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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
431New |
$17.5K - $19.1K
|
431
$20.5K
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
135+ 2.24% |
$5.47K - $5.98K
|
6.16K
$294K
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.95KNew |
$241K - $264K
|
5.95K
$284K
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-255- 4.25% |
$10.3K - $11.3K
|
5.75K
$274K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.57KNew |
$104K - $114K
|
2.57K
$122K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-118- 2.05% |
$4.78K - $5.23K
|
5.64K
$269K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
108New |
$4.37K - $4.78K
|
108
$5.15K
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
18.9KNew |
$763K - $835K
|
18.9K
$898K
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.9KNew |
$440K - $482K
|
10.9K
$518K
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
2.4K+ 25.67% |
$97.2K - $106K
|
11.8K
$560K
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.95KNew |
$362K - $396K
|
8.95K
$426K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15New |
$607 - $665
|
15
$715
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
589+ 15.94% |
$23.8K - $26.1K
|
4.28K
$204K
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
19.1KNew |
$773K - $846K
|
19.1K
$909K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$769 - $842
|
19
$905
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-31- 17.42% |
$1.26K - $1.37K
|
147
$7K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-327- 44.98% |
$13.2K - $14.5K
|
400
$19.1K
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
46.4K+ 5.25% |
$1.88M - $2.06M
|
932K
$44.4M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.14KNew |
$208K - $228K
|
5.14K
$245K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-4.38K- 95.22% |
$177K - $194K
|
220
$10.5K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
913New |
$37K - $40.4K
|
913
$43.5K
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.22KNew |
$211K - $231K
|
5.22K
$248K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.55K- 9.87% |
$265K - $290K
|
59.8K
$2.85M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$3.24K - $3.54K
|
80
$3.81K
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.31K- 26.18% |
$93.5K - $102K
|
6.51K
$310K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.87KNew |
$238K - $260K
|
5.87K
$280K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-800- 11.48% |
$32.4K - $35.4K
|
6.17K
$294K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
70+ 1.07% |
$2.83K - $3.1K
|
6.63K
$316K
|
|
Q3 2023 | |||||||
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-710Closed |
$27.8K - $30.2K
|
0
$0
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-450- 6.98% |
$17.6K - $19.1K
|
6K
$286K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 86.21% |
$19.6K - $21.2K
|
80
$3.81K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
177New |
$6.94K - $7.52K
|
177
$8.43K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
64+ 1.87% |
$2.51K - $2.72K
|
3.48K
$166K
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
314+ 2.57% |
$12.3K - $13.3K
|
12.5K
$598K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 33.33% |
$39.2 - $42.5
|
4
$191
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
72.4KNew |
$2.84M - $3.08M
|
72.4K
$3.45M
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-70- 41.18% |
$2.74K - $2.97K
|
100
$4.77K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
44.9KNew |
$1.76M - $1.91M
|
44.9K
$2.14M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167- 56.61% |
$6.55K - $7.09K
|
128
$6.1K
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1K+ 15.38% |
$39.2K - $42.5K
|
7.5K
$357K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-278- 81.29% |
$10.9K - $11.8K
|
64
$3.05K
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-750- 2.53% |
$29.4K - $31.9K
|
28.9K
$1.38M
|
|
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
$7.7M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
6.01KNew |
$236K - $255K
|
6.01K
$286K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
308New |
$12.1K - $13.1K
|
308
$14.7K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.94KNew |
$194K - $210K
|
4.94K
$235K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.7KNew |
$1.05M - $1.13M
|
26.7K
$1.27M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
7.88KNew |
$309K - $335K
|
7.88K
$376K
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 1.57% |
$3.92K - $4.25K
|
6.28K
$299K
|