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 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.67KNew |
$222K - $241K
|
5.67K
$269K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.44K+ 11.2% |
$213K - $231K
|
54K
$2.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.33K+ 26.38% |
$209K - $227K
|
25.6K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.29K+ 22.9% |
$208K - $225K
|
28.4K
$1.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.26KNew |
$206K - $224K
|
5.26K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.26K+ 10.96% |
$206K - $223K
|
53.3K
$2.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
5.25KNew |
$206K - $223K
|
5.25K
$250K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.24KNew |
$205K - $223K
|
5.24K
$249K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
5.21KNew |
$204K - $221K
|
5.21K
$248K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.18K+ 3.47% |
$203K - $220K
|
154K
$7.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.14K+ 38.61% |
$201K - $218K
|
18.4K
$877K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5KNew |
$196K - $212K
|
5K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5KNew |
$196K - $212K
|
5K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.94KNew |
$194K - $210K
|
4.94K
$235K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.85KNew |
$190K - $206K
|
4.85K
$231K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$189K - $205K
|
4.83K
$230K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
4.82KNew |
$189K - $205K
|
4.82K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.77K+ 9.36% |
$187K - $202K
|
55.7K
$2.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.76KNew |
$187K - $202K
|
4.76K
$226K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.6K+ 7.95% |
$180K - $195K
|
62.4K
$2.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.5KNew |
$176K - $191K
|
4.5K
$214K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
4.5K+ 4.9% |
$176K - $191K
|
96.4K
$4.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
4.4K+ 2201.5% |
$173K - $187K
|
4.6K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.2K+ 5.96% |
$165K - $179K
|
74.8K
$3.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.17K+ 950.11% |
$164K - $177K
|
4.61K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.92K+ 4.82% |
$154K - $167K
|
85.3K
$4.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.85KNew |
$151K - $164K
|
3.85K
$183K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3.82K+ 5.11% |
$150K - $162K
|
78.5K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.61K+ 3.25% |
$141K - $153K
|
115K
$5.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.5K+ 35.0% |
$137K - $149K
|
13.5K
$642K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.34K+ 140.8% |
$131K - $142K
|
5.72K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.25K+ 47.13% |
$127K - $138K
|
10.2K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.21K+ 3.83% |
$126K - $136K
|
86.9K
$4.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 16.08% |
$121K - $131K
|
22.2K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.06K+ 17.85% |
$120K - $130K
|
20.2K
$962K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.87K+ 28.12% |
$112K - $122K
|
13.1K
$621K
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
2.82K+ 2.0% |
$111K - $120K
|
144K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.64K+ 5.09% |
$104K - $112K
|
54.5K
$2.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.58K+ 2.86% |
$101K - $109K
|
92.6K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.47K+ 1.63% |
$96.9K - $105K
|
154K
$7.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.45K+ 4.38% |
$96.2K - $104K
|
58.4K
$2.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.42K+ 89.53% |
$94.9K - $103K
|
5.13K
$244K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.35K+ 89.56% |
$92.1K - $99.8K
|
4.97K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.33K+ 8.67% |
$91.2K - $98.8K
|
29.2K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.25K+ 37.32% |
$88K - $95.4K
|
8.26K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.22K+ 2.63% |
$86.8K - $94.1K
|
86.3K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 5.83% |
$86.2K - $93.4K
|
39.9K
$1.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.06K+ 2.06% |
$80.7K - $87.4K
|
102K
$4.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$80.5K - $87.2K
|
2.05K
$97.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.02K+ 1.3% |
$79.3K - $86K
|
158K
$7.52M
|