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 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13K+ 67.89% |
$486K - $517K
|
32.2K
$1.58M
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
12.2K+ 4.04% |
$453K - $482K
|
313K
$15.4M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.8K+ 45.74% |
$440K - $468K
|
37.6K
$1.85M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 9.98% |
$424K - $452K
|
125K
$6.16M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11KNew |
$411K - $437K
|
11K
$541K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
10.8K+ 30.36% |
$404K - $430K
|
46.5K
$2.28M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10.5K+ 190.02% |
$392K - $417K
|
16K
$788K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.7K+ 10.33% |
$325K - $345K
|
92.9K
$4.57M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.9KNew |
$295K - $313K
|
7.9K
$388K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7.9K+ 77.36% |
$295K - $313K
|
18.1K
$889K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.88KNew |
$294K - $313K
|
7.88K
$387K
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.68KNew |
$286K - $305K
|
7.68K
$377K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.66K+ 9.52% |
$286K - $304K
|
88.1K
$4.33M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.65KNew |
$285K - $304K
|
7.65K
$376K
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
7.42KNew |
$277K - $295K
|
7.42K
$365K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.4K+ 17.98% |
$276K - $294K
|
48.5K
$2.38M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.76K+ 9.72% |
$252K - $268K
|
76.3K
$3.75M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
6.5KNew |
$243K - $258K
|
6.5K
$319K
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.48KNew |
$242K - $257K
|
6.48K
$319K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.47KNew |
$242K - $257K
|
6.47K
$318K
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6.38KNew |
$238K - $253K
|
6.38K
$313K
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
6.1K+ 32.44% |
$228K - $242K
|
24.9K
$1.22M
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.72K+ 7.36% |
$214K - $227K
|
83.5K
$4.1M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5.57KNew |
$208K - $221K
|
5.57K
$274K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.31K+ 4.88% |
$198K - $211K
|
114K
$5.6M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.29KNew |
$197K - $210K
|
5.29K
$260K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.26KNew |
$196K - $209K
|
5.26K
$258K
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.16K+ 56.06% |
$192K - $205K
|
14.4K
$705K
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.15K+ 6.75% |
$192K - $204K
|
81.4K
$4M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.75K+ 11.88% |
$177K - $189K
|
44.8K
$2.2M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.27K+ 6.55% |
$159K - $170K
|
69.5K
$3.42M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.22K+ 19.28% |
$157K - $167K
|
26.1K
$1.28M
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.19K+ 57.74% |
$156K - $166K
|
11.4K
$562K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.15K+ 9.63% |
$155K - $165K
|
47.2K
$2.32M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.14K+ 14.32% |
$154K - $164K
|
33.1K
$1.62M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.04K+ 12.47% |
$151K - $160K
|
36.4K
$1.79M
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
3.97K+ 11.19% |
$148K - $158K
|
39.5K
$1.94M
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.95K+ 26.02% |
$147K - $157K
|
19.1K
$939K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.91K+ 5.77% |
$146K - $155K
|
71.6K
$3.52M
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.91KNew |
$146K - $155K
|
3.91K
$192K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.77K+ 5.62% |
$141K - $150K
|
70.8K
$3.48M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.62KNew |
$135K - $144K
|
3.62K
$178K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.49K+ 39.51% |
$130K - $139K
|
12.3K
$606K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.48K+ 1.73% |
$130K - $138K
|
205K
$10.1M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 39.39% |
$129K - $137K
|
12.3K
$602K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.35K+ 14.27% |
$125K - $133K
|
26.8K
$1.32M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.27K+ 1.87% |
$122K - $130K
|
178K
$8.74M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16K+ 25.28% |
$118K - $125K
|
15.7K
$770K
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.1K+ 2.02% |
$116K - $123K
|
156K
$7.67M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.07K+ 5.61% |
$115K - $122K
|
57.8K
$2.84M
|