Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
229K+ 454.84% |
$11.2M - $15.4M
|
279K
$7.37M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 71.85% |
$6.81M - $9.39M
|
333K
$8.79M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50.8K+ 0.85% |
$2.48M - $3.42M
|
6.04M
$159M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.4K+ 117.8% |
$1.39M - $1.92M
|
52.6K
$1.39M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
27.2K+ 32.75% |
$1.33M - $1.83M
|
110K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.3KNew |
$1.19M - $1.64M
|
24.3K
$642K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
16.4K+ 86.56% |
$801K - $1.1M
|
35.3K
$932K
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 784.23% |
$498K - $687K
|
11.5K
$303K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.59K+ 64.45% |
$371K - $511K
|
19.4K
$511K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.31KNew |
$357K - $492K
|
7.31K
$193K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.97KNew |
$243K - $335K
|
4.97K
$131K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.95K+ 93.91% |
$242K - $333K
|
10.2K
$269K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76KNew |
$183K - $253K
|
3.76K
$99K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.67K+ 41.52% |
$179K - $247K
|
12.5K
$330K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.14K+ 20.21% |
$153K - $212K
|
18.7K
$493K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.45K+ 20.45% |
$120K - $165K
|
14.4K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.79K+ 3.57% |
$87.2K - $120K
|
51.8K
$1.37M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 4.1% |
$49.8K - $68.6K
|
25.9K
$682K
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
813+ 2.22% |
$39.7K - $54.7K
|
37.4K
$986K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
715+ 13.22% |
$34.9K - $48.1K
|
6.13K
$162K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
638+ 6.76% |
$31.2K - $43K
|
10.1K
$266K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
518+ 141.92% |
$25.3K - $34.9K
|
883
$23.3K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
479+ 266.11% |
$23.4K - $32.3K
|
659
$17.4K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
275New |
$13.4K - $18.5K
|
275
$7.25K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
231New |
$11.3K - $15.6K
|
231
$6.09K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
183New |
$8.94K - $12.3K
|
183
$4.83K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55+ 1.15% |
$2.69K - $3.7K
|
4.84K
$128K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
52New |
$2.54K - $3.5K
|
52
$1.37K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
47+ 0.22% |
$2.3K - $3.16K
|
21.5K
$567K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$1.47K - $2.02K
|
30
$791
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$1.22K - $1.68K
|
25
$659
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3+ 0.07% |
$147 - $202
|
4.59K
$121K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.28% |
$48.8 - $67.3
|
354
$9.33K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.2% |
$48.8 - $67.3
|
504
$13.3K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-76- 1.32% |
$3.71K - $5.12K
|
5.68K
$150K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-114- 12.61% |
$5.57K - $7.68K
|
790
$20.8K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-153- 2.26% |
$7.47K - $10.3K
|
6.61K
$174K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-199- 2.45% |
$9.72K - $13.4K
|
7.91K
$209K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-238- 3.55% |
$11.6K - $16K
|
6.46K
$170K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-269- 1.37% |
$13.1K - $18.1K
|
19.3K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-401- 3.5% |
$19.6K - $27K
|
11.1K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-515- 7.48% |
$25.2K - $34.7K
|
6.37K
$168K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-782- 1.72% |
$38.2K - $52.7K
|
44.8K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-818- 17.94% |
$40K - $55.1K
|
3.74K
$98.7K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.01K- 10.91% |
$49.3K - $68K
|
8.25K
$217K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 1.15% |
$49.9K - $68.8K
|
87.9K
$2.32M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 4.71% |
$52.9K - $73K
|
21.9K
$578K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35K- 38.41% |
$65.9K - $90.9K
|
2.17K
$57.1K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.4K- 19.82% |
$68.2K - $94K
|
5.65K
$149K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.49K- 7.03% |
$72.9K - $101K
|
19.7K
$520K
|