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 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-6.93K- 9.08% |
$252K - $285K
|
69.4K
$3.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-7.24K- 7.57% |
$263K - $298K
|
88.5K
$4.21M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.25K- 4.32% |
$264K - $298K
|
160K
$7.63M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.64K- 15.07% |
$278K - $314K
|
43.1K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.19K- 4.03% |
$298K - $336K
|
195K
$9.26M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8.57K- 30.82% |
$311K - $352K
|
19.2K
$914K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.3K- 9.94% |
$338K - $382K
|
84.2K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-9.55K- 53.72% |
$347K - $392K
|
8.23K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.71K- 15.98% |
$353K - $399K
|
51K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-10.1K- 2.44% |
$366K - $414K
|
403K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10.2K- 4.26% |
$369K - $417K
|
228K
$10.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-10.3K- 13.66% |
$374K - $423K
|
65.1K
$3.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.5K- 59.04% |
$380K - $429K
|
7.25K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 16.91% |
$385K - $435K
|
52K
$2.47M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-11.2K- 22.32% |
$407K - $460K
|
39K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.3K- 65.71% |
$410K - $463K
|
5.88K
$280K
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-11.3K- 38.36% |
$411K - $465K
|
18.2K
$864K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.5K- 1.09% |
$419K - $473K
|
1.04M
$49.5M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.6K- 37.71% |
$422K - $477K
|
19.2K
$912K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-11.6K- 5.46% |
$423K - $479K
|
202K
$9.58M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-12.3K- 15.24% |
$448K - $507K
|
68.6K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12.7K- 56.44% |
$461K - $521K
|
9.79K
$465K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-12.7K- 94.07% |
$462K - $522K
|
800
$38K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.7K- 11.41% |
$462K - $522K
|
98.7K
$4.7M
|
|
|
May 12, 2023
Q1 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-12.8K- 5.8% |
$466K - $527K
|
208K
$9.9M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.2K- 64.26% |
$479K - $541K
|
7.33K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.2K- 18.47% |
$516K - $583K
|
62.7K
$2.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 4.88% |
$552K - $624K
|
296K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.3K- 38.32% |
$630K - $712K
|
27.9K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24.7K- 4.31% |
$899K - $1.02M
|
549K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-28.4K- 2.93% |
$1.03M - $1.17M
|
939K
$44.6M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-31.6K- 29.98% |
$1.15M - $1.3M
|
73.8K
$3.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-33.6K- 23.47% |
$1.22M - $1.38M
|
110K
$5.21M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-34.1K- 19.82% |
$1.24M - $1.4M
|
138K
$6.55M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-36.5K- 21.17% |
$1.33M - $1.5M
|
136K
$6.47M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-37.9K- 55.56% |
$1.38M - $1.56M
|
30.3K
$1.44M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-39.1K- 37.25% |
$1.42M - $1.61M
|
65.9K
$3.13M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-39.1K- 37.25% |
$1.42M - $1.61M
|
65.9K
$3.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-40.3K- 19.42% |
$1.47M - $1.66M
|
167K
$7.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-40.6K- 19.46% |
$1.47M - $1.67M
|
168K
$7.98M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.4K- 5.93% |
$1.54M - $1.74M
|
672K
$32M
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-42.8K- 33.66% |
$1.56M - $1.76M
|
84.4K
$4.01M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-48.2K- 69.29% |
$1.75M - $1.98M
|
21.4K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-52.4K- 31.77% |
$1.91M - $2.15M
|
113K
$5.35M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-54.8K- 54.57% |
$1.99M - $2.25M
|
45.7K
$2.17M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-58.9K- 52.42% |
$2.14M - $2.42M
|
53.5K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.6K- 25.59% |
$2.31M - $2.61M
|
185K
$8.79M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-66K- 55.41% |
$2.4M - $2.71M
|
53.1K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
SELL
|
- |
-70.3K- 38.03% |
$2.55M - $2.89M
|
115K
$5.45M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-74.4K- 68.8% |
$2.7M - $3.06M
|
33.7K
$1.6M
|