Purchases and Sales Made in Q2 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 Q2 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 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
409K+ 7.0% |
$15.3M - $16.2M
|
6.25M
$307M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
305K+ 3.7% |
$11.4M - $12.1M
|
8.54M
$420M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
305K+ 3.7% |
$11.4M - $12.1M
|
8.54M
$420M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
255K+ 2.65% |
$9.5M - $10.1M
|
9.87M
$485M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
239K+ 36.32% |
$8.92M - $9.49M
|
897K
$44.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
218K+ 110.63% |
$8.15M - $8.67M
|
416K
$20.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
192KNew |
$7.18M - $7.64M
|
192K
$9.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
128K+ 247.46% |
$4.77M - $5.07M
|
179K
$8.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
124K+ 18.86% |
$4.62M - $4.91M
|
780K
$38.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
112K+ 132.59% |
$4.19M - $4.45M
|
197K
$9.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
91.8KNew |
$3.43M - $3.64M
|
91.8K
$4.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
84KNew |
$3.13M - $3.33M
|
84K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
62.3KNew |
$2.33M - $2.47M
|
62.3K
$3.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
60.1KNew |
$2.24M - $2.39M
|
60.1K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59.4K+ 18.92% |
$2.21M - $2.36M
|
373K
$18.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
59.1K+ 3.11% |
$2.21M - $2.35M
|
1.96M
$96.4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
58.9K+ 110.19% |
$2.2M - $2.34M
|
112K
$5.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
58.6KNew |
$2.19M - $2.33M
|
58.6K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53K+ 3.59% |
$1.98M - $2.1M
|
1.53M
$75.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
51.8KNew |
$1.93M - $2.06M
|
51.8K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.3K+ 6.89% |
$1.73M - $1.84M
|
718K
$35.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
45.9KNew |
$1.71M - $1.82M
|
45.9K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35K+ 38.15% |
$1.3M - $1.39M
|
127K
$6.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
32.4K+ 19.11% |
$1.21M - $1.29M
|
202K
$9.92M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
32.2KNew |
$1.2M - $1.28M
|
32.2K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
31.9KNew |
$1.19M - $1.27M
|
31.9K
$1.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.15M - $1.22M
|
30.8K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
29.3K+ 6.6% |
$1.09M - $1.16M
|
473K
$23.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
27.4K+ 17.08% |
$1.02M - $1.09M
|
188K
$9.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27.3KNew |
$1.02M - $1.08M
|
27.3K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
27.1KNew |
$1.01M - $1.08M
|
27.1K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25.9K+ 15.79% |
$968K - $1.03M
|
190K
$9.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.5K+ 22.65% |
$952K - $1.01M
|
138K
$6.79M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
25KNew |
$933K - $992K
|
25K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.1K+ 225.36% |
$863K - $918K
|
33.4K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.9K+ 48.03% |
$854K - $909K
|
70.6K
$3.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
22.6K+ 82.31% |
$842K - $896K
|
50K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
22.5K+ 32.37% |
$839K - $892K
|
91.9K
$4.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
22.3KNew |
$834K - $887K
|
22.3K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
22.1K+ 14.78% |
$825K - $878K
|
172K
$8.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.6KNew |
$807K - $859K
|
21.6K
$1.06M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
19.5KNew |
$726K - $772K
|
19.5K
$956K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.3KNew |
$719K - $765K
|
19.3K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18.3K+ 10.79% |
$683K - $726K
|
188K
$9.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18K+ 2.83% |
$671K - $713K
|
652K
$32M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17K+ 37.14% |
$633K - $673K
|
62.6K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.8K+ 1.82% |
$588K - $625K
|
882K
$43.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.6K+ 238.39% |
$546K - $581K
|
20.8K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.7K+ 3.68% |
$509K - $542K
|
384K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 1.78% |
$509K - $541K
|
780K
$38.3M
|