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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.12K- 6.86% |
$54.3K - $59.2K
|
15.1K
$731K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-935- 29.68% |
$45.5K - $49.6K
|
2.22K
$107K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-80- 1.61% |
$3.89K - $4.24K
|
4.89K
$236K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
20New |
$973 - $1.06K
|
20
$965
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
172New |
$8.37K - $9.13K
|
172
$8.3K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 0.55% |
$49.1K - $53.6K
|
184K
$8.89M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
400New |
$19.5K - $21.2K
|
400
$19.3K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
39+ 1.89% |
$1.9K - $2.07K
|
2.1K
$101K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.91KNew |
$92.7K - $101K
|
1.91K
$91.9K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.94K+ 84.18% |
$241K - $262K
|
10.8K
$522K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 28.09% |
$93.9K - $102K
|
8.8K
$424K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
155New |
$7.54K - $8.22K
|
155
$7.48K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
260New |
$12.6K - $13.8K
|
260
$12.5K
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
3.85KNew |
$187K - $204K
|
3.85K
$186K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.18K- 24.15% |
$57.2K - $62.3K
|
3.69K
$178K
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
190+ 10.5% |
$9.24K - $10.1K
|
2K
$96.5K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.53K+ 9.81% |
$74.2K - $80.9K
|
17.1K
$823K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.59K+ 8.15% |
$223K - $244K
|
60.9K
$2.94M
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.3K- 3.55% |
$63.2K - $69K
|
35.3K
$1.7M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.4K+ 42.7% |
$117K - $127K
|
8.02K
$387K
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
7.37KNew |
$358K - $391K
|
7.37K
$355K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.6K+ 23.94% |
$516K - $563K
|
54.9K
$2.65M
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
9.84K+ 6.49% |
$479K - $522K
|
161K
$7.78M
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.39K+ 8.6% |
$262K - $286K
|
68.1K
$3.28M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-61- 3.97% |
$2.97K - $3.24K
|
1.47K
$71.1K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
60+ 1.37% |
$2.92K - $3.18K
|
4.42K
$213K
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-9.44K- 59.91% |
$459K - $501K
|
6.32K
$305K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 2.1% |
$60.5K - $66K
|
58.1K
$2.8M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
100+ 0.94% |
$4.87K - $5.31K
|
10.8K
$518K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.71K- 25.02% |
$181K - $197K
|
11.1K
$537K
|
|
Apr 24, 2025
Q1 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
PUT |
50KNew |
$2.43M - $2.65M
|
50K
$2.41M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.8KNew |
$623K - $679K
|
12.8K
$617K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.8K- 73.02% |
$282K - $307K
|
2.14K
$103K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
109New |
$5.3K - $5.78K
|
109
$5.26K
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
1.2K+ 22.15% |
$58.4K - $63.7K
|
6.62K
$319K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-237- 2.26% |
$11.5K - $12.6K
|
10.2K
$494K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-663- 31.63% |
$32.3K - $35.2K
|
1.43K
$69.1K
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
PUT |
20KNew |
$973K - $1.06M
|
20K
$965K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.97K+ 404.18% |
$193K - $211K
|
4.95K
$239K
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.68K+ 57.16% |
$130K - $142K
|
7.36K
$355K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.7KNew |
$521K - $569K
|
10.7K
$517K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-9- 2.46% |
$438 - $478
|
357
$17.2K
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.04KNew |
$196K - $214K
|
4.04K
$195K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-650- 5.51% |
$31.6K - $34.5K
|
11.2K
$538K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
26New |
$1.26K - $1.38K
|
26
$1.25K
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-125- 2.92% |
$6.08K - $6.63K
|
4.16K
$201K
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.5KNew |
$559K - $610K
|
11.5K
$555K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4+ 2.08% |
$195 - $212
|
196
$9.45K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
91+ 1.29% |
$4.43K - $4.83K
|
7.14K
$344K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 12.5% |
$12.2K - $13.3K
|
1.75K
$84.4K
|