Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.33M+ 15.53% |
$52M - $56.3M
|
9.87M
$469M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.12M+ 12.82% |
$44M - $47.6M
|
9.87M
$469M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.01MNew |
$39.5M - $42.8M
|
1.01M
$47.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
885KNew |
$34.7M - $37.6M
|
885K
$42.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
380K+ 58.4% |
$14.9M - $16.1M
|
1.03M
$49M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
325K+ 45.49% |
$12.7M - $13.8M
|
1.04M
$49.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
257KNew |
$10.1M - $10.9M
|
257K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
255KNew |
$9.99M - $10.8M
|
255K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
200K+ 188.8% |
$7.83M - $8.49M
|
306K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
191KNew |
$7.49M - $8.11M
|
191K
$9.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
130K+ 4.7% |
$5.08M - $5.5M
|
2.88M
$137M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 8.56% |
$4.11M - $4.45M
|
1.33M
$63.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95.3K+ 10.63% |
$3.74M - $4.05M
|
992K
$47.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
92.1KNew |
$3.61M - $3.91M
|
92.1K
$4.38M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
92.1K+ 19.46% |
$3.61M - $3.91M
|
565K
$26.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
88K+ 22.89% |
$3.45M - $3.74M
|
472K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
79.5K+ 96.81% |
$3.12M - $3.37M
|
162K
$7.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
74.1K+ 26.69% |
$2.91M - $3.15M
|
352K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
72.4KNew |
$2.84M - $3.08M
|
72.4K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
63.2K+ 15.68% |
$2.48M - $2.68M
|
466K
$22.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
63.1K+ 71.6% |
$2.47M - $2.68M
|
151K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.3K+ 149.08% |
$2.01M - $2.18M
|
85.6K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.8K+ 5.53% |
$1.91M - $2.07M
|
930K
$44.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.8K+ 1.09% |
$1.84M - $1.99M
|
4.33M
$206M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.9K+ 33.93% |
$1.64M - $1.78M
|
166K
$7.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.8K+ 12.89% |
$1.48M - $1.61M
|
331K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
33.9KNew |
$1.33M - $1.44M
|
33.9K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.6K+ 100.53% |
$1.32M - $1.43M
|
66.9K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
30.5K+ 94.79% |
$1.2M - $1.29M
|
62.7K
$2.98M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28.4KNew |
$1.11M - $1.21M
|
28.4K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
28K+ 16.32% |
$1.1M - $1.19M
|
200K
$9.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.5KNew |
$1.08M - $1.17M
|
27.5K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
27K+ 2.52% |
$1.06M - $1.15M
|
1.1M
$52.2M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27KNew |
$1.06M - $1.15M
|
27K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.7KNew |
$1.05M - $1.13M
|
26.7K
$1.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26.6K+ 170.85% |
$1.04M - $1.13M
|
42.2K
$2.01M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$1.03M - $1.12M
|
26.3K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.8K+ 24.47% |
$1.01M - $1.1M
|
131K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.8K+ 20.58% |
$1.01M - $1.1M
|
151K
$7.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
25.6KNew |
$1M - $1.09M
|
25.6K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
23.3KNew |
$912K - $988K
|
23.3K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
22.8K+ 2.52% |
$893K - $968K
|
928K
$44.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
21.8KNew |
$856K - $928K
|
21.8K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.2K+ 272.24% |
$832K - $902K
|
29K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
19.9K+ 64.5% |
$781K - $847K
|
50.8K
$2.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.9K+ 5.33% |
$780K - $845K
|
393K
$18.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.8K+ 94.3% |
$775K - $839K
|
40.7K
$1.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.3KNew |
$756K - $819K
|
19.3K
$917K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.2KNew |
$752K - $814K
|
19.2K
$912K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
18.8KNew |
$738K - $800K
|
18.8K
$896K
|