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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.02K+ 33.63% |
$182K - $206K
|
19.9K
$948K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.88K+ 10.11% |
$177K - $201K
|
53.2K
$2.53M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.88K+ 17.46% |
$177K - $201K
|
32.8K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.77K+ 1056.76% |
$173K - $196K
|
5.22K
$248K
|
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
4.68K+ 1.58% |
$170K - $192K
|
301K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.62K+ 17.93% |
$168K - $190K
|
30.4K
$1.45M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.53K+ 2.84% |
$165K - $186K
|
164K
$7.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
4.5K+ 6.93% |
$164K - $185K
|
69.4K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.45KNew |
$162K - $183K
|
4.45K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.32K+ 46.03% |
$157K - $177K
|
13.7K
$651K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.23K+ 2.56% |
$154K - $174K
|
170K
$8.06M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.19K+ 61.97% |
$152K - $172K
|
10.9K
$520K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 33.41% |
$151K - $171K
|
16.6K
$789K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.1K+ 9.49% |
$149K - $168K
|
47.3K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.99K+ 42.04% |
$145K - $164K
|
13.5K
$640K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.9K+ 2.29% |
$142K - $160K
|
175K
$8.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.73KNew |
$135K - $153K
|
3.73K
$177K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.58K+ 20.21% |
$130K - $147K
|
21.3K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.47K+ 26.17% |
$126K - $142K
|
16.7K
$794K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
3.44K+ 5.61% |
$125K - $141K
|
64.7K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.39K+ 5.13% |
$123K - $139K
|
69.5K
$3.31M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.38K+ 5.2% |
$123K - $139K
|
68.4K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.38K+ 2.26% |
$123K - $139K
|
153K
$7.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
3.37K+ 2.46% |
$122K - $138K
|
141K
$6.68M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.35KNew |
$122K - $138K
|
3.35K
$159K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
3.34K+ 1.05% |
$121K - $137K
|
322K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.23K+ 20.87% |
$117K - $133K
|
18.7K
$890K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.19K+ 8.39% |
$116K - $131K
|
41.3K
$1.96M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.12K+ 11.06% |
$113K - $128K
|
31.3K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.08K+ 1.85% |
$112K - $127K
|
170K
$8.06M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.99K+ 5.62% |
$109K - $123K
|
56.2K
$2.67M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.94K+ 7.7% |
$107K - $121K
|
41.1K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.69KNew |
$97.9K - $111K
|
2.69K
$128K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.58K+ 11.82% |
$93.8K - $106K
|
24.4K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 38.17% |
$92.3K - $104K
|
9.2K
$437K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.53K+ 13.82% |
$92K - $104K
|
20.8K
$991K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.52K+ 4.74% |
$91.7K - $104K
|
55.7K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.51K+ 634.18% |
$91.1K - $103K
|
2.9K
$138K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.48K+ 20.96% |
$90.1K - $102K
|
14.3K
$680K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
2.45K+ 3.17% |
$89K - $101K
|
79.6K
$3.78M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.41KNew |
$87.5K - $98.9K
|
2.41K
$114K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.39K+ 34.95% |
$86.8K - $98.1K
|
9.22K
$438K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.35K+ 3.65% |
$85.5K - $96.7K
|
66.9K
$3.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.14K+ 9.6% |
$77.7K - $87.8K
|
24.4K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.09K+ 4.13% |
$75.9K - $85.7K
|
52.6K
$2.5M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.99K+ 2.41% |
$72.5K - $81.9K
|
84.6K
$4.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$71.3K - $80.6K
|
1.96K
$93.2K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.91K+ 5.74% |
$69.3K - $78.3K
|
35.1K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.88K+ 44.47% |
$68.2K - $77.1K
|
6.1K
$290K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.84K+ 22.27% |
$66.7K - $75.4K
|
10.1K
$479K
|