Institutional Ownership Alps ETF Tr Alerian Mlp ETF (AMLP)
This table provides information about the institutional ownership of Alps ETF Tr Alerian Mlp ETF (AMLP). We have compiled data on the 721 institutions that hold shares in the stock, with a total of 91.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
147
shares
|
$7,298
0.0% of portfolio
|
Q4 2023
Reduced 17.42%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
139
shares
|
$6,901
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
137
shares
|
$6,802
0.0% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
128
shares
|
$6,355
0.0% of portfolio
|
Q3 2023
Reduced 56.61%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
128
shares
|
$6,355
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
126
shares
|
$6,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
125
shares
|
$6,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
125
shares
|
$6,206
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
112
shares
|
$5,560
0.0% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
110
shares
|
$5,461
0.0% of portfolio
|
Q1 2024
Reduced 77.69%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
108
shares
|
$5,362
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
105
shares
|
$5,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
100
shares
|
$4,965
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
80
shares
|
$3,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
65
shares
|
$3,227
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
62
shares
|
$3,078
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58
shares
|
$2,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
58
shares
|
$2,879
0.0% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
52
shares
|
$2,581
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,482
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
50
shares
|
$2,482
0.0% of portfolio
|
Q1 2024
Reduced 97.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
44
shares
|
$2,184
0.0% of portfolio
|
Q4 2023
Reduced 84.29%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
27
shares
|
$1,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
25
shares
|
$1,241
0.0% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$893
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|