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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66K+ 8.93% |
$2.81M - $3.13M
|
805K
$39.1M
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.6K- 16.46% |
$111K - $123K
|
13.2K
$642K
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
2.35K+ 8.15% |
$99.9K - $112K
|
31.2K
$1.51M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-210K- 67.0% |
$8.94M - $9.99M
|
104K
$5.04M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-129- 1.11% |
$5.48K - $6.12K
|
11.5K
$557K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23.5K- 42.24% |
$1M - $1.12M
|
32.2K
$1.56M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-88.4K- 3.57% |
$3.76M - $4.2M
|
2.39M
$116M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
251K+ 661.01% |
$10.7M - $11.9M
|
290K
$14.1M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.92K+ 2.22% |
$124K - $139K
|
135K
$6.54M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.9K+ 31.79% |
$677K - $756K
|
66K
$3.21M
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.95K- 4.21% |
$125K - $140K
|
67.2K
$3.26M
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.46K- 3.1% |
$189K - $212K
|
139K
$6.77M
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
386+ 0.67% |
$16.4K - $18.3K
|
58.1K
$2.82M
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
608+ 1.13% |
$25.8K - $28.9K
|
54.5K
$2.65M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-339- 2.01% |
$14.4K - $16.1K
|
16.6K
$805K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.52K+ 8.99% |
$319K - $357K
|
91.1K
$4.43M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.28K- 5.7% |
$309K - $346K
|
120K
$5.85M
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.55KNew |
$193K - $216K
|
4.55K
$221K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.81K- 5.76% |
$119K - $133K
|
46K
$2.23M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-88.8K- 92.04% |
$3.77M - $4.21M
|
7.68K
$373K
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
35K+ 233.33% |
$1.49M - $1.66M
|
50K
$2.43M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-19.5K- 29.87% |
$827K - $924K
|
45.7K
$2.22M
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
135+ 1.66% |
$5.74K - $6.41K
|
8.29K
$403K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
560+ 0.3% |
$23.8K - $26.6K
|
189K
$9.16M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35+ 0.43% |
$1.49K - $1.66K
|
8.13K
$395K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.36K- 41.81% |
$100K - $112K
|
3.29K
$160K
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.94KNew |
$422K - $472K
|
9.94K
$483K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
568New |
$24.1K - $27K
|
568
$27.6K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 1.99% |
$892 - $997
|
1.08K
$52.3K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 21.18% |
$221K - $247K
|
29.8K
$1.45M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5KNew |
$212K - $237K
|
5K
$243K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
300+ 3.91% |
$12.7K - $14.2K
|
7.98K
$387K
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.8K- 92.07% |
$503K - $562K
|
1.02K
$49.6K
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
245New |
$10.4K - $11.6K
|
245
$11.9K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.7K- 48.63% |
$583K - $652K
|
14.5K
$705K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
46.4K+ 16.52% |
$1.97M - $2.2M
|
327K
$15.9M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 2.03% |
$1.15K - $1.28K
|
1.35K
$65.8K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-450- 1.57% |
$19.1K - $21.4K
|
28.2K
$1.37M
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.02K- 12.44% |
$85.7K - $95.7K
|
14.2K
$689K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
469+ 4.37% |
$19.9K - $22.3K
|
11.2K
$545K
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.63KNew |
$197K - $220K
|
4.63K
$225K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.51KNew |
$234K - $262K
|
5.51K
$268K
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.96K- 0.17% |
$83.1K - $92.8K
|
1.13M
$54.7M
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
12.9K+ 16.79% |
$548K - $612K
|
89.7K
$4.36M
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
802+ 4.58% |
$34.1K - $38.1K
|
18.3K
$889K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.33KNew |
$227K - $253K
|
5.33K
$259K
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
7.4K+ 34.04% |
$314K - $351K
|
29.1K
$1.42M
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
20K+ 252.68% |
$850K - $949K
|
27.9K
$1.36M
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.46K+ 2.88% |
$275K - $307K
|
231K
$11.2M
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-691- 12.65% |
$29.4K - $32.8K
|
4.77K
$232K
|