Latest Institutional Transactions on Alps ETF Tr Alerian Mlp ETF (AMLP)
This table provides information on the latest institutional transactions involving Alps ETF Tr Alerian Mlp ETF (AMLP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.57K- 15.78% |
$76.2K - $83.1K
|
8.36K
$410K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-9- 2.46% |
$438 - $478
|
357
$17.5K
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.01K- 6.12% |
$49.3K - $53.7K
|
15.5K
$762K
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-35- 0.09% |
$1.7K - $1.86K
|
38.7K
$1.9M
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
63.1K+ 41.19% |
$3.07M - $3.35M
|
216K
$10.6M
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.04KNew |
$196K - $214K
|
4.04K
$198K
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
886+ 10.39% |
$43.1K - $47K
|
9.41K
$462K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-38.2K- 30.41% |
$1.86M - $2.03M
|
87.3K
$4.29M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
200+ 1111.11% |
$9.73K - $10.6K
|
218
$10.7K
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
17.1K+ 54.92% |
$832K - $907K
|
48.2K
$2.37M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-650- 5.51% |
$31.6K - $34.5K
|
11.2K
$547K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
26New |
$1.26K - $1.38K
|
26
$1.28K
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-89- 1.14% |
$4.33K - $4.72K
|
7.7K
$378K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-188- 2.2% |
$9.15K - $9.98K
|
8.35K
$410K
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-125- 2.92% |
$6.08K - $6.63K
|
4.16K
$204K
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.5KNew |
$559K - $610K
|
11.5K
$565K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31.4KNew |
$1.53M - $1.67M
|
31.4K
$1.54M
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
46+ 0.97% |
$2.24K - $2.44K
|
4.78K
$235K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4+ 2.08% |
$195 - $212
|
196
$9.62K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
91+ 1.29% |
$4.43K - $4.83K
|
7.14K
$351K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 12.5% |
$12.2K - $13.3K
|
1.75K
$85.9K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-378- 48.09% |
$18.4K - $20.1K
|
408
$20K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.9KNew |
$190K - $207K
|
3.9K
$191K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
80+ 1.55% |
$3.89K - $4.24K
|
5.23K
$257K
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
149+ 1.7% |
$7.25K - $7.91K
|
8.9K
$437K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
40+ 0.08% |
$1.95K - $2.12K
|
48.1K
$2.36M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
9K+ 71.47% |
$438K - $477K
|
21.6K
$1.06M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
87+ 1.42% |
$4.23K - $4.62K
|
6.2K
$304K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.95KNew |
$192K - $210K
|
3.95K
$194K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
13.9KNew |
$677K - $738K
|
13.9K
$683K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.6K+ 354.18% |
$1.34M - $1.47M
|
35.4K
$1.74M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.91K+ 19.86% |
$239K - $260K
|
29.6K
$1.45M
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.2KNew |
$302K - $329K
|
6.2K
$304K
|
|
Q4 2024 | |||||||
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
8.74KNew |
$406K - $448K
|
8.74K
$429K
|
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
5.97KNew |
$277K - $306K
|
5.97K
$293K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
379+ 0.06% |
$17.6K - $19.5K
|
676K
$33.2M
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
4.83KNew |
$225K - $248K
|
4.83K
$237K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
133New |
$6.18K - $6.83K
|
133
$6.53K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-811- 97.01% |
$37.7K - $41.6K
|
25
$1.23K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
299+ 1.52% |
$13.9K - $15.3K
|
20K
$982K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
91New |
$4.23K - $4.67K
|
91
$4.47K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.65KNew |
$76.5K - $84.5K
|
1.65K
$80.8K
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.22KNew |
$243K - $268K
|
5.22K
$256K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-211- 0.77% |
$9.81K - $10.8K
|
27.4K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.66KNew |
$356K - $393K
|
7.66K
$376K
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-850- 8.95% |
$39.5K - $43.6K
|
8.65K
$425K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-454- 6.51% |
$21.1K - $23.3K
|
6.52K
$320K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
37.5KNew |
$1.74M - $1.92M
|
37.5K
$1.84M
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.13KNew |
$239K - $263K
|
5.13K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5.2K+ 35.86% |
$242K - $267K
|
19.7K
$967K
|