Latest Institutional Purchases of Alps ETF Tr Clean Energy ETF (ACES)
This list provides information on the latest institutional transactions involving Alps ETF Tr Clean Energy ETF (ACES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
781New |
$33.5K - $42.3K
|
781
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
139+ 17.12% |
$5.96K - $7.54K
|
951
$26.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
49New |
$2.1K - $2.66K
|
49
$1.34K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$214 - $271
|
5
$137
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$214 - $271
|
5
$137
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
535New |
$23.6K - $31.7K
|
535
$14.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 2.7% |
$44.1 - $59.2
|
38
$1.04K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.3KNew |
$1.19M - $1.64M
|
24.3K
$667K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76KNew |
$183K - $253K
|
3.76K
$103K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
183New |
$8.94K - $12.3K
|
183
$5.02K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
52New |
$2.54K - $3.5K
|
52
$1.43K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$1.47K - $2.02K
|
30
$823
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$1.22K - $1.68K
|
25
$686
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.2% |
$48.8 - $67.3
|
504
$13.8K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20New |
$876 - $1.3K
|
20
$548
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
18New |
$788 - $1.17K
|
18
$494
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.9KNew |
$1.79M - $2.41M
|
36.9K
$1.01M
|
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5K+ 50.0% |
$243K - $328K
|
15K
$411K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
250New |
$15.4K - $20.5K
|
250
$6.86K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
200New |
$13.1K - $15.1K
|
200
$5.48K
|
|
| Q1 2021 | |||||||
|
Aug 06, 2024
Q1 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
150New |
$10.6K - $15K
|
150
$4.11K
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
11+ 366.67% |
$779 - $1.1K
|
14
$384
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$151K - $219K
|
2.73K
$74.9K
|
|