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 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-8.95K- 41.75% |
$334K - $355K
|
12.5K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.96K- 1.08% |
$334K - $356K
|
825K
$40.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-9.68K- 25.94% |
$361K - $384K
|
27.6K
$1.36M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10K- 0.98% |
$374K - $397K
|
1.01M
$49.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.2K- 3.54% |
$380K - $404K
|
278K
$13.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-10.5K- 29.83% |
$393K - $418K
|
24.8K
$1.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-11.1K- 12.53% |
$414K - $440K
|
77.4K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.1K- 53.39% |
$415K - $441K
|
9.7K
$477K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.2K- 2.04% |
$419K - $445K
|
538K
$26.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-12.4K- 5.94% |
$461K - $491K
|
196K
$9.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-12.6K- 54.91% |
$469K - $499K
|
10.3K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-13.8K- 4.47% |
$513K - $546K
|
294K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.8K- 18.75% |
$516K - $549K
|
59.9K
$2.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.2K- 38.29% |
$605K - $644K
|
26.1K
$1.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.4K- 0.92% |
$612K - $651K
|
1.77M
$86.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.1K- 10.24% |
$639K - $680K
|
150K
$7.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-17.4K- 10.38% |
$650K - $691K
|
150K
$7.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17.9K- 1.72% |
$669K - $712K
|
1.02M
$50.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.8K- 2.8% |
$700K - $744K
|
651K
$32M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20.6K- 30.01% |
$768K - $817K
|
48K
$2.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-21.5K- 13.87% |
$803K - $854K
|
134K
$6.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-22.6K- 80.19% |
$844K - $898K
|
5.59K
$275K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-24.5K- 21.43% |
$916K - $974K
|
90K
$4.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-24.6K- 17.84% |
$917K - $976K
|
113K
$5.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-25.8K- 98.33% |
$962K - $1.02M
|
439
$21.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-29.2K- 6.76% |
$1.09M - $1.16M
|
403K
$19.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-29.4K- 21.6% |
$1.1M - $1.17M
|
107K
$5.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-33.3K- 3.55% |
$1.24M - $1.32M
|
906K
$44.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.8K- 19.35% |
$1.33M - $1.42M
|
149K
$7.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
SELL
|
- |
-43.7K- 51.79% |
$1.63M - $1.74M
|
40.7K
$2M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-46.5K- 86.93% |
$1.74M - $1.85M
|
7K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-46.9K- 3.63% |
$1.75M - $1.86M
|
1.25M
$61.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-57.4K- 34.65% |
$2.14M - $2.28M
|
108K
$5.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-58.8K- 56.13% |
$2.19M - $2.33M
|
45.9K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-64.1K- 2.28% |
$2.39M - $2.55M
|
2.75M
$135M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-65.6K- 25.54% |
$2.45M - $2.6M
|
191K
$9.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-76K- 5.85% |
$2.84M - $3.02M
|
1.22M
$60.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-110K- 38.61% |
$4.1M - $4.36M
|
175K
$8.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-110K- 64.71% |
$4.1M - $4.37M
|
60K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-112K- 59.65% |
$4.17M - $4.44M
|
75.7K
$3.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-199K- 13.94% |
$7.42M - $7.9M
|
1.23M
$60.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-381K- 94.62% |
$14.2M - $15.1M
|
21.7K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-435K- 83.54% |
$16.2M - $17.2M
|
85.7K
$4.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-668K- 16.64% |
$24.9M - $26.5M
|
3.35M
$164M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-811K- 15.93% |
$30.3M - $32.2M
|
4.28M
$210M
|