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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 26.91% |
$111K - $124K
|
12.4K
$591K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.59K+ 48.96% |
$110K - $123K
|
7.88K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.21K+ 14.5% |
$94K - $105K
|
17.5K
$834K
|
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.86K+ 37.15% |
$78.9K - $88.1K
|
6.85K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.57K+ 7.15% |
$66.8K - $74.6K
|
23.5K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.5KNew |
$63.7K - $71.2K
|
1.5K
$71.6K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.42K+ 23.46% |
$60.4K - $67.5K
|
7.48K
$357K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.17K+ 12.65% |
$49.5K - $55.3K
|
10.4K
$496K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.03K+ 22.12% |
$43.6K - $48.7K
|
5.67K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
245New |
$10.4K - $11.6K
|
245
$11.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
241New |
$10.2K - $11.4K
|
241
$11.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
240New |
$10.2K - $11.4K
|
240
$11.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
220New |
$9.35K - $10.4K
|
220
$10.5K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
135+ 1.66% |
$5.74K - $6.41K
|
8.29K
$396K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125New |
$5.31K - $5.93K
|
125
$5.97K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
109New |
$4.63K - $5.17K
|
109
$5.21K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35New |
$1.49K - $1.66K
|
35
$1.67K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21New |
$892 - $997
|
21
$1K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$765 - $854
|
18
$860
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
224KNew |
$9.06M - $9.91M
|
224K
$10.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
46.4K+ 5.25% |
$1.88M - $2.06M
|
932K
$44.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
37.6KNew |
$1.52M - $1.67M
|
37.6K
$1.8M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
37KNew |
$1.5M - $1.64M
|
37K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.7K+ 182.07% |
$1.24M - $1.36M
|
47.6K
$2.27M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.1KNew |
$613K - $671K
|
15.1K
$723K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
14KNew |
$567K - $620K
|
14K
$669K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.9KNew |
$440K - $482K
|
10.9K
$519K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
10.9KNew |
$440K - $481K
|
10.9K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$408K - $447K
|
10.1K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.95KNew |
$362K - $396K
|
8.95K
$427K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.22KNew |
$211K - $231K
|
5.22K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5KNew |
$202K - $222K
|
5K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.72KNew |
$191K - $209K
|
4.72K
$225K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.57KNew |
$104K - $114K
|
2.57K
$123K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
913New |
$37K - $40.4K
|
913
$43.6K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
834New |
$33.8K - $36.9K
|
834
$39.8K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
698+ 44.97% |
$28.3K - $30.9K
|
2.25K
$107K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
589+ 15.94% |
$23.8K - $26.1K
|
4.28K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
397New |
$16.1K - $17.6K
|
397
$19K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
108New |
$4.37K - $4.78K
|
108
$5.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
100New |
$4.05K - $4.43K
|
100
$4.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85+ 0.44% |
$3.44K - $3.77K
|
19.2K
$918K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
81New |
$3.28K - $3.59K
|
81
$3.87K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$3.24K - $3.54K
|
80
$3.82K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
70+ 1.07% |
$2.83K - $3.1K
|
6.63K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
58New |
$2.35K - $2.57K
|
58
$2.77K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33New |
$1.34K - $1.46K
|
33
$1.58K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$769 - $842
|
19
$907
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15New |
$607 - $665
|
15
$716
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10+ 1.35% |
$405 - $443
|
753
$36K
|
|