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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
88K+ 22.89% |
$3.45M - $3.74M
|
472K
$22.5M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-595- 5.85% |
$23.3K - $25.3K
|
9.57K
$456K
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2K- 28.37% |
$78.4K - $84.9K
|
5.05K
$241K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.26KNew |
$206K - $224K
|
5.26K
$251K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.2K- 38.22% |
$47K - $51K
|
1.94K
$92.4K
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.47K- 13.42% |
$57.7K - $62.6K
|
9.5K
$453K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.58K+ 2.86% |
$101K - $109K
|
92.6K
$4.41M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-641- 11.47% |
$25.1K - $27.2K
|
4.95K
$236K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
287New |
$11.3K - $12.2K
|
287
$13.7K
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
700+ 13.86% |
$27.4K - $29.7K
|
5.75K
$274K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-951- 11.67% |
$37.3K - $40.4K
|
7.2K
$343K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-6.68K- 43.63% |
$262K - $284K
|
8.64K
$411K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
149+ 149.0% |
$5.84K - $6.33K
|
249
$11.9K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
5.77KNew |
$226K - $245K
|
5.77K
$275K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
242New |
$9.49K - $10.3K
|
242
$11.5K
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27KNew |
$1.06M - $1.15M
|
27K
$1.29M
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
5.21KNew |
$204K - $221K
|
5.21K
$248K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
52New |
$2.04K - $2.21K
|
52
$2.48K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
5.25KNew |
$206K - $223K
|
5.25K
$250K
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.06K+ 2.06% |
$80.7K - $87.4K
|
102K
$4.86M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
382+ 6.7% |
$15K - $16.2K
|
6.08K
$290K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
50New |
$1.96K - $2.12K
|
50
$2.38K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$1.03M - $1.12M
|
26.3K
$1.25M
|
|
Q2 2023 | |||||||
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-77Closed |
$2.87K - $3.06K
|
0
$0
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
325New |
$12.1K - $12.9K
|
325
$15.5K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
83New |
$3.1K - $3.29K
|
83
$3.95K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
25KNew |
$933K - $992K
|
25K
$1.19M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
395New |
$14.7K - $15.7K
|
395
$18.8K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58KNew |
$59K - $62.8K
|
1.58K
$75.4K
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.1K- 53.39% |
$415K - $441K
|
9.7K
$462K
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-12.6K- 54.91% |
$469K - $499K
|
10.3K
$492K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-71- 15.07% |
$2.65K - $2.82K
|
400
$19.1K
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
400New |
$14.9K - $15.9K
|
400
$19.1K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130- 82.28% |
$4.85K - $5.16K
|
28
$1.33K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.34K+ 4.81% |
$50K - $53.1K
|
29.2K
$1.39M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
51.8KNew |
$1.93M - $2.06M
|
51.8K
$2.47M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5.57KNew |
$208K - $221K
|
5.57K
$266K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
17New |
$634 - $675
|
17
$810
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-153Closed |
$5.71K - $6.07K
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 1.16% |
$336 - $357
|
784
$37.4K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 2.0% |
$74.6 - $79.4
|
102
$4.86K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
11.2KNew |
$418K - $445K
|
11.2K
$534K
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.56K- 22.69% |
$58.2K - $62K
|
5.32K
$253K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17.9K- 1.72% |
$669K - $712K
|
1.02M
$48.8M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
300New |
$11.2K - $11.9K
|
300
$14.3K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.91KNew |
$146K - $155K
|
3.91K
$186K
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-58.8K- 56.13% |
$2.19M - $2.33M
|
45.9K
$2.19M
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
3KNew |
$112K - $119K
|
3K
$143K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
800New |
$29.8K - $31.8K
|
800
$38.1K
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.44K- 5.91% |
$91K - $96.8K
|
38.8K
$1.85M
|