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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$214 - $271
|
5
$128
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
49New |
$2.1K - $2.66K
|
49
$1.26K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
781New |
$33.5K - $42.3K
|
781
$20K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$214 - $271
|
5
$128
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.81K- 28.84% |
$77.7K - $98.2K
|
4.47K
$115K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 16.95% |
$2.14K - $2.71K
|
245
$6.28K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-164- 61.65% |
$7.03K - $8.89K
|
102
$2.62K
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.72K- 10.87% |
$117K - $147K
|
22.3K
$572K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-108- 2.23% |
$4.77K - $6.39K
|
4.74K
$121K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
535New |
$23.6K - $31.7K
|
535
$13.7K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.37KClosed |
$281K - $377K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-540- 9.51% |
$23.8K - $32K
|
5.14K
$132K
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.46K- 23.9% |
$64.6K - $86.6K
|
4.66K
$120K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 2.7% |
$44.1 - $59.2
|
38
$975
|
|
Q3 2022 | |||||||
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$1.47K - $2.02K
|
30
$770
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.2% |
$48.8 - $67.3
|
504
$12.9K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76KNew |
$183K - $253K
|
3.76K
$96.3K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.3KNew |
$1.19M - $1.64M
|
24.3K
$624K
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-818- 17.94% |
$40K - $55.1K
|
3.74K
$96K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
52New |
$2.54K - $3.5K
|
52
$1.33K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$1.22K - $1.68K
|
25
$641
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66K- 91.08% |
$3.22M - $4.44M
|
6.46K
$166K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
183New |
$8.94K - $12.3K
|
183
$4.69K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 0.11% |
$87.6 - $130
|
1.82K
$46.8K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.42KClosed |
$150K - $222K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20New |
$876 - $1.3K
|
20
$513
|
|
Aug 09, 2022
Q2 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-88K- 6.71% |
$3.85M - $5.72M
|
1.22M
$31.4M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.45KClosed |
$151K - $224K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-396Closed |
$17.3K - $25.8K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
18New |
$788 - $1.17K
|
18
$462
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-200Closed |
$8.76K - $13K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.86KClosed |
$213K - $316K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.51KClosed |
$154K - $229K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-234- 66.86% |
$10.2K - $15.2K
|
116
$2.98K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10Closed |
$438 - $651
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-11KClosed |
$481K - $715K
|
0
$0
|
|
Q1 2022 | |||||||
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-33Closed |
$1.6K - $2.16K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-600Closed |
$29.2K - $39.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-260Closed |
$12.6K - $17K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.9KNew |
$1.79M - $2.41M
|
36.9K
$945K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35Closed |
$1.7K - $2.29K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.3KClosed |
$258K - $347K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.55KClosed |
$318K - $429K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-8- 80.0% |
$389 - $524
|
2
$51.3
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.57KClosed |
$173K - $234K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 50.0% |
$4.86K - $6.55K
|
100
$2.57K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-291- 63.26% |
$14.1K - $19.1K
|
169
$4.33K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-40.4KClosed |
$1.96M - $2.65M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.44KClosed |
$216K - $291K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-500Closed |
$24.3K - $32.8K
|
0
$0
|