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 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
7.51KNew |
$338K - $362K
|
7.51K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.22K+ 10.65% |
$325K - $348K
|
75K
$3.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.21KNew |
$324K - $347K
|
7.21K
$358K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.95K+ 35.2% |
$313K - $335K
|
26.7K
$1.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
6.89KNew |
$310K - $332K
|
6.89K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.84KNew |
$308K - $330K
|
6.84K
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
6.69KNew |
$301K - $322K
|
6.69K
$332K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.69KNew |
$301K - $322K
|
6.69K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.58KNew |
$296K - $317K
|
6.58K
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.51K+ 47.04% |
$293K - $314K
|
20.4K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6.47K+ 3.51% |
$291K - $312K
|
191K
$9.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.45K+ 1.82% |
$290K - $311K
|
360K
$17.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
6.32KNew |
$284K - $304K
|
6.32K
$314K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.29K+ 63.3% |
$283K - $303K
|
16.2K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.14K+ 2.12% |
$277K - $296K
|
296K
$14.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.06K+ 9.94% |
$273K - $292K
|
67.1K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.98KNew |
$269K - $288K
|
5.98K
$297K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.81K+ 718.56% |
$261K - $280K
|
6.61K
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.7KNew |
$257K - $275K
|
5.7K
$283K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.67KNew |
$255K - $273K
|
5.67K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.67KNew |
$255K - $273K
|
5.67K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.66K+ 94.82% |
$255K - $273K
|
11.6K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.6K+ 549.02% |
$252K - $270K
|
6.62K
$329K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.58K+ 8.26% |
$251K - $269K
|
73.1K
$3.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.54K+ 9.51% |
$249K - $267K
|
63.7K
$3.16M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.43K+ 3.04% |
$245K - $262K
|
184K
$9.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.4KNew |
$243K - $260K
|
5.4K
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
5.24K+ 11.7% |
$236K - $252K
|
50K
$2.48M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.16K+ 9.85% |
$232K - $249K
|
57.6K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.16K+ 9.85% |
$232K - $249K
|
57.6K
$2.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.15K+ 103.0% |
$232K - $248K
|
10.2K
$504K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.09K+ 19.95% |
$229K - $245K
|
30.6K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 50.0% |
$225K - $241K
|
15K
$745K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5K+ 2.56% |
$225K - $241K
|
200K
$9.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.97KNew |
$224K - $240K
|
4.97K
$247K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.97KNew |
$224K - $240K
|
4.97K
$247K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.91KNew |
$221K - $237K
|
4.91K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.83KNew |
$217K - $233K
|
4.83K
$240K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4.74K+ 3.5% |
$213K - $228K
|
140K
$6.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.5KNew |
$203K - $217K
|
4.5K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.46K+ 891.6% |
$201K - $215K
|
4.96K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.44KNew |
$200K - $214K
|
4.44K
$220K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4.42K+ 4.82% |
$199K - $213K
|
96.2K
$4.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.41KNew |
$198K - $212K
|
4.41K
$219K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.35KNew |
$196K - $210K
|
4.35K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.3K+ 24.17% |
$194K - $207K
|
22.1K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.29K+ 61.98% |
$193K - $207K
|
11.2K
$556K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.25KNew |
$191K - $205K
|
4.25K
$211K
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.25K+ 1.35% |
$191K - $205K
|
319K
$15.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.23K+ 26.98% |
$191K - $204K
|
19.9K
$989K
|