Purchases and Sales Made in Q1 2022 in Alps ETF Tr Clean Energy ETF (ACES)
This table provides information about the institutional ownership of Alps ETF Tr Clean Energy ETF (ACES) during Q1 2022. The information is specifically focused on institutions that hold shares of ALPS ETF TR CLEAN ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
101KNew |
$4.89M - $6.59M
|
101K
$2.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
99.8KNew |
$4.85M - $6.54M
|
99.8K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.9KNew |
$1.79M - $2.41M
|
36.9K
$972K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.8K+ 14.96% |
$914K - $1.23M
|
144K
$3.81M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 22.69% |
$717K - $966K
|
79.7K
$2.1M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
13.3K+ 15.82% |
$647K - $872K
|
97.5K
$2.57M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
11.7KNew |
$570K - $768K
|
11.7K
$309K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.9K+ 0.17% |
$530K - $714K
|
6.3M
$166M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.52KNew |
$365K - $492K
|
7.52K
$198K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.38K+ 10.94% |
$358K - $483K
|
74.8K
$1.97M
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.17KNew |
$251K - $339K
|
5.17K
$136K
|
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5K+ 50.0% |
$243K - $328K
|
15K
$396K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.56KNew |
$221K - $298K
|
4.56K
$120K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 21.76% |
$200K - $269K
|
23K
$606K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.09KNew |
$199K - $268K
|
4.09K
$108K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76KNew |
$182K - $246K
|
3.76K
$99K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.51KNew |
$171K - $230K
|
3.51K
$92.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
3.14K+ 19.49% |
$152K - $205K
|
19.2K
$507K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.94K+ 48.08% |
$143K - $193K
|
9.06K
$239K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
2.93K+ 7.3% |
$142K - $192K
|
43K
$1.13M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.77KNew |
$135K - $181K
|
2.77K
$73K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73K+ 0.89% |
$84K - $113K
|
196K
$5.16M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
1.44K+ 41.86% |
$69.7K - $94K
|
4.86K
$128K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$63.2K - $85.2K
|
1.3K
$34.3K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 11.2% |
$60.5K - $81.5K
|
12.4K
$326K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 5.81% |
$56.6K - $76.3K
|
21.2K
$560K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 8.35% |
$55.4K - $74.6K
|
14.8K
$390K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09K+ 15.09% |
$53.2K - $71.7K
|
8.34K
$220K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
805+ 20.69% |
$39.1K - $52.7K
|
4.7K
$124K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
745+ 5.18% |
$36.2K - $48.8K
|
15.1K
$399K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
500+ 125.0% |
$24.3K - $32.8K
|
900
$23.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
396New |
$19.2K - $25.9K
|
396
$10.4K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
392+ 8.96% |
$19.1K - $25.7K
|
4.77K
$126K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
365New |
$17.7K - $23.9K
|
365
$9.63K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
340+ 4.19% |
$16.5K - $22.3K
|
8.46K
$223K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
329+ 18.9% |
$16K - $21.5K
|
2.07K
$54.6K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250New |
$12.2K - $16.4K
|
250
$6.59K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
197+ 0.8% |
$9.57K - $12.9K
|
24.7K
$652K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
185+ 67.27% |
$8.99K - $12.1K
|
460
$12.1K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22New |
$1.07K - $1.44K
|
22
$580
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18+ 1.0% |
$875 - $1.18K
|
1.83K
$48.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13+ 59.09% |
$632 - $852
|
35
$923
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9New |
$437 - $590
|
9
$237
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-8- 80.0% |
$389 - $524
|
2
$52.7
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10- 0.2% |
$486 - $655
|
4.89K
$129K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20Closed |
$972 - $1.31K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-33Closed |
$1.6K - $2.16K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35Closed |
$1.7K - $2.29K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-62Closed |
$3.01K - $4.06K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-81Closed |
$3.94K - $5.31K
|
0
$0
|