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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 11.55% |
$113K - $120K
|
29.3K
$1.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
3KNew |
$112K - $119K
|
3K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.95K+ 40.25% |
$110K - $117K
|
10.3K
$511K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
2.7K+ 5.07% |
$101K - $107K
|
55.9K
$2.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 7.67% |
$100K - $106K
|
37.6K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.66K+ 15.52% |
$99.1K - $105K
|
19.8K
$981K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.58K+ 1.29% |
$96.1K - $102K
|
203K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.57K+ 29.13% |
$95.8K - $102K
|
11.4K
$565K
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
2.43K+ 3.06% |
$90.8K - $96.6K
|
82K
$4.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.42K+ 1.86% |
$90.1K - $95.9K
|
133K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.36K+ 21.6% |
$88.2K - $93.8K
|
13.3K
$660K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.29K+ 9.38% |
$85.4K - $90.9K
|
26.7K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.16K+ 1.35% |
$80.6K - $85.8K
|
163K
$8.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.08K+ 9.58% |
$77.7K - $82.6K
|
23.8K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.05K+ 21.14% |
$76.3K - $81.2K
|
11.7K
$582K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2K+ 13.87% |
$74.6K - $79.4K
|
16.4K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 22.25% |
$73.1K - $77.8K
|
10.8K
$535K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 4.13% |
$72.8K - $77.4K
|
49.2K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$71.8K - $76.4K
|
1.93K
$95.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.8K+ 3.76% |
$67.1K - $71.4K
|
49.6K
$2.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.68K+ 7.91% |
$62.7K - $66.7K
|
22.9K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.67K+ 2.03% |
$62.5K - $66.4K
|
84.1K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.61K+ 30.51% |
$60.2K - $64K
|
6.9K
$343K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.59K+ 4.53% |
$59.4K - $63.2K
|
36.7K
$1.82M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58KNew |
$59K - $62.8K
|
1.58K
$78.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 0.54% |
$57.9K - $61.6K
|
288K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.54K+ 4.68% |
$57.3K - $61K
|
34.4K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.34K+ 4.81% |
$50K - $53.1K
|
29.2K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.3K+ 317.07% |
$48.5K - $51.6K
|
1.71K
$84.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.26K+ 2.19% |
$46.9K - $49.9K
|
58.5K
$2.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.25K+ 9.47% |
$46.8K - $49.8K
|
14.5K
$720K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.25KNew |
$46.5K - $49.5K
|
1.25K
$61.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
1.2K+ 61.86% |
$44.8K - $47.6K
|
3.14K
$156K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.15K+ 19.56% |
$42.9K - $45.6K
|
7.03K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
1.15K+ 3.85% |
$42.8K - $45.5K
|
30.9K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
1.14K+ 5.45% |
$42.4K - $45.1K
|
22K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.13K+ 9.42% |
$42.1K - $44.8K
|
13.1K
$650K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.13K+ 3.0% |
$42.1K - $44.8K
|
38.8K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.13K+ 3.71% |
$42K - $44.7K
|
31.5K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 89.7% |
$41.9K - $44.6K
|
2.38K
$118K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.11K+ 1.51% |
$41.5K - $44.1K
|
74.7K
$3.71M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1K+ 6.24% |
$37.5K - $39.8K
|
17.1K
$848K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
953+ 7.96% |
$35.6K - $37.8K
|
12.9K
$642K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
950+ 17.64% |
$35.4K - $37.7K
|
6.34K
$315K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
939+ 2.94% |
$35K - $37.3K
|
32.9K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
924+ 2.07% |
$34.5K - $36.7K
|
45.5K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
917+ 163.75% |
$34.2K - $36.4K
|
1.48K
$73.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
911+ 15.19% |
$34K - $36.2K
|
6.91K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
800+ 8000.0% |
$29.8K - $31.8K
|
810
$40.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
800New |
$29.8K - $31.8K
|
800
$39.7K
|