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, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-20.4K- 34.33% |
$751K - $859K
|
39K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 29.83% |
$98.3K - $112K
|
6.28K
$303K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-220- 37.1% |
$8.1K - $9.26K
|
373
$18K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
672New |
$24.7K - $28.3K
|
672
$32.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
50New |
$1.84K - $2.1K
|
50
$2.41K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-98Closed |
$3.27K - $4.05K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-271Closed |
$9.05K - $11.2K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.25K- 27.14% |
$109K - $134K
|
8.73K
$421K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
47.7KNew |
$1.59M - $1.97M
|
47.7K
$2.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.09KNew |
$36.4K - $45K
|
1.09K
$52.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$13.4K - $16.5K
|
400
$19.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.45KNew |
$215K - $266K
|
6.45K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 20.83% |
$67K - $82.9K
|
11.6K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1+ 1.75% |
$33.4 - $41.3
|
58
$2.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.6KNew |
$522K - $646K
|
15.6K
$755K
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
29.5KNew |
$985K - $1.22M
|
29.5K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
12.5KNew |
$417K - $516K
|
12.5K
$603K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-126- 0.55% |
$4.21K - $5.2K
|
22.9K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55New |
$1.84K - $2.27K
|
55
$2.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
554New |
$18.5K - $22.9K
|
554
$26.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
63.8KNew |
$2.13M - $2.63M
|
63.8K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
25.5KNew |
$850K - $1.05M
|
25.5K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.27K- 8.44% |
$109K - $135K
|
35.5K
$1.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-250- 36.5% |
$8.35K - $10.3K
|
435
$21K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-6- 4.2% |
$200 - $248
|
137
$6.61K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.32KNew |
$211K - $261K
|
6.32K
$305K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.69KNew |
$190K - $235K
|
5.69K
$274K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75New |
$2.5K - $3.1K
|
75
$3.62K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
97.4KNew |
$3.25M - $4.02M
|
97.4K
$4.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
58+ 14.54% |
$1.94K - $2.39K
|
457
$22K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
117New |
$3.91K - $4.83K
|
117
$5.64K
|
|
|
Oct 28, 2022
Q3 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
399KNew |
$13.3M - $16.5M
|
399K
$19.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-216- 2.96% |
$7.21K - $8.92K
|
7.08K
$342K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.19KNew |
$240K - $297K
|
7.19K
$347K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
522New |
$17.4K - $21.6K
|
522
$25.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
128New |
$4.27K - $5.29K
|
128
$6.17K
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-24.6K- 20.63% |
$821K - $1.02M
|
94.6K
$4.56M
|
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
2.22K+ 14.19% |
$74.1K - $91.7K
|
17.9K
$862K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-9.61KClosed |
$321K - $397K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Hedges Asset Management LLC
|
SELL
|
- |
-1.5K- 17.65% |
$50.1K - $61.9K
|
7K
$338K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.64KNew |
$188K - $233K
|
5.64K
$272K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
386New |
$12.9K - $15.9K
|
386
$18.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
5.59KNew |
$187K - $231K
|
5.59K
$270K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.19KNew |
$207K - $255K
|
6.19K
$298K
|
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
4.95K+ 3.73% |
$165K - $205K
|
138K
$6.65M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
6.04KNew |
$202K - $249K
|
6.04K
$291K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
4.49K+ 1.38% |
$150K - $185K
|
329K
$15.8M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
506+ 1.42% |
$16.9K - $20.9K
|
36.3K
$1.75M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.5KNew |
$1.12M - $1.38M
|
33.5K
$1.62M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-860Closed |
$28.7K - $36.3K
|
0
$0
|
|