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, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.68K+ 15.64% |
$81.7K - $89.1K
|
12.4K
$604K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-326Closed |
$15.9K - $17.3K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
504+ 11.32% |
$24.5K - $26.7K
|
4.96K
$241K
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
CALL |
-36.4K- 42.13% |
$1.77M - $1.93M
|
50K
$2.43M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 5.74% |
$67.9K - $74.1K
|
22.9K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
964+ 22.11% |
$46.9K - $51.1K
|
5.33K
$259K
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2.92K- 16.07% |
$142K - $155K
|
15.2K
$741K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-17K- 43.06% |
$825K - $899K
|
22.4K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.29K+ 17.49% |
$62.5K - $68.2K
|
8.63K
$420K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.93K+ 12.81% |
$93.8K - $102K
|
17K
$826K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
392+ 2.22% |
$19.1K - $20.8K
|
18.1K
$878K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 2.36% |
$515K - $562K
|
438K
$21.3M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
674+ 5.43% |
$32.8K - $35.8K
|
13.1K
$637K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.03K+ 122.79% |
$50.1K - $54.6K
|
1.87K
$90.8K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-546- 3.23% |
$26.6K - $29K
|
16.4K
$797K
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.3K+ 57.45% |
$209K - $228K
|
11.8K
$574K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-234K- 89.5% |
$11.4M - $12.4M
|
27.4K
$1.33M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
126KNew |
$6.13M - $6.68M
|
126K
$6.12M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.3K+ 47.22% |
$355K - $387K
|
22.8K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
37KNew |
$1.8M - $1.97M
|
37K
$1.8M
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
217KNew |
$10.5M - $11.5M
|
217K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.27K+ 29.49% |
$159K - $174K
|
14.4K
$699K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-291- 5.81% |
$14.2K - $15.4K
|
4.72K
$230K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 3.85% |
$105K - $114K
|
57.9K
$2.82M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-48.7K- 84.84% |
$2.37M - $2.59M
|
8.71K
$424K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-97- 1.74% |
$4.72K - $5.15K
|
5.46K
$266K
|
|
May 13, 2025
Q1 2025
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
4+ 0.28% |
$195 - $212
|
1.45K
$70.7K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
762K+ 12.1% |
$37.1M - $40.5M
|
7.06M
$343M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-303- 4.17% |
$14.7K - $16.1K
|
6.97K
$339K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
153New |
$7.44K - $8.12K
|
153
$7.44K
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 32.0% |
$9.73K - $10.6K
|
425
$20.7K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.75K- 22.45% |
$84.9K - $92.6K
|
6.03K
$293K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.08K+ 14.28% |
$296K - $323K
|
48.7K
$2.37M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.16K- 24.67% |
$251K - $274K
|
15.7K
$766K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.68K- 20.35% |
$228K - $248K
|
18.3K
$891K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.1K+ 25.37% |
$1.46M - $1.6M
|
149K
$7.24M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-236- 0.28% |
$11.5K - $12.5K
|
85.5K
$4.16M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.03K- 5.24% |
$245K - $267K
|
91K
$4.42M
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-171- 0.41% |
$8.32K - $9.07K
|
41.9K
$2.04M
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.61K- 6.13% |
$127K - $138K
|
39.9K
$1.94M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.08K- 35.74% |
$247K - $270K
|
9.14K
$445K
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.46K+ 34.03% |
$217K - $236K
|
17.6K
$854K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
401K+ 18.55% |
$19.5M - $21.3M
|
2.56M
$125M
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
800+ 160.0% |
$38.9K - $42.4K
|
1.3K
$63.2K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
619K+ 22.33% |
$30.1M - $32.9M
|
3.39M
$165M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.82K+ 3.21% |
$88.4K - $96.5K
|
58.5K
$2.84M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
347+ 1.59% |
$16.9K - $18.4K
|
22.1K
$1.08M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-702- 7.45% |
$34.2K - $37.2K
|
8.73K
$424K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.64K+ 33.63% |
$79.8K - $87.1K
|
6.52K
$317K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.35K- 2.53% |
$65.6K - $71.6K
|
52K
$2.53M
|