Purchases and Sales Made in Q2 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.72MNew |
$231M - $266M
|
5.72M
$151M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 83.92% |
$7.22M - $8.34M
|
393K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 309.84% |
$4.71M - $5.44M
|
155K
$4.08M
|
|
Jul 21, 2023
Q2 2023
|
Dudley & Shanley, Inc.
|
BUY
|
- |
48.8K+ 93.66% |
$1.97M - $2.27M
|
101K
$2.66M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48.7K+ 27071.11% |
$1.96M - $2.27M
|
48.9K
$1.29M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
41.9K+ 60.4% |
$1.69M - $1.95M
|
111K
$2.94M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.1KNew |
$1.09M - $1.26M
|
27.1K
$715K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.5KNew |
$503K - $581K
|
12.5K
$329K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.51K+ 17.53% |
$303K - $350K
|
50.3K
$1.33M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.25K+ 86.84% |
$292K - $338K
|
15.6K
$412K
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5KNew |
$202K - $233K
|
5K
$132K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34K+ 3.59% |
$135K - $156K
|
96.5K
$2.54M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.57K+ 26.06% |
$104K - $120K
|
12.4K
$328K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.86K+ 6.86% |
$75K - $86.6K
|
29K
$764K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
659+ 10.5% |
$26.6K - $30.7K
|
6.93K
$183K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
495+ 4.93% |
$20K - $23.1K
|
10.5K
$278K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
466+ 1.67% |
$18.8K - $21.7K
|
28.4K
$748K
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
402+ 2.02% |
$16.2K - $18.7K
|
20.3K
$536K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
385New |
$15.5K - $17.9K
|
385
$10.2K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
293+ 12.25% |
$11.8K - $13.6K
|
2.69K
$70.8K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220+ 13.46% |
$8.87K - $10.2K
|
1.86K
$48.9K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
165New |
$6.65K - $7.68K
|
165
$4.35K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
130+ 0.69% |
$5.24K - $6.05K
|
19K
$501K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
118New |
$4.76K - $5.5K
|
118
$3.11K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
95+ 0.6% |
$3.83K - $4.42K
|
15.9K
$420K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
91+ 25.56% |
$3.67K - $4.24K
|
447
$11.8K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23New |
$927 - $1.07K
|
23
$607
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
7New |
$282 - $326
|
7
$185
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5+ 0.1% |
$202 - $233
|
5.09K
$134K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.16% |
$121 - $140
|
1.92K
$50.6K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.01% |
$80.6 - $93.1
|
16.7K
$441K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.02% |
$121 - $140
|
14.7K
$389K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-25- 0.23% |
$1.01K - $1.16K
|
10.6K
$280K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-32- 5.06% |
$1.29K - $1.49K
|
600
$15.8K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45- 18.37% |
$1.81K - $2.1K
|
200
$5.27K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-100- 13.33% |
$4.03K - $4.66K
|
650
$17.1K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-108- 1.76% |
$4.35K - $5.03K
|
6.01K
$159K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-189- 1.36% |
$7.62K - $8.8K
|
13.7K
$362K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-529- 9.51% |
$21.3K - $24.6K
|
5.04K
$133K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-571- 6.15% |
$23K - $26.6K
|
8.71K
$230K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.35K- 17.72% |
$54.4K - $62.9K
|
6.27K
$165K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.79K- 16.14% |
$72K - $83.1K
|
9.28K
$245K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.82K- 8.4% |
$73.2K - $84.5K
|
19.8K
$522K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-3.71K- 8.68% |
$149K - $173K
|
39K
$1.03M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.78K- 24.1% |
$152K - $176K
|
11.9K
$314K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.07K- 19.42% |
$164K - $189K
|
16.9K
$445K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.58K- 7.93% |
$185K - $213K
|
53.2K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.93K- 4.16% |
$199K - $230K
|
114K
$3M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.04K- 18.63% |
$243K - $281K
|
26.4K
$696K
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-6.15K- 68.6% |
$248K - $286K
|
2.82K
$74.2K
|