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
|
Icon Wealth Partners, LLC
|
BUY
|
- |
64+ 1.87% |
$2.51K - $2.72K
|
3.48K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
54+ 0.45% |
$2.12K - $2.29K
|
12K
$570K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
54+ 0.7% |
$2.12K - $2.29K
|
7.73K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
52New |
$2.04K - $2.21K
|
52
$2.47K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
50New |
$1.96K - $2.12K
|
50
$2.38K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
45+ 0.1% |
$1.76K - $1.91K
|
43.2K
$2.05M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
36+ 14.94% |
$1.41K - $1.53K
|
277
$13.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
29+ 0.47% |
$1.14K - $1.23K
|
6.26K
$297K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
26+ 0.43% |
$1.02K - $1.1K
|
6.12K
$291K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 0.15% |
$941 - $1.02K
|
16.1K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 2.07% |
$823 - $892
|
1.03K
$49.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 0.79% |
$745 - $807
|
2.43K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 1.22% |
$706 - $764
|
1.5K
$71.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
17+ 850.0% |
$666 - $722
|
19
$903
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
16+ 0.89% |
$627 - $680
|
1.81K
$86K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 2.09% |
$431 - $467
|
538
$25.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 0.44% |
$274 - $297
|
1.59K
$75.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6+ 0.03% |
$235 - $255
|
19.5K
$926K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 1.95% |
$235 - $255
|
313
$14.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6+ 0.11% |
$235 - $255
|
5.41K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$78.4 - $84.9
|
1.95K
$92.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 33.33% |
$39.2 - $42.5
|
4
$190
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2- 0.03% |
$78.4 - $84.9
|
6.43K
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-5- 0.04% |
$196 - $212
|
13.9K
$662K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7- 0.41% |
$274 - $297
|
1.7K
$81K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-18- 5.13% |
$706 - $764
|
333
$15.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-21- 0.36% |
$823 - $892
|
5.76K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-22- 0.13% |
$862 - $934
|
17.1K
$811K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-23- 11.06% |
$902 - $977
|
185
$8.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30- 1.18% |
$1.18K - $1.27K
|
2.51K
$119K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-38- 0.63% |
$1.49K - $1.61K
|
6.03K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-54- 0.99% |
$2.12K - $2.29K
|
5.4K
$257K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-54- 0.54% |
$2.12K - $2.29K
|
9.9K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-70- 41.18% |
$2.74K - $2.97K
|
100
$4.76K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-74- 4.03% |
$2.9K - $3.14K
|
1.76K
$83.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-79- 0.52% |
$3.1K - $3.36K
|
15.2K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-89- 0.52% |
$3.49K - $3.78K
|
16.9K
$805K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-90- 0.55% |
$3.53K - $3.82K
|
16.4K
$779K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 1.57% |
$3.92K - $4.25K
|
6.28K
$299K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 1.67% |
$3.92K - $4.25K
|
5.89K
$280K
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-100- 0.54% |
$3.92K - $4.25K
|
18.3K
$871K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 11.01% |
$3.92K - $4.25K
|
808
$38.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-101- 3.49% |
$3.96K - $4.29K
|
2.79K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-112- 0.11% |
$4.39K - $4.76K
|
102K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-115- 0.58% |
$4.51K - $4.88K
|
19.7K
$934K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-130- 3.85% |
$5.1K - $5.52K
|
3.25K
$154K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-143- 0.58% |
$5.61K - $6.07K
|
24.7K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-161- 6.73% |
$6.31K - $6.84K
|
2.23K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167- 56.61% |
$6.55K - $7.09K
|
128
$6.09K
|