Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.59K- 6.97% |
$69.6K - $103K
|
21.2K
$560K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.69K- 19.98% |
$74K - $110K
|
6.77K
$178K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.73K- 0.88% |
$75.7K - $112K
|
194K
$5.12M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.73K- 0.88% |
$75.7K - $112K
|
194K
$5.12M
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-2.64K- 6.73% |
$116K - $172K
|
36.6K
$965K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3K- 20.31% |
$131K - $195K
|
11.8K
$310K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.42KClosed |
$150K - $222K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.45KClosed |
$151K - $224K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.51KClosed |
$154K - $229K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.76KClosed |
$164K - $244K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.96K- 30.94% |
$173K - $258K
|
8.84K
$233K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.56KClosed |
$200K - $296K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.8K- 6.21% |
$210K - $312K
|
72.4K
$1.91M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.86KClosed |
$213K - $316K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.13K- 28.88% |
$268K - $399K
|
15.1K
$398K
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-11KClosed |
$481K - $715K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.4K- 48.79% |
$500K - $743K
|
12K
$316K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.8K- 18.24% |
$648K - $962K
|
66.3K
$1.75M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-36K- 83.62% |
$1.57M - $2.34M
|
7.05K
$186K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.9K- 66.78% |
$2.19M - $3.25M
|
24.8K
$655K
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-51.9K- 53.28% |
$2.27M - $3.38M
|
45.5K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-76.5K- 76.0% |
$3.35M - $4.97M
|
24.2K
$637K
|
|
Aug 09, 2022
Q2 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-88K- 6.71% |
$3.85M - $5.72M
|
1.22M
$32.2M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-135K- 93.47% |
$5.91M - $8.79M
|
9.44K
$249K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-306K- 4.86% |
$13.4M - $19.9M
|
5.99M
$158M
|