Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.49M+ 13.97% |
$67.3M - $72M
|
12.2M
$579M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.49M+ 13.97% |
$67.3M - $72M
|
12.2M
$579M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
642K+ 10.33% |
$28.9M - $30.9M
|
6.86M
$326M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
430K+ 2059.39% |
$19.4M - $20.7M
|
451K
$21.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
350K+ 259.99% |
$15.8M - $16.9M
|
485K
$23.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
273K+ 15.72% |
$12.3M - $13.1M
|
2.01M
$95.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
263K+ 233.32% |
$11.8M - $12.7M
|
376K
$17.9M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
226KNew |
$10.2M - $10.9M
|
226K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
204KNew |
$9.2M - $9.85M
|
204K
$9.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
189K+ 16.78% |
$8.51M - $9.11M
|
1.32M
$62.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
188K+ 18.81% |
$8.48M - $9.07M
|
1.19M
$56.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 8.91% |
$7.83M - $8.38M
|
2.12M
$101M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
168K+ 28.07% |
$7.58M - $8.11M
|
768K
$36.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
148K+ 14.8% |
$6.67M - $7.14M
|
1.15M
$54.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
128K+ 397.86% |
$5.76M - $6.16M
|
160K
$7.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
103K+ 856.75% |
$4.62M - $4.94M
|
115K
$5.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
101KNew |
$4.56M - $4.88M
|
101K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
89.8K+ 1122537.5% |
$4.04M - $4.33M
|
89.8K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Vista Finance, LLC
|
BUY
|
- |
77.1K+ 97.59% |
$3.47M - $3.72M
|
156K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.6K+ 4.48% |
$3.27M - $3.5M
|
1.7M
$80.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.7K+ 7.73% |
$3.14M - $3.36M
|
971K
$46.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
63.7K+ 275.91% |
$2.87M - $3.07M
|
86.8K
$4.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
61.4K+ 2.27% |
$2.77M - $2.96M
|
2.77M
$132M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59.9K+ 1360.81% |
$2.7M - $2.89M
|
64.3K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.5K+ 79.12% |
$2.64M - $2.82M
|
132K
$6.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
58.1K+ 63.81% |
$2.62M - $2.8M
|
149K
$7.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
58KNew |
$2.61M - $2.8M
|
58K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
57.1K+ 623.28% |
$2.57M - $2.75M
|
66.3K
$3.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55.3KNew |
$2.49M - $2.67M
|
55.3K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
52.8KNew |
$2.38M - $2.54M
|
52.8K
$2.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
52.4KNew |
$2.36M - $2.53M
|
52.4K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
44.5KNew |
$2M - $2.14M
|
44.5K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
42.8K+ 149.72% |
$1.93M - $2.06M
|
71.4K
$3.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.1K+ 14.91% |
$1.9M - $2.03M
|
325K
$15.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
36.9K+ 605.5% |
$1.66M - $1.78M
|
43K
$2.04M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
35.9KNew |
$1.62M - $1.73M
|
35.9K
$1.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
33.6KNew |
$1.51M - $1.62M
|
33.6K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
33.2K+ 26.6% |
$1.49M - $1.6M
|
158K
$7.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
33K+ 425.05% |
$1.49M - $1.59M
|
40.7K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
32.5KNew |
$1.46M - $1.57M
|
32.5K
$1.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
32.5KNew |
$1.46M - $1.56M
|
32.5K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30.4K+ 122.74% |
$1.37M - $1.47M
|
55.2K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
29.1K+ 207.76% |
$1.31M - $1.4M
|
43.1K
$2.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2KNew |
$1.13M - $1.21M
|
25.2K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
24.6K+ 235.14% |
$1.11M - $1.18M
|
35K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23.9K+ 30.73% |
$1.08M - $1.15M
|
102K
$4.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
23.9K+ 14.77% |
$1.08M - $1.15M
|
186K
$8.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
23.6K+ 7727.54% |
$1.06M - $1.14M
|
23.9K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.8K+ 339.33% |
$1.03M - $1.1M
|
29.5K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.8K+ 253.72% |
$1.03M - $1.1M
|
31.7K
$1.51M
|