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 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.89KNew |
$378K - $422K
|
8.89K
$432K
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
960+ 1.64% |
$40.8K - $45.6K
|
59.4K
$2.89M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.91K- 32.54% |
$166K - $186K
|
8.11K
$394K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$438K - $489K
|
10.3K
$501K
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8K+ 27.21% |
$340K - $380K
|
37.4K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
60KNew |
$2.55M - $2.85M
|
60K
$2.91M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 0.67% |
$2.55K - $2.85K
|
8.97K
$436K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.59K+ 5.1% |
$153K - $170K
|
74K
$3.59M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23.9K+ 44.33% |
$1.02M - $1.13M
|
77.8K
$3.78M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.85KNew |
$248K - $277K
|
5.85K
$284K
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
14.3KNew |
$608K - $679K
|
14.3K
$695K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
414+ 0.8% |
$17.6K - $19.6K
|
52.4K
$2.55M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-527- 11.1% |
$22.4K - $25K
|
4.22K
$205K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.53K- 3.23% |
$64.8K - $72.4K
|
45.6K
$2.22M
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
567+ 3.22% |
$24.1K - $26.9K
|
18.2K
$882K
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-884- 0.65% |
$37.6K - $42K
|
135K
$6.58M
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-48.6K- 47.78% |
$2.06M - $2.31M
|
53.1K
$2.58M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-245- 5.1% |
$10.4K - $11.6K
|
4.56K
$222K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26K- 48.83% |
$1.11M - $1.23M
|
27.3K
$1.32M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
54.2KNew |
$2.3M - $2.57M
|
54.2K
$2.63M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.3K+ 10.03% |
$1.33M - $1.48M
|
343K
$16.7M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-418- 2.69% |
$17.8K - $19.8K
|
15.1K
$735K
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.09K- 7.27% |
$46.4K - $51.9K
|
13.9K
$677K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.9K- 30.81% |
$80.8K - $90.3K
|
4.27K
$208K
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.78K- 6.31% |
$75.6K - $84.5K
|
26.4K
$1.28M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
704K+ 58.19% |
$29.9M - $33.4M
|
1.91M
$92.9M
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.13K+ 32.47% |
$175K - $196K
|
16.8K
$818K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.05K+ 9.42% |
$172K - $192K
|
47K
$2.28M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.81KNew |
$204K - $228K
|
4.81K
$234K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
780+ 12.18% |
$33.1K - $37K
|
7.18K
$349K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.1K+ 13.88% |
$1.06M - $1.19M
|
206K
$9.99M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.1K+ 40.06% |
$2.26M - $2.52M
|
186K
$9.02M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.4K+ 1.04% |
$187K - $209K
|
429K
$20.8M
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.32K+ 5.86% |
$141K - $158K
|
60K
$2.91M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 12.36% |
$68.4K - $76.4K
|
11.4K
$554K
|
|
May 14, 2024
Q1 2024
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
18K+ 144.0% |
$765K - $854K
|
30.5K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 1.82% |
$127 - $142
|
168
$8.16K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.28K- 9.22% |
$54.2K - $60.5K
|
12.6K
$610K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-30.2K- 1.1% |
$1.28M - $1.43M
|
2.71M
$132M
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.65K- 12.81% |
$155K - $173K
|
24.8K
$1.21M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
319K+ 22.52% |
$13.5M - $15.1M
|
1.73M
$84.3M
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14KNew |
$595K - $664K
|
14K
$680K
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.16K+ 14.67% |
$91.9K - $103K
|
16.9K
$822K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
780+ 5.35% |
$33.1K - $37K
|
15.4K
$747K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.42K+ 23.46% |
$60.4K - $67.5K
|
7.48K
$364K
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$42.5K - $47.5K
|
1K
$48.6K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
225+ 1.85% |
$9.56K - $10.7K
|
12.4K
$603K
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
86.8K+ 502.09% |
$3.69M - $4.12M
|
104K
$5.06M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.18K+ 2.69% |
$49.9K - $55.8K
|
44.9K
$2.18M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.04K+ 44.21% |
$44.3K - $49.5K
|
3.4K
$165K
|