Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 8.81% |
$75.2K - $101K
|
17.7K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.77K- 18.53% |
$122K - $164K
|
12.2K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.9K- 15.03% |
$128K - $172K
|
16.4K
$433K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.19K- 45.76% |
$141K - $189K
|
3.78K
$99.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.46K- 9.78% |
$153K - $205K
|
31.9K
$841K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.66K- 45.57% |
$206K - $276K
|
5.56K
$147K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.82K- 9.1% |
$257K - $345K
|
58.2K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.37KClosed |
$281K - $377K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.85K- 93.64% |
$302K - $405K
|
465
$12.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-14.3K- 38.24% |
$631K - $846K
|
23.1K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-134K- 40.26% |
$5.92M - $7.94M
|
199K
$5.25M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-164K- 2.69% |
$7.22M - $9.69M
|
5.92M
$156M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.83M- 96.55% |
$257M - $345M
|
208K
$5.5M
|