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 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
776+ 2.63% |
$29K - $30.8K
|
30.3K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
756+ 2.23% |
$28.2K - $30K
|
34.7K
$1.71M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
751+ 0.61% |
$28K - $29.8K
|
124K
$6.07M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
724+ 8.69% |
$27K - $28.7K
|
9.05K
$445K
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
714+ 0.55% |
$26.6K - $28.3K
|
130K
$6.39M
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
699+ 2.22% |
$26.1K - $27.7K
|
32.2K
$1.58M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
670+ 2.75% |
$25K - $26.6K
|
25.1K
$1.23M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
656+ 10.07% |
$24.5K - $26K
|
7.17K
$352K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
611+ 0.13% |
$22.8K - $24.3K
|
474K
$23.3M
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
600+ 5.16% |
$22.4K - $23.8K
|
12.2K
$601K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
527+ 5.3% |
$19.7K - $20.9K
|
10.5K
$514K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
500New |
$18.7K - $19.8K
|
500
$24.6K
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
500+ 3.77% |
$18.7K - $19.8K
|
13.8K
$677K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
478+ 0.91% |
$17.8K - $19K
|
53.1K
$2.61M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
476+ 34.95% |
$17.8K - $18.9K
|
1.84K
$90.3K
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
460+ 1.16% |
$17.2K - $18.3K
|
40.1K
$1.97M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
459+ 2.75% |
$17.1K - $18.2K
|
17.2K
$843K
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
450+ 1.8% |
$16.8K - $17.9K
|
25.4K
$1.25M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
450+ 2.52% |
$16.8K - $17.9K
|
18.3K
$900K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449+ 1.47% |
$16.8K - $17.8K
|
31.1K
$1.53M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
421+ 2.94% |
$15.7K - $16.7K
|
14.7K
$724K
|
|
Jul 20, 2023
Q2 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
410+ 0.29% |
$15.3K - $16.3K
|
141K
$6.93M
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
400New |
$14.9K - $15.9K
|
400
$19.7K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
395New |
$14.7K - $15.7K
|
395
$19.4K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
395+ 3.18% |
$14.7K - $15.7K
|
12.8K
$629K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
377+ 0.46% |
$14.1K - $15K
|
81.5K
$4M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
371+ 2.05% |
$13.8K - $14.7K
|
18.5K
$907K
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
370+ 7.14% |
$13.8K - $14.7K
|
5.56K
$273K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
365+ 4.69% |
$13.6K - $14.5K
|
8.15K
$401K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
363+ 2.19% |
$13.5K - $14.4K
|
16.9K
$831K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
348+ 20.76% |
$13K - $13.8K
|
2.02K
$99.4K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
346+ 4.54% |
$12.9K - $13.7K
|
7.96K
$391K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
342New |
$12.8K - $13.6K
|
342
$16.8K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
325New |
$12.1K - $12.9K
|
325
$16K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
303+ 2.6% |
$11.3K - $12K
|
11.9K
$587K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
300New |
$11.2K - $11.9K
|
300
$14.7K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$11.2K - $11.9K
|
300
$14.7K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
297+ 0.37% |
$11.1K - $11.8K
|
79.9K
$3.93M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
297+ 0.37% |
$11.1K - $11.8K
|
79.9K
$3.93M
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
287+ 1.44% |
$10.7K - $11.4K
|
20.2K
$993K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
286+ 37.29% |
$10.7K - $11.4K
|
1.05K
$51.7K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
281+ 4.55% |
$10.5K - $11.2K
|
6.45K
$317K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
260+ 4.42% |
$9.7K - $10.3K
|
6.14K
$302K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
255+ 2.47% |
$9.51K - $10.1K
|
10.6K
$520K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$9.33K - $9.92K
|
250
$12.3K
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
249+ 0.45% |
$9.29K - $9.88K
|
56K
$2.75M
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
248+ 1.36% |
$9.25K - $9.84K
|
18.4K
$905K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
230+ 5.6% |
$8.58K - $9.13K
|
4.33K
$213K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
230+ 5.6% |
$8.58K - $9.13K
|
4.33K
$213K
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
227+ 0.43% |
$8.47K - $9.01K
|
53.4K
$2.62M
|