Purchases and Sales Made in Q1 2023 in Alps ETF Tr Alerian Mlp ETF (AMLP)
This table provides information about the institutional ownership of Alps ETF Tr Alerian Mlp ETF (AMLP) during Q1 2023. The information is specifically focused on institutions that hold shares of ALPS ETF TR ALERIAN MLP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.88M+ 3124.3% |
$286M - $324M
|
8.13M
$387M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54M+ 19.0% |
$55.8M - $63.1M
|
9.62M
$457M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.01M+ 12571.12% |
$36.9M - $41.7M
|
1.02M
$48.6M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
665KNew |
$24.2M - $27.3M
|
665K
$31.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
436K+ 8.06% |
$15.8M - $17.9M
|
5.85M
$278M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
384KNew |
$14M - $15.8M
|
384K
$18.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
290KNew |
$10.6M - $11.9M
|
290K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
281KNew |
$10.2M - $11.5M
|
281K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
181K+ 95.2% |
$6.57M - $7.43M
|
371K
$17.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
150KNew |
$5.44M - $6.15M
|
150K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
140K+ 28.82% |
$5.1M - $5.76M
|
627K
$29.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 22.05% |
$4.17M - $4.71M
|
634K
$30.2M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
99.9KNew |
$3.63M - $4.1M
|
99.9K
$4.75M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
88.6K+ 115.06% |
$3.22M - $3.64M
|
166K
$7.87M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
83.2KNew |
$3.02M - $3.42M
|
83.2K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
82.2KNew |
$2.99M - $3.38M
|
82.2K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
81.4KNew |
$2.96M - $3.34M
|
81.4K
$3.87M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74.5K+ 12.82% |
$2.71M - $3.06M
|
656K
$31.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
74.3K+ 9.38% |
$2.7M - $3.05M
|
866K
$41.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
69KNew |
$2.51M - $2.83M
|
69K
$3.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.3K+ 3.88% |
$1.94M - $2.19M
|
1.43M
$67.8M
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
47.4KNew |
$1.72M - $1.95M
|
47.4K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
44.7KNew |
$1.63M - $1.84M
|
44.7K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
44.6KNew |
$1.62M - $1.83M
|
44.6K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.3K+ 0.84% |
$1.54M - $1.74M
|
5.09M
$242M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.3K+ 6.19% |
$1.39M - $1.58M
|
658K
$31.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
36.1K+ 14.34% |
$1.31M - $1.48M
|
288K
$13.7M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
33.2K+ 110.78% |
$1.21M - $1.37M
|
63.2K
$3.01M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
32KNew |
$1.16M - $1.32M
|
32K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.8K+ 42.07% |
$1.16M - $1.31M
|
108K
$5.11M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 1.8% |
$1.15M - $1.29M
|
1.78M
$84.9M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
30.2K+ 92.38% |
$1.1M - $1.24M
|
62.8K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
28.6KNew |
$1.04M - $1.17M
|
28.6K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.1K+ 110.56% |
$1.02M - $1.15M
|
53.5K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
27.4KNew |
$997K - $1.13M
|
27.4K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.3K+ 3.55% |
$956K - $1.08M
|
766K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.1K+ 3.9% |
$913K - $1.03M
|
669K
$31.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
24.9KNew |
$907K - $1.02M
|
24.9K
$1.19M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.5K+ 410.92% |
$889K - $1M
|
30.4K
$1.45M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.3KNew |
$848K - $959K
|
23.3K
$1.11M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.4KNew |
$779K - $880K
|
21.4K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
21.3KNew |
$773K - $874K
|
21.3K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21K+ 440.29% |
$764K - $864K
|
25.8K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
20.8K+ 8.91% |
$758K - $856K
|
255K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$757K - $855K
|
20.8K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
19.9K+ 8.39% |
$723K - $817K
|
257K
$12.2M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.9K+ 80.42% |
$687K - $776K
|
42.4K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.5KNew |
$637K - $720K
|
17.5K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$631K - $713K
|
17.4K
$825K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
16.9KNew |
$615K - $695K
|
16.9K
$804K
|