$7.7K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-20.2K- 51.78% |
$738K - $1.01M
|
18.8K
$483K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
77.9K+ 1274.38% |
$2.85M - $3.88M
|
84K
$2.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 36.23% |
$37.3K - $50.8K
|
1.8K
$46K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25New |
$914 - $1.25K
|
25
$641
|
|
|
Oct 13, 2023
Q3 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-46.8K- 46.44% |
$1.71M - $2.33M
|
54K
$1.38M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.45K- 42.3% |
$381K - $440K
|
12.9K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45- 18.37% |
$1.81K - $2.1K
|
200
$5.13K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5+ 0.1% |
$202 - $233
|
5.09K
$130K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-32- 5.06% |
$1.29K - $1.49K
|
600
$15.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
165New |
$6.65K - $7.68K
|
165
$4.23K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
7New |
$282 - $326
|
7
$180
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-529- 9.51% |
$21.3K - $24.6K
|
5.04K
$129K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8.25K- 95.37% |
$332K - $384K
|
400
$10.3K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-115K- 99.84% |
$4.93M - $6.23M
|
180
$4.62K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-22.6KClosed |
$970K - $1.23M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
139+ 17.12% |
$5.96K - $7.54K
|
951
$24.4K
|
|