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 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79K+ 2.39% |
$65.1K - $73.5K
|
76.6K
$3.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.78K+ 18.07% |
$64.7K - $73.1K
|
11.6K
$572K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.65K+ 1.65% |
$60K - $67.8K
|
102K
$5.01M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.62K+ 36.05% |
$59K - $66.6K
|
6.12K
$301K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.55K+ 29.1% |
$56.4K - $63.7K
|
6.88K
$338K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.55KNew |
$56.2K - $63.5K
|
1.55K
$76K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.53K+ 6.97% |
$55.6K - $62.9K
|
23.5K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.51K+ 6.99% |
$54.9K - $62.1K
|
23.1K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.51K+ 24.06% |
$54.9K - $62K
|
7.79K
$383K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.43K+ 1.61% |
$52K - $58.7K
|
90.1K
$4.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.36KNew |
$49.5K - $56K
|
1.36K
$67K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.34K+ 9.38% |
$48.6K - $54.9K
|
15.6K
$767K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.29K+ 15.36% |
$46.9K - $53K
|
9.68K
$476K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.28K+ 2.28% |
$46.4K - $52.5K
|
57.2K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 16.89% |
$45.4K - $51.4K
|
8.65K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.19K+ 2.97% |
$43.3K - $48.9K
|
41.3K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.18K+ 2.53% |
$42.9K - $48.4K
|
47.8K
$2.35M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.14K+ 1.06% |
$41.4K - $46.7K
|
109K
$5.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.11K+ 37.03% |
$40.3K - $45.6K
|
4.1K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.1K+ 22.11% |
$39.9K - $45.1K
|
6.06K
$298K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.08KNew |
$39.1K - $44.2K
|
1.08K
$52.9K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.05K+ 3.54% |
$38K - $43K
|
30.6K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.03K+ 5.29% |
$37.6K - $42.5K
|
20.6K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.03K+ 6.34% |
$37.3K - $42.1K
|
17.2K
$845K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1K+ 7.89% |
$36.4K - $41.1K
|
13.7K
$672K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
951+ 1.82% |
$34.6K - $39.1K
|
53.1K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
892+ 4.28% |
$32.4K - $36.6K
|
21.7K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
831+ 2.87% |
$30.2K - $34.1K
|
29.8K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
830+ 5.0% |
$30.2K - $34.1K
|
17.4K
$858K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
812+ 4.67% |
$29.5K - $33.4K
|
18.2K
$894K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
788+ 1.46% |
$28.6K - $32.4K
|
54.7K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
787+ 1.8% |
$28.6K - $32.3K
|
44.5K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
755New |
$27.4K - $31K
|
755
$37.1K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
749New |
$27.2K - $30.8K
|
749
$36.8K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
743+ 4.29% |
$27K - $30.5K
|
18.1K
$889K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
701+ 0.54% |
$25.5K - $28.8K
|
129K
$6.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
682+ 12.83% |
$24.8K - $28K
|
6K
$295K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
650+ 11.21% |
$23.6K - $26.7K
|
6.45K
$317K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
642+ 1.94% |
$23.3K - $26.4K
|
33.7K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
636+ 1.91% |
$23.1K - $26.1K
|
34K
$1.67M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
616+ 7.61% |
$22.4K - $25.3K
|
8.71K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
600New |
$21.8K - $24.6K
|
600
$29.5K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
595+ 6.22% |
$21.6K - $24.4K
|
10.2K
$500K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
590+ 7.82% |
$21.4K - $24.2K
|
8.13K
$400K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
588+ 1.9% |
$21.4K - $24.2K
|
31.5K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
537+ 9.94% |
$19.5K - $22.1K
|
5.94K
$292K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
536+ 0.47% |
$19.5K - $22K
|
114K
$5.62M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
534+ 1.58% |
$19.4K - $21.9K
|
34.4K
$1.69M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
500+ 4.24% |
$18.2K - $20.5K
|
12.3K
$604K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
491+ 1.56% |
$17.8K - $20.2K
|
31.9K
$1.57M
|