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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
485+ 11.95% |
$19K - $20.6K
|
4.55K
$224K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
477+ 6.82% |
$18.7K - $20.3K
|
7.47K
$368K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
464+ 0.94% |
$18.2K - $19.7K
|
50.1K
$2.46M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
455+ 5.6% |
$17.8K - $19.3K
|
8.58K
$422K
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
455+ 2.74% |
$17.8K - $19.3K
|
17.1K
$839K
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
427+ 3.3% |
$16.7K - $18.1K
|
13.4K
$657K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
420+ 4.83% |
$16.5K - $17.8K
|
9.11K
$448K
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
401+ 2.77% |
$15.7K - $17K
|
14.9K
$732K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
393+ 0.3% |
$15.4K - $16.7K
|
133K
$6.54M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
385+ 2.21% |
$15.1K - $16.4K
|
17.8K
$877K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
382+ 6.7% |
$15K - $16.2K
|
6.08K
$299K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
356+ 0.72% |
$14K - $15.1K
|
49.6K
$2.44M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
355+ 4.87% |
$13.9K - $15.1K
|
7.65K
$376K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
354+ 2.71% |
$13.9K - $15K
|
13.4K
$659K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
316+ 2.0% |
$12.4K - $13.4K
|
16.1K
$791K
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
314+ 2.57% |
$12.3K - $13.3K
|
12.5K
$617K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
308New |
$12.1K - $13.1K
|
308
$15.1K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
295+ 2.3% |
$11.6K - $12.5K
|
13.1K
$644K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
291+ 0.94% |
$11.4K - $12.4K
|
31.4K
$1.54M
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
287New |
$11.3K - $12.2K
|
287
$14.1K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
269+ 1.59% |
$10.5K - $11.4K
|
17.2K
$845K
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
262+ 2.23% |
$10.3K - $11.1K
|
12K
$590K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
256+ 0.77% |
$10K - $10.9K
|
33.3K
$1.64M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
250+ 1.13% |
$9.8K - $10.6K
|
22.4K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
242New |
$9.49K - $10.3K
|
242
$11.9K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
237+ 4.82% |
$9.29K - $10.1K
|
5.15K
$253K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
234+ 0.38% |
$9.17K - $9.94K
|
62.6K
$3.08M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
220+ 1.86% |
$8.62K - $9.34K
|
12K
$592K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
219+ 2.03% |
$8.58K - $9.3K
|
11K
$540K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
213+ 3.43% |
$8.35K - $9.05K
|
6.42K
$316K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
204+ 2.34% |
$8K - $8.66K
|
8.91K
$438K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
202+ 1.04% |
$7.92K - $8.58K
|
19.6K
$963K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
190+ 2.54% |
$7.45K - $8.07K
|
7.68K
$378K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
183+ 1.73% |
$7.17K - $7.77K
|
10.8K
$530K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
177New |
$6.94K - $7.52K
|
177
$8.7K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
176+ 0.41% |
$6.9K - $7.47K
|
43K
$2.12M
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
168+ 42.0% |
$6.59K - $7.13K
|
568
$27.9K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
149+ 149.0% |
$5.84K - $6.33K
|
249
$12.2K
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
133+ 1.69% |
$5.21K - $5.65K
|
8.01K
$394K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
129+ 1.8% |
$5.06K - $5.48K
|
7.3K
$359K
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
126+ 1.6% |
$4.94K - $5.35K
|
8.01K
$394K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
124+ 0.72% |
$4.86K - $5.27K
|
17.4K
$856K
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
88+ 1.35% |
$3.45K - $3.74K
|
6.59K
$324K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
87+ 1.26% |
$3.41K - $3.69K
|
6.97K
$343K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
79+ 0.2% |
$3.1K - $3.36K
|
38.7K
$1.9M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
75+ 0.09% |
$2.94K - $3.19K
|
81.6K
$4.01M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
73New |
$2.86K - $3.1K
|
73
$3.59K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
73+ 2.02% |
$2.86K - $3.1K
|
3.69K
$182K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
70+ 1.28% |
$2.74K - $2.97K
|
5.56K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66+ 1.15% |
$2.59K - $2.8K
|
5.8K
$285K
|