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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.31K- 26.18% |
$93.5K - $102K
|
6.51K
$313K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.87KNew |
$238K - $260K
|
5.87K
$283K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
606+ 12.57% |
$24.5K - $26.8K
|
5.43K
$261K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-800- 11.48% |
$32.4K - $35.4K
|
6.17K
$297K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.37K- 5.65% |
$55.6K - $60.8K
|
22.9K
$1.1M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
70+ 1.07% |
$2.83K - $3.1K
|
6.63K
$319K
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.19KNew |
$250K - $274K
|
6.19K
$298K
|
|
Q3 2023 | |||||||
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-450- 6.98% |
$17.6K - $19.1K
|
6K
$289K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.73K+ 39.85% |
$67.7K - $73.3K
|
6.06K
$292K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.26KClosed |
$206K - $223K
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 86.21% |
$19.6K - $21.2K
|
80
$3.85K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
177New |
$6.94K - $7.52K
|
177
$8.53K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
64+ 1.87% |
$2.51K - $2.72K
|
3.48K
$168K
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
314+ 2.57% |
$12.3K - $13.3K
|
12.5K
$604K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 33.33% |
$39.2 - $42.5
|
4
$193
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
72.4KNew |
$2.84M - $3.08M
|
72.4K
$3.49M
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-70- 41.18% |
$2.74K - $2.97K
|
100
$4.82K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
44.9KNew |
$1.76M - $1.91M
|
44.9K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167- 56.61% |
$6.55K - $7.09K
|
128
$6.17K
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1K+ 15.38% |
$39.2K - $42.5K
|
7.5K
$361K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-278- 81.29% |
$10.9K - $11.8K
|
64
$3.08K
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5KNew |
$196K - $212K
|
5K
$241K
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-750- 2.53% |
$29.4K - $31.9K
|
28.9K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
79.5K+ 96.81% |
$3.12M - $3.37M
|
162K
$7.78M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
6.01KNew |
$236K - $255K
|
6.01K
$289K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
308New |
$12.1K - $13.1K
|
308
$14.8K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.94KNew |
$194K - $210K
|
4.94K
$238K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.7KNew |
$1.05M - $1.13M
|
26.7K
$1.28M
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-366- 1.8% |
$14.3K - $15.5K
|
20K
$962K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
7.88KNew |
$309K - $335K
|
7.88K
$380K
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 1.57% |
$3.92K - $4.25K
|
6.28K
$303K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
88K+ 22.89% |
$3.45M - $3.74M
|
472K
$22.8M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-595- 5.85% |
$23.3K - $25.3K
|
9.57K
$461K
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2K- 28.37% |
$78.4K - $84.9K
|
5.05K
$243K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.26KNew |
$206K - $224K
|
5.26K
$254K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.2K- 38.22% |
$47K - $51K
|
1.94K
$93.4K
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.47K- 13.42% |
$57.7K - $62.6K
|
9.5K
$458K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.58K+ 2.86% |
$101K - $109K
|
92.6K
$4.46M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-641- 11.47% |
$25.1K - $27.2K
|
4.95K
$238K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
287New |
$11.3K - $12.2K
|
287
$13.8K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-300- 12.3% |
$11.8K - $12.7K
|
2.14K
$103K
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
700+ 13.86% |
$27.4K - $29.7K
|
5.75K
$277K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-951- 11.67% |
$37.3K - $40.4K
|
7.2K
$347K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-6.68K- 43.63% |
$262K - $284K
|
8.64K
$416K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
149+ 149.0% |
$5.84K - $6.33K
|
249
$12K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
5.77KNew |
$226K - $245K
|
5.77K
$278K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-36.7K- 78.92% |
$1.44M - $1.56M
|
9.8K
$472K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
242New |
$9.49K - $10.3K
|
242
$11.7K
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27KNew |
$1.06M - $1.15M
|
27K
$1.3M
|