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 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
212+ 2.95% |
$7.91K - $8.41K
|
7.4K
$367K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
193New |
$7.2K - $7.66K
|
193
$9.58K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
188+ 0.5% |
$7.01K - $7.46K
|
37.7K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
175+ 1.12% |
$6.53K - $6.95K
|
15.8K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
174+ 1.91% |
$6.49K - $6.91K
|
9.26K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
170New |
$6.34K - $6.75K
|
170
$8.44K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
162+ 2.59% |
$6.04K - $6.43K
|
6.41K
$318K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
162+ 0.61% |
$6.04K - $6.43K
|
26.9K
$1.34M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
160+ 1.74% |
$5.97K - $6.35K
|
9.38K
$466K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
141+ 1.57% |
$5.26K - $5.6K
|
9.15K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
132+ 1.7% |
$4.92K - $5.24K
|
7.88K
$391K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
130+ 0.76% |
$4.85K - $5.16K
|
17.3K
$858K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
129+ 2.17% |
$4.81K - $5.12K
|
6.07K
$301K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
117+ 128.57% |
$4.37K - $4.64K
|
208
$10.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
115+ 0.56% |
$4.29K - $4.56K
|
20.7K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
110New |
$4.1K - $4.37K
|
110
$5.46K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
101+ 1.03% |
$3.77K - $4.01K
|
9.92K
$492K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
98+ 1.74% |
$3.66K - $3.89K
|
5.74K
$285K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
96+ 1.37% |
$3.58K - $3.81K
|
7.12K
$353K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
88+ 1.16% |
$3.28K - $3.49K
|
7.67K
$381K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
83New |
$3.1K - $3.29K
|
83
$4.12K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$2.98K - $3.18K
|
80
$3.97K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
68+ 2.03% |
$2.54K - $2.7K
|
3.42K
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
63+ 0.34% |
$2.35K - $2.5K
|
18.4K
$913K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
63+ 0.82% |
$2.35K - $2.5K
|
7.79K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 15.71% |
$2.05K - $2.18K
|
405
$20.1K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53+ 1.59% |
$1.98K - $2.1K
|
3.38K
$168K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$1.87K - $1.98K
|
50
$2.48K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46+ 0.11% |
$1.72K - $1.83K
|
43.2K
$2.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
43+ 0.79% |
$1.6K - $1.71K
|
5.49K
$272K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
40+ 0.74% |
$1.49K - $1.59K
|
5.45K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
32+ 0.52% |
$1.19K - $1.27K
|
6.23K
$309K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 4.3% |
$1.12K - $1.19K
|
727
$36.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
27+ 0.45% |
$1.01K - $1.07K
|
6.09K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
25+ 0.43% |
$933 - $992
|
5.78K
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22+ 2.22% |
$821 - $873
|
1.01K
$50.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 0.88% |
$784 - $833
|
2.41K
$119K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
20+ 0.12% |
$746 - $794
|
16.5K
$818K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
17New |
$634 - $675
|
17
$844
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17+ 0.96% |
$634 - $675
|
1.79K
$89K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
16+ 0.14% |
$597 - $635
|
11.8K
$587K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 2.2% |
$485 - $516
|
604
$30K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11+ 0.17% |
$410 - $437
|
6.43K
$319K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 2.13% |
$410 - $437
|
527
$26.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11+ 0.24% |
$410 - $437
|
4.57K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.38% |
$373 - $397
|
2.62K
$130K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 1.16% |
$336 - $357
|
784
$38.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
8+ 0.03% |
$298 - $318
|
24.8K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
8+ 0.04% |
$298 - $318
|
20.3K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 0.51% |
$298 - $318
|
1.58K
$78.3K
|