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
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 0.68% |
$77.3K - $83.8K
|
290K
$14.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.87K+ 5.7% |
$73.5K - $79.6K
|
34.7K
$1.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
1.87K+ 0.6% |
$73.4K - $79.5K
|
315K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.81K+ 0.92% |
$71K - $76.9K
|
199K
$9.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 25.09% |
$70K - $75.9K
|
8.9K
$438K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.78K+ 106.93% |
$69.6K - $75.4K
|
3.44K
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.78K+ 6.81% |
$69.6K - $75.4K
|
27.9K
$1.37M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.73K+ 39.85% |
$67.7K - $73.3K
|
6.06K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.73K+ 39.85% |
$67.7K - $73.3K
|
6.06K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.69K+ 1.79% |
$66.2K - $71.7K
|
96.2K
$4.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.65K+ 1.3% |
$64.7K - $70.1K
|
128K
$6.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.58K+ 15.93% |
$62K - $67.1K
|
11.5K
$566K
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.58K+ 3.15% |
$61.7K - $66.9K
|
51.6K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.56K+ 2.25% |
$61.3K - $66.4K
|
71.1K
$3.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.55KNew |
$60.8K - $65.8K
|
1.55K
$76.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 10.59% |
$60.4K - $65.4K
|
16.1K
$792K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
1.49K+ 1.82% |
$58.5K - $63.4K
|
83.5K
$4.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.48K+ 9.31% |
$57.9K - $62.8K
|
17.3K
$853K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.44K+ 12.67% |
$56.6K - $61.3K
|
12.8K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.41K+ 17.75% |
$55.4K - $60K
|
9.37K
$461K
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.39K+ 18.78% |
$54.6K - $59.2K
|
8.82K
$434K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.36K+ 1.48% |
$53.3K - $57.7K
|
93.2K
$4.58M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.28K+ 12.88% |
$50.1K - $54.2K
|
11.2K
$550K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.05K+ 10.23% |
$41.2K - $44.7K
|
11.3K
$557K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 10.8% |
$40.7K - $44K
|
10.6K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 0.54% |
$39.6K - $42.9K
|
189K
$9.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1K+ 15.38% |
$39.2K - $42.5K
|
7.5K
$369K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
968+ 13.08% |
$37.9K - $41.1K
|
8.37K
$411K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
955+ 9.3% |
$37.4K - $40.6K
|
11.2K
$552K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
934+ 0.49% |
$36.6K - $39.7K
|
192K
$9.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
900+ 4.16% |
$35.3K - $38.2K
|
22.5K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
876+ 1.93% |
$34.3K - $37.2K
|
46.3K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
828+ 1.13% |
$32.5K - $35.2K
|
74.2K
$3.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
793+ 6.05% |
$31.1K - $33.7K
|
13.9K
$683K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
766+ 2.04% |
$30K - $32.5K
|
38.4K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
750+ 1.58% |
$29.4K - $31.9K
|
48.2K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
743New |
$29.1K - $31.6K
|
743
$36.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
736+ 4.0% |
$28.9K - $31.3K
|
19.1K
$941K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
711+ 9.13% |
$27.9K - $30.2K
|
8.5K
$418K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
700+ 13.86% |
$27.4K - $29.7K
|
5.75K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
662+ 32.71% |
$26K - $28.1K
|
2.69K
$132K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
650+ 8.95% |
$25.5K - $27.6K
|
7.92K
$389K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
615+ 4.93% |
$24.1K - $26.1K
|
13.1K
$644K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
555+ 1.79% |
$21.8K - $23.6K
|
31.6K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
552+ 1.4% |
$21.6K - $23.4K
|
40K
$1.97M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
522+ 0.98% |
$20.5K - $22.2K
|
53.9K
$2.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
507+ 6.61% |
$19.9K - $21.5K
|
8.18K
$402K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
507+ 0.46% |
$19.9K - $21.5K
|
112K
$5.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
500+ 1.37% |
$19.6K - $21.2K
|
36.9K
$1.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
487+ 7.59% |
$19.1K - $20.7K
|
6.9K
$339K
|