Latest Institutional Purchases of Alps ETF Tr Alerian Mlp ETF (AMLP)
This list provides information on the latest institutional transactions involving Alps ETF Tr Alerian Mlp ETF (AMLP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
190+ 10.5% |
$9.24K - $10.1K
|
2K
$95.5K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
172New |
$8.37K - $9.13K
|
172
$8.21K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
155New |
$7.54K - $8.22K
|
155
$7.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
153New |
$7.44K - $8.12K
|
153
$7.31K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
109New |
$5.3K - $5.78K
|
109
$5.21K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
100+ 0.31% |
$4.87K - $5.31K
|
32.2K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
100+ 0.94% |
$4.87K - $5.31K
|
10.8K
$513K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
91+ 1.29% |
$4.43K - $4.83K
|
7.14K
$341K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
80+ 1.55% |
$3.89K - $4.24K
|
5.23K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
60+ 1.37% |
$2.92K - $3.18K
|
4.42K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$2.43K - $2.65K
|
50
$2.39K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
39+ 1.89% |
$1.9K - $2.07K
|
2.1K
$100K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
26New |
$1.26K - $1.38K
|
26
$1.24K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
20New |
$973 - $1.06K
|
20
$955
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 1.85% |
$243 - $265
|
276
$13.2K
|
|
|
May 13, 2025
Q1 2025
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
4+ 0.28% |
$195 - $212
|
1.45K
$69.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4+ 2.08% |
$195 - $212
|
196
$9.36K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.38% |
$48.7 - $53.1
|
261
$12.5K
|
|
| Q4 2024 | |||||||
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
267KNew |
$12.4M - $13.7M
|
267K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
246KNew |
$11.4M - $12.6M
|
246K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
196K+ 63.12% |
$9.12M - $10.1M
|
507K
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
74.7KNew |
$3.47M - $3.83M
|
74.7K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57KNew |
$2.65M - $2.93M
|
57K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
37.5KNew |
$1.74M - $1.92M
|
37.5K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
32.3KNew |
$1.5M - $1.66M
|
32.3K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24.7K+ 17.42% |
$1.15M - $1.27M
|
166K
$7.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.4KNew |
$576K - $636K
|
12.4K
$592K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.84KNew |
$365K - $403K
|
7.84K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.08KNew |
$329K - $363K
|
7.08K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
7.07KNew |
$329K - $363K
|
7.07K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
6.58KNew |
$306K - $338K
|
6.58K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.32KNew |
$294K - $324K
|
6.32K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.22KNew |
$243K - $268K
|
5.22K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.13KNew |
$239K - $263K
|
5.13K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.94KNew |
$230K - $254K
|
4.94K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.91K+ 14.3% |
$228K - $252K
|
39.2K
$1.87M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
4.83KNew |
$225K - $248K
|
4.83K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.45KNew |
$207K - $228K
|
4.45K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.39KNew |
$204K - $225K
|
4.39K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$203K - $225K
|
4.38K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
4.34KNew |
$202K - $223K
|
4.34K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.19KNew |
$195K - $215K
|
4.19K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$139K - $154K
|
3K
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.95K+ 41.74% |
$137K - $151K
|
10K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.42K+ 43.45% |
$113K - $124K
|
7.99K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.23K+ 56.72% |
$103K - $114K
|
6.15K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.96K+ 3161.29% |
$91.1K - $101K
|
2.02K
$96.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.3KNew |
$60.4K - $66.7K
|
1.3K
$62.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.16K+ 40.8% |
$53.7K - $59.3K
|
3.99K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.15KNew |
$53.5K - $59K
|
1.15K
$54.9K
|
|