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
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 2.33% |
$261 - $278
|
307
$15.1K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 2.03% |
$261 - $278
|
351
$17.2K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7+ 0.13% |
$261 - $278
|
5.41K
$266K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.07% |
$224 - $238
|
8.13K
$399K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$74.6 - $79.4
|
1.94K
$95.5K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$74.6 - $79.4
|
2.39K
$117K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.01% |
$74.6 - $79.4
|
17.4K
$857K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 2.0% |
$74.6 - $79.4
|
102
$5.01K
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.02% |
$74.6 - $79.4
|
8.71K
$428K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-3- 60.0% |
$112 - $119
|
2
$98.3
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-9- 0.01% |
$336 - $357
|
68.4K
$3.36M
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-10- 0.15% |
$373 - $397
|
6.5K
$319K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 5.12% |
$485 - $516
|
241
$11.8K
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-14- 0.09% |
$522 - $556
|
15.3K
$753K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-20- 2.03% |
$746 - $794
|
967
$47.5K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-25- 0.21% |
$933 - $992
|
11.6K
$570K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-39- 5.21% |
$1.46K - $1.55K
|
710
$34.9K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-46- 0.08% |
$1.72K - $1.83K
|
55.4K
$2.72M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 2.23% |
$1.87K - $1.98K
|
2.2K
$108K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68- 0.35% |
$2.54K - $2.7K
|
19.4K
$952K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-71- 15.07% |
$2.65K - $2.82K
|
400
$19.7K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-77Closed |
$2.87K - $3.06K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-80- 1.31% |
$2.98K - $3.18K
|
6.02K
$296K
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-93- 0.26% |
$3.47K - $3.69K
|
35.8K
$1.76M
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-98- 3.64% |
$3.66K - $3.89K
|
2.6K
$128K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-100- 0.19% |
$3.73K - $3.97K
|
51.9K
$2.55M
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 13.25% |
$3.73K - $3.97K
|
655
$32.2K
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-100- 0.44% |
$3.73K - $3.97K
|
22.7K
$1.12M
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-101- 0.76% |
$3.77K - $4.01K
|
13.2K
$649K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-117- 0.23% |
$4.37K - $4.64K
|
50.9K
$2.5M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130- 82.28% |
$4.85K - $5.16K
|
28
$1.38K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-150- 1.98% |
$5.6K - $5.95K
|
7.42K
$364K
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-150- 1.92% |
$5.6K - $5.95K
|
7.65K
$376K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-153Closed |
$5.71K - $6.07K
|
0
$0
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-159- 2.09% |
$5.93K - $6.31K
|
7.47K
$367K
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-170- 0.62% |
$6.34K - $6.75K
|
27.1K
$1.33M
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-193- 0.96% |
$7.2K - $7.66K
|
19.9K
$976K
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-194- 1.21% |
$7.24K - $7.7K
|
15.9K
$780K
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-200- 3.81% |
$7.46K - $7.94K
|
5.05K
$248K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-202- 3.4% |
$7.54K - $8.02K
|
5.73K
$282K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-205- 2.17% |
$7.65K - $8.14K
|
9.25K
$454K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-207- 4.04% |
$7.72K - $8.22K
|
4.91K
$241K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-228- 43.59% |
$8.51K - $9.05K
|
295
$14.5K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-228- 3.72% |
$8.51K - $9.05K
|
5.89K
$290K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-243- 0.63% |
$9.07K - $9.64K
|
38.6K
$1.9M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-251- 2.28% |
$9.36K - $9.96K
|
10.8K
$529K
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-260- 3.93% |
$9.7K - $10.3K
|
6.35K
$312K
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-264- 2.15% |
$9.85K - $10.5K
|
12K
$591K
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-267- 0.83% |
$9.96K - $10.6K
|
31.8K
$1.56M
|