Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
311+ 4.07% |
$10.4K - $13.1K
|
7.95K
$391K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
308New |
$10.3K - $13K
|
308
$15.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
295+ 16.39% |
$9.84K - $12.4K
|
2.1K
$103K
|
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
250+ 0.28% |
$8.34K - $10.5K
|
90.2K
$4.43M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
250+ 0.91% |
$8.34K - $10.5K
|
27.7K
$1.36M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
225+ 3.15% |
$7.5K - $9.49K
|
7.36K
$362K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 16.67% |
$6.67K - $8.43K
|
1.4K
$68.8K
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
193+ 0.79% |
$6.44K - $8.14K
|
24.7K
$1.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
164+ 0.22% |
$5.47K - $6.92K
|
74.5K
$3.66M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
160New |
$5.34K - $6.75K
|
160
$7.86K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
159+ 1.61% |
$5.3K - $6.71K
|
10K
$492K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
143+ 0.17% |
$4.77K - $6.03K
|
84.4K
$4.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
143New |
$4.77K - $6.03K
|
143
$7.03K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
140+ 8.43% |
$4.67K - $5.9K
|
1.8K
$88.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
137+ 0.53% |
$4.57K - $5.78K
|
26K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
129+ 0.56% |
$4.3K - $5.44K
|
23K
$1.13M
|
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
111+ 1.43% |
$3.7K - $4.68K
|
7.86K
$386K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
100+ 1.88% |
$3.34K - $4.22K
|
5.43K
$267K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
97+ 2.71% |
$3.23K - $4.09K
|
3.67K
$180K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
94+ 0.85% |
$3.13K - $3.96K
|
11.2K
$548K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
70+ 0.89% |
$2.33K - $2.95K
|
7.92K
$389K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
64+ 0.52% |
$2.13K - $2.7K
|
12.3K
$606K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
60+ 0.09% |
$2K - $2.53K
|
68K
$3.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 2.17% |
$1.83K - $2.32K
|
2.59K
$127K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
53+ 0.7% |
$1.77K - $2.24K
|
7.63K
$375K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
50New |
$1.67K - $2.11K
|
50
$2.46K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
39New |
$1.3K - $1.64K
|
39
$1.92K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
38+ 1.27% |
$1.27K - $1.6K
|
3.03K
$149K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 0.22% |
$1.23K - $1.56K
|
17K
$835K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
37+ 0.09% |
$1.23K - $1.56K
|
43K
$2.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 0.5% |
$1.17K - $1.48K
|
7.09K
$348K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$834 - $1.05K
|
25
$1.23K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
25+ 0.01% |
$834 - $1.05K
|
300K
$14.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25New |
$834 - $1.05K
|
25
$1.23K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 1.96% |
$600 - $759
|
938
$46.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
13+ 10.24% |
$434 - $548
|
140
$6.88K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 0.64% |
$434 - $548
|
2.03K
$99.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
10+ 0.12% |
$334 - $422
|
8.38K
$412K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 1.82% |
$334 - $422
|
559
$27.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.76% |
$200 - $253
|
347
$17K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 2.16% |
$200 - $253
|
284
$14K
|
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
5+ 0.02% |
$167 - $211
|
26.4K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3+ 0.01% |
$100 - $127
|
20.1K
$985K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$66.7 - $84.3
|
2
$98.3
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$66.7 - $84.3
|
12.1K
$594K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 2.15% |
$66.7 - $84.3
|
95
$4.67K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.01% |
$33.4 - $42.2
|
8.09K
$397K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1+ 1.79% |
$33.4 - $42.2
|
57
$2.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$33.4 - $42.2
|
16.3K
$800K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.56% |
$33.4 - $42.2
|
40
$1.97K
|