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 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.03K+ 8.59% |
$43.8K - $48.9K
|
13K
$632K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
681+ 2.02% |
$28.9K - $32.3K
|
34.4K
$1.67M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.87K- 7.01% |
$79.4K - $88.7K
|
24.8K
$1.2M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-16K- 14.45% |
$681K - $761K
|
94.9K
$4.61M
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-99- 0.22% |
$4.21K - $4.7K
|
44.7K
$2.17M
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-45.4K- 26.07% |
$1.93M - $2.15M
|
129K
$6.26M
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
899+ 1.9% |
$38.2K - $42.7K
|
48.2K
$2.34M
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
44K+ 7.73% |
$1.87M - $2.09M
|
613K
$29.8M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
376+ 3.75% |
$16K - $17.8K
|
10.4K
$505K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
107K+ 196.43% |
$4.53M - $5.06M
|
161K
$7.82M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.8K- 67.97% |
$2.37M - $2.65M
|
26.3K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-750- 9.87% |
$31.9K - $35.6K
|
6.85K
$333K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.21K+ 14.5% |
$94K - $105K
|
17.5K
$848K
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.29K- 16.53% |
$97.3K - $109K
|
11.6K
$562K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
109New |
$4.63K - $5.17K
|
109
$5.3K
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.65KNew |
$198K - $221K
|
4.65K
$226K
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.5K+ 0.95% |
$63.9K - $71.4K
|
160K
$7.75M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-738- 2.6% |
$31.4K - $35K
|
27.7K
$1.34M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.4K+ 6.99% |
$2.78M - $3.11M
|
1M
$48.7M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
912+ 138.6% |
$38.8K - $43.3K
|
1.57K
$76.3K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-176- 1.05% |
$7.48K - $8.35K
|
16.5K
$803K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 10.11% |
$85.1K - $95K
|
17.8K
$865K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
400K+ 8.09% |
$17M - $19M
|
5.35M
$260M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-214- 4.53% |
$9.09K - $10.2K
|
4.51K
$219K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-2.05K- 2.3% |
$87.1K - $97.3K
|
87K
$4.23M
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
178KNew |
$7.56M - $8.44M
|
178K
$8.64M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
61.8KNew |
$2.63M - $2.93M
|
61.8K
$3M
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18K+ 170.99% |
$766K - $856K
|
28.6K
$1.39M
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3- 0.05% |
$127 - $142
|
6.28K
$305K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25.2K+ 13.45% |
$1.07M - $1.2M
|
213K
$10.3M
|
|
May 10, 2024
Q1 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-15.9K- 9.89% |
$676K - $755K
|
145K
$7.05M
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
400+ 1.96% |
$17K - $19K
|
20.8K
$1.01M
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-917- 7.75% |
$39K - $43.5K
|
10.9K
$530K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-18.4K- 29.67% |
$782K - $874K
|
43.6K
$2.12M
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6+ 0.06% |
$255 - $285
|
10.2K
$497K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
24.2KNew |
$1.03M - $1.15M
|
24.2K
$1.17M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252K+ 14.84% |
$10.7M - $12M
|
1.95M
$94.8M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.16K+ 11.86% |
$304K - $340K
|
67.5K
$3.28M
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.34K- 8.41% |
$99.6K - $111K
|
25.5K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-290- 4.62% |
$12.3K - $13.8K
|
5.98K
$291K
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
185K+ 96.09% |
$7.85M - $8.77M
|
377K
$18.3M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-138- 4.62% |
$5.86K - $6.55K
|
2.85K
$138K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-455- 4.25% |
$19.3K - $21.6K
|
10.3K
$498K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-866- 16.18% |
$36.8K - $41.1K
|
4.49K
$218K
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
BUY
|
- |
30.6K+ 62.99% |
$1.3M - $1.45M
|
79.1K
$3.84M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.23KNew |
$180K - $201K
|
4.23K
$205K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
355+ 4.06% |
$15.1K - $16.8K
|
9.1K
$442K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.5K+ 1.08% |
$447K - $499K
|
981K
$47.6M
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
184KNew |
$7.82M - $8.74M
|
184K
$8.94M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
34.2KNew |
$1.45M - $1.62M
|
34.2K
$1.66M
|