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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.42K- 16.36% |
$51.7K - $58.4K
|
7.27K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.45K- 2.27% |
$52.6K - $59.4K
|
62.3K
$2.96M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.45K- 17.99% |
$52.7K - $59.6K
|
6.61K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.46K- 10.43% |
$52.9K - $59.8K
|
12.5K
$595K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.46K- 6.19% |
$53.1K - $60K
|
22.1K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.48K- 0.33% |
$53.9K - $60.9K
|
444K
$21.1M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.5K- 9.68% |
$54.5K - $61.6K
|
14K
$665K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.51K- 3.67% |
$54.9K - $62K
|
39.7K
$1.89M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.54K- 27.29% |
$56K - $63.3K
|
4.1K
$195K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 5.21% |
$59K - $66.7K
|
29.5K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.7K- 12.6% |
$61.9K - $69.9K
|
11.8K
$561K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.75K- 7.4% |
$63.5K - $71.7K
|
21.9K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.85K- 5.59% |
$67.4K - $76.1K
|
31.3K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.99K- 0.64% |
$72.4K - $81.8K
|
308K
$14.6M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.01K- 20.42% |
$73K - $82.5K
|
7.83K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.08K- 5.07% |
$75.4K - $85.2K
|
38.8K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.14K- 23.62% |
$77.7K - $87.8K
|
6.91K
$329K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.2K- 2.64% |
$79.9K - $90.3K
|
81.1K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.28K- 7.3% |
$82.8K - $93.6K
|
28.9K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.45K- 75.76% |
$88.9K - $101K
|
783
$37.2K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.57K- 3.13% |
$93.4K - $106K
|
79.6K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.57K- 3.13% |
$93.4K - $106K
|
79.6K
$3.79M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.62K- 32.16% |
$95.3K - $108K
|
5.53K
$263K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.74K- 30.44% |
$99.4K - $112K
|
6.25K
$297K
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.79K- 5.65% |
$101K - $115K
|
46.6K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.83K- 1.79% |
$103K - $116K
|
155K
$7.39M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.99K- 5.32% |
$109K - $123K
|
53.2K
$2.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-3.23K- 8.38% |
$117K - $133K
|
35.3K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.23K- 3.87% |
$118K - $133K
|
80.4K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.5K- 25.93% |
$127K - $144K
|
10K
$476K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 17.83% |
$128K - $145K
|
16.3K
$774K
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-3.63K- 38.41% |
$132K - $149K
|
5.83K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.7K- 8.66% |
$135K - $152K
|
39.1K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.72K- 7.24% |
$135K - $153K
|
47.7K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.75K- 0.79% |
$136K - $154K
|
473K
$22.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3.8K- 4.37% |
$138K - $156K
|
83.1K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.81K- 25.85% |
$138K - $156K
|
10.9K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.01K- 5.59% |
$146K - $165K
|
67.7K
$3.22M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.5K- 10.67% |
$164K - $185K
|
37.7K
$1.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.67K- 11.8% |
$170K - $192K
|
34.9K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.77K- 46.67% |
$173K - $196K
|
5.45K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.91K- 0.59% |
$179K - $202K
|
834K
$39.6M
|
|
|
May 15, 2023
Q1 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-5K- 4.06% |
$182K - $205K
|
118K
$5.62M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.07K- 20.68% |
$184K - $208K
|
19.4K
$924K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5.3K- 12.87% |
$193K - $218K
|
35.9K
$1.71M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.58K- 23.24% |
$203K - $229K
|
18.4K
$877K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.75K- 10.24% |
$209K - $236K
|
50.4K
$2.4M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.91K- 28.43% |
$215K - $243K
|
14.9K
$707K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.1K- 24.5% |
$222K - $251K
|
18.8K
$894K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.4K- 40.39% |
$233K - $263K
|
9.45K
$449K
|