Purchases and Sales Made in Q1 2024 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 2024. 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 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.57KNew |
$194K - $217K
|
4.57K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.56KNew |
$194K - $216K
|
4.56K
$238K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.55KNew |
$193K - $216K
|
4.55K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
4.55KNew |
$193K - $216K
|
4.55K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.53KNew |
$192K - $215K
|
4.53K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.51KNew |
$192K - $214K
|
4.51K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.4K+ 1.04% |
$187K - $209K
|
429K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.39KNew |
$186K - $208K
|
4.39K
$229K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.3K+ 209.76% |
$183K - $204K
|
6.35K
$331K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.23KNew |
$180K - $201K
|
4.23K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.13K+ 32.47% |
$175K - $196K
|
16.8K
$878K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.05K+ 9.42% |
$172K - $192K
|
47K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.03K+ 78.42% |
$171K - $191K
|
9.17K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.6K+ 17.17% |
$153K - $171K
|
24.6K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.59K+ 5.1% |
$153K - $170K
|
74K
$3.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.5K+ 11.49% |
$149K - $166K
|
34K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.49K+ 5.31% |
$148K - $166K
|
69.2K
$3.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.44K+ 6.27% |
$146K - $163K
|
58.4K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.32K+ 5.86% |
$141K - $158K
|
60K
$3.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.96K+ 32.59% |
$126K - $140K
|
12K
$628K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.95K+ 20.67% |
$125K - $140K
|
17.2K
$897K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.92K+ 2.22% |
$124K - $139K
|
135K
$7.02M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.88K+ 1.5% |
$122K - $137K
|
195K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.8KNew |
$119K - $133K
|
2.8K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.76K+ 5.58% |
$117K - $131K
|
52.1K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.75K+ 20.02% |
$117K - $131K
|
16.5K
$860K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.71K+ 36.73% |
$115K - $129K
|
10.1K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.67K+ 42.55% |
$113K - $127K
|
8.95K
$466K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 26.91% |
$111K - $124K
|
12.4K
$645K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.59K+ 48.96% |
$110K - $123K
|
7.88K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.45K+ 32.39% |
$104K - $116K
|
9.99K
$521K
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
2.43K+ 0.77% |
$103K - $115K
|
318K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.38K+ 6.51% |
$101K - $113K
|
38.9K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.35K+ 6.04% |
$99.9K - $112K
|
41.3K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
2.35K+ 8.15% |
$99.9K - $112K
|
31.2K
$1.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.31K+ 8.14% |
$98.2K - $110K
|
30.7K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.25K+ 6.27% |
$95.7K - $107K
|
38.1K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.21K+ 14.5% |
$94K - $105K
|
17.5K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.2K+ 23.8% |
$93.5K - $104K
|
11.4K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.16K+ 14.67% |
$91.9K - $103K
|
16.9K
$882K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.15K+ 26.89% |
$91.3K - $102K
|
10.1K
$528K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.08K+ 15.27% |
$88.3K - $98.6K
|
15.7K
$818K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.92K+ 9.56% |
$81.7K - $91.2K
|
22K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 72.28% |
$79.2K - $88.5K
|
4.44K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.86K+ 37.15% |
$78.9K - $88.1K
|
6.85K
$357K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 7.94% |
$75K - $83.8K
|
24K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 8.62% |
$72.4K - $80.9K
|
21.5K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.57K+ 7.15% |
$66.8K - $74.6K
|
23.5K
$1.23M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.54K+ 2.72% |
$65.6K - $73.2K
|
58.2K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.5K+ 0.95% |
$63.9K - $71.4K
|
160K
$8.32M
|