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 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-176- 1.05% |
$7.48K - $8.35K
|
16.5K
$853K
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
178KNew |
$7.56M - $8.44M
|
178K
$9.17M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
61.8KNew |
$2.63M - $2.93M
|
61.8K
$3.19M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
24.2KNew |
$1.03M - $1.15M
|
24.2K
$1.25M
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
135+ 1.66% |
$5.74K - $6.41K
|
8.29K
$427K
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
245New |
$10.4K - $11.6K
|
245
$12.6K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.85KNew |
$248K - $278K
|
5.85K
$302K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.65KNew |
$197K - $220K
|
4.65K
$240K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.8KNew |
$119K - $133K
|
2.8K
$144K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.27K- 57.54% |
$139K - $155K
|
2.41K
$124K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-400- 24.1% |
$17K - $19K
|
1.26K
$65K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 97.25% |
$75K - $83.8K
|
50
$2.58K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.57K+ 7.15% |
$66.8K - $74.6K
|
23.5K
$1.21M
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
87+ 0.63% |
$3.7K - $4.13K
|
13.9K
$715K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 26.91% |
$111K - $124K
|
12.4K
$638K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.03K+ 22.12% |
$43.6K - $48.7K
|
5.67K
$292K
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
11.1K+ 53.92% |
$473K - $528K
|
31.8K
$1.64M
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-8.73K- 61.74% |
$371K - $414K
|
5.41K
$279K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-383- 77.69% |
$16.3K - $18.2K
|
110
$5.67K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
241New |
$10.2K - $11.4K
|
241
$12.4K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-427- 1.59% |
$18.1K - $20.3K
|
26.4K
$1.36M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-18.8K- 61.69% |
$797K - $891K
|
11.7K
$601K
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.86K+ 37.15% |
$78.9K - $88.1K
|
6.85K
$353K
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.04KNew |
$214K - $239K
|
5.04K
$260K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.17K+ 12.65% |
$49.5K - $55.3K
|
10.4K
$535K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-110- 42.31% |
$4.67K - $5.22K
|
150
$7.74K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-52.4K- 94.93% |
$2.23M - $2.49M
|
2.8K
$144K
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-752- 13.9% |
$32K - $35.7K
|
4.66K
$240K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-200- 40.0% |
$8.5K - $9.49K
|
300
$15.5K
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
4.55KNew |
$193K - $216K
|
4.55K
$235K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
220New |
$9.35K - $10.4K
|
220
$11.3K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
240New |
$10.2K - $11.4K
|
240
$12.4K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-140- 21.88% |
$5.95K - $6.64K
|
500
$25.8K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.59K+ 48.96% |
$110K - $123K
|
7.88K
$406K
|
|
Q4 2023 | |||||||
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
10.9KNew |
$440K - $481K
|
10.9K
$560K
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
37KNew |
$1.5M - $1.64M
|
37K
$1.91M
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7+ 0.13% |
$283 - $310
|
5.42K
$280K
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.1KNew |
$613K - $671K
|
15.1K
$781K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 2.1% |
$283 - $310
|
340
$17.5K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-663- 1.23% |
$26.8K - $29.4K
|
53.3K
$2.75M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-700- 31.89% |
$28.3K - $31K
|
1.5K
$77.1K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
224KNew |
$9.06M - $9.91M
|
224K
$11.5M
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-450- 7.09% |
$18.2K - $19.9K
|
5.9K
$304K
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
100New |
$4.05K - $4.43K
|
100
$5.16K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
260New |
$10.5K - $11.5K
|
260
$13.4K
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
13.3KNew |
$539K - $589K
|
13.3K
$686K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-236- 84.29% |
$9.56K - $10.5K
|
44
$2.27K
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.7K+ 182.07% |
$1.24M - $1.36M
|
47.6K
$2.45M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
698+ 44.97% |
$28.3K - $30.9K
|
2.25K
$116K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
58New |
$2.35K - $2.57K
|
58
$2.99K
|