Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
372+ 2.87% |
$11.6K - $13.8K
|
13.3K
$661K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
353+ 2.43% |
$11K - $13.1K
|
14.9K
$739K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
350+ 1.48% |
$10.9K - $12.9K
|
24.1K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
333+ 0.59% |
$10.4K - $12.3K
|
56.6K
$2.81M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
331+ 2.92% |
$10.3K - $12.2K
|
11.7K
$580K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
321New |
$10K - $11.9K
|
321
$15.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
321+ 4.08% |
$10K - $11.9K
|
8.19K
$407K
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
275+ 0.44% |
$8.57K - $10.2K
|
63.2K
$3.14M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
265+ 0.79% |
$8.26K - $9.8K
|
34K
$1.69M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
240+ 1.06% |
$7.48K - $8.87K
|
23K
$1.14M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225+ 0.96% |
$7.01K - $8.32K
|
23.7K
$1.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
204+ 1.21% |
$6.36K - $7.54K
|
17.1K
$850K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
200New |
$6.23K - $7.39K
|
200
$9.93K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
200+ 3.29% |
$6.23K - $7.39K
|
6.28K
$312K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
170New |
$5.3K - $6.28K
|
170
$8.44K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
161+ 1.0% |
$5.02K - $5.95K
|
16.2K
$804K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
155New |
$4.83K - $5.73K
|
155
$7.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
155+ 0.84% |
$4.83K - $5.73K
|
18.6K
$923K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
127+ 1.83% |
$3.96K - $4.7K
|
7.05K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100+ 1.68% |
$3.12K - $3.7K
|
6.04K
$300K
|
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
100+ 0.83% |
$3.12K - $3.7K
|
12.2K
$605K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
97+ 1.59% |
$3.02K - $3.59K
|
6.2K
$308K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
88+ 0.12% |
$2.74K - $3.25K
|
71.4K
$3.55M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
74+ 11.56% |
$2.31K - $2.74K
|
714
$35.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
65+ 2.1% |
$2.03K - $2.4K
|
3.16K
$157K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 0.87% |
$1.84K - $2.18K
|
6.86K
$341K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
56+ 0.76% |
$1.74K - $2.07K
|
7.47K
$371K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
56+ 0.24% |
$1.74K - $2.07K
|
23.3K
$1.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
41+ 1.34% |
$1.28K - $1.52K
|
3.11K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
40+ 0.54% |
$1.25K - $1.48K
|
7.43K
$369K
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
38+ 0.11% |
$1.18K - $1.4K
|
35.1K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
34+ 0.09% |
$1.06K - $1.26K
|
37.9K
$1.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27+ 0.09% |
$841 - $998
|
29.2K
$1.45M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 2.08% |
$561 - $665
|
884
$43.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 2.17% |
$467 - $555
|
705
$35K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 0.76% |
$467 - $555
|
1.99K
$98.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
12+ 0.04% |
$374 - $444
|
29.7K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
11+ 0.01% |
$343 - $407
|
75.9K
$3.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 2.13% |
$343 - $407
|
527
$26.2K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7+ 2.35% |
$218 - $259
|
305
$15.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 2.3% |
$187 - $222
|
267
$13.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.02% |
$62.3 - $73.9
|
8.66K
$430K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.02% |
$62.3 - $73.9
|
12K
$598K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.02% |
$62.3 - $73.9
|
11.9K
$593K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.7% |
$31.2 - $37
|
38
$1.89K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$31.2 - $37
|
1.42K
$70.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.64% |
$31.2 - $37
|
62
$3.08K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- 0.01% |
$31.2 - $37
|
16K
$795K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-5- 0.75% |
$156 - $185
|
660
$32.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-25- 0.21% |
$779 - $924
|
12.1K
$600K
|