Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
291+ 8.16% |
$9.72K - $12K
|
3.86K
$189K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
275+ 1.91% |
$9.18K - $11.4K
|
14.7K
$722K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
242+ 2.48% |
$8.08K - $9.99K
|
10K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
233New |
$7.78K - $9.62K
|
233
$11.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220+ 4.77% |
$7.35K - $9.08K
|
4.84K
$238K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
180+ 2.45% |
$6.01K - $7.43K
|
7.54K
$370K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
178New |
$5.94K - $7.35K
|
178
$8.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
156+ 1.56% |
$5.21K - $6.44K
|
10.2K
$500K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
155+ 2.37% |
$5.18K - $6.4K
|
6.7K
$329K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
128New |
$4.27K - $5.29K
|
128
$6.29K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
122+ 0.85% |
$4.07K - $5.04K
|
14.4K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
120+ 4.0% |
$4.01K - $4.95K
|
3.12K
$153K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
117New |
$3.91K - $4.83K
|
117
$5.75K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
116+ 8.29% |
$3.87K - $4.79K
|
1.52K
$74.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115+ 0.65% |
$3.84K - $4.75K
|
17.8K
$873K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
112+ 1.41% |
$3.74K - $4.62K
|
8.07K
$396K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
111New |
$3.71K - $4.58K
|
111
$5.45K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
95+ 1.01% |
$3.17K - $3.92K
|
9.47K
$465K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
91New |
$3.04K - $3.76K
|
91
$4.47K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75New |
$2.5K - $3.1K
|
75
$3.68K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
73+ 0.31% |
$2.44K - $3.01K
|
23.9K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
68+ 0.05% |
$2.27K - $2.81K
|
144K
$7.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
60+ 0.09% |
$2K - $2.48K
|
64K
$3.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
58+ 14.54% |
$1.94K - $2.39K
|
457
$22.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
57+ 0.22% |
$1.9K - $2.35K
|
26.1K
$1.28M
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
55+ 0.72% |
$1.84K - $2.27K
|
7.69K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55New |
$1.84K - $2.27K
|
55
$2.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.18% |
$1.37K - $1.69K
|
22.8K
$1.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
37+ 0.09% |
$1.24K - $1.53K
|
43K
$2.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 0.48% |
$1.14K - $1.4K
|
7.13K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
32+ 0.21% |
$1.07K - $1.32K
|
15.1K
$742K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17+ 1.81% |
$568 - $702
|
955
$46.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 0.68% |
$534 - $661
|
2.35K
$116K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14+ 5.91% |
$467 - $578
|
251
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13New |
$434 - $537
|
13
$639
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
12+ 0.06% |
$401 - $495
|
20.4K
$1M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.01% |
$367 - $454
|
200K
$9.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
11+ 7.86% |
$367 - $454
|
151
$7.42K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 1.79% |
$334 - $413
|
569
$28K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
9+ 0.11% |
$301 - $372
|
8.39K
$412K
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.05% |
$234 - $289
|
14.2K
$697K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.76% |
$167 - $206
|
289
$14.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4+ 0.02% |
$134 - $165
|
20.1K
$985K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4+ 0.07% |
$134 - $165
|
5.95K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.03% |
$100 - $124
|
11.3K
$557K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.02% |
$66.8 - $82.6
|
8.09K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.0% |
$66.8 - $82.6
|
84.4K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1+ 1.75% |
$33.4 - $41.3
|
58
$2.85K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.52% |
$33.4 - $41.3
|
67
$3.29K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.5% |
$33.4 - $41.3
|
41
$2.01K
|