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 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-179- 1.98% |
$7.02K - $7.6K
|
8.88K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-190- 1.0% |
$7.45K - $8.07K
|
18.8K
$896K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-200- 1.66% |
$7.84K - $8.49K
|
11.8K
$562K
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-231- 1.28% |
$9.06K - $9.81K
|
17.9K
$850K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 2.65% |
$9.6K - $10.4K
|
9.02K
$429K
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-250- 0.98% |
$9.8K - $10.6K
|
25.1K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-252- 1.27% |
$9.88K - $10.7K
|
19.6K
$933K
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-271- 2.05% |
$10.6K - $11.5K
|
12.9K
$615K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-278- 81.29% |
$10.9K - $11.8K
|
64
$3.04K
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-287- 3.06% |
$11.3K - $12.2K
|
9.09K
$432K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-294- 4.64% |
$11.5K - $12.5K
|
6.04K
$287K
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-299- 1.67% |
$11.7K - $12.7K
|
17.6K
$836K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-300- 12.3% |
$11.8K - $12.7K
|
2.14K
$102K
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-325- 1.57% |
$12.7K - $13.8K
|
20.4K
$968K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-352- 5.09% |
$13.8K - $14.9K
|
6.56K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-355- 0.52% |
$13.9K - $15.1K
|
68K
$3.23M
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-366- 1.8% |
$14.3K - $15.5K
|
20K
$950K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-373- 19.38% |
$14.6K - $15.8K
|
1.55K
$73.8K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-388- 0.28% |
$15.2K - $16.5K
|
138K
$6.55M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-396- 5.3% |
$15.5K - $16.8K
|
7.07K
$336K
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-400Closed |
$15.7K - $17K
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-400- 5.23% |
$15.7K - $17K
|
7.25K
$345K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-407- 3.7% |
$16K - $17.3K
|
10.6K
$504K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-436- 4.05% |
$17.1K - $18.5K
|
10.3K
$491K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-443- 73.34% |
$17.4K - $18.8K
|
161
$7.66K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-450- 6.98% |
$17.6K - $19.1K
|
6K
$285K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-450- 6.98% |
$17.6K - $19.1K
|
6K
$285K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-460- 6.02% |
$18K - $19.5K
|
7.19K
$342K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-464- 10.15% |
$18.2K - $19.7K
|
4.11K
$195K
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-485- 2.0% |
$19K - $20.6K
|
23.8K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-485- 9.16% |
$19K - $20.6K
|
4.81K
$229K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-488- 2.64% |
$19.1K - $20.7K
|
18K
$854K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 86.21% |
$19.6K - $21.2K
|
80
$3.8K
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-500- 7.34% |
$19.6K - $21.2K
|
6.32K
$300K
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-516- 0.86% |
$20.2K - $21.9K
|
59.6K
$2.83M
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-526- 20.26% |
$20.6K - $22.3K
|
2.07K
$98.4K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-548- 8.84% |
$21.5K - $23.3K
|
5.65K
$269K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-558- 4.81% |
$21.9K - $23.7K
|
11K
$525K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-582- 7.96% |
$22.8K - $24.7K
|
6.73K
$320K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-595- 5.85% |
$23.3K - $25.3K
|
9.57K
$455K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-601- 9.1% |
$23.6K - $25.5K
|
6.01K
$286K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-622- 3.4% |
$24.4K - $26.4K
|
17.7K
$842K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-624- 5.0% |
$24.5K - $26.5K
|
11.9K
$564K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-640- 79.01% |
$25.1K - $27.2K
|
170
$8.08K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-641- 11.47% |
$25.1K - $27.2K
|
4.95K
$235K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-647- 0.34% |
$25.4K - $27.5K
|
192K
$9.15M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-697- 10.8% |
$27.3K - $29.6K
|
5.76K
$274K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-710Closed |
$27.8K - $30.2K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-714- 1.51% |
$28K - $30.3K
|
46.5K
$2.21M
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-725- 0.94% |
$28.4K - $30.8K
|
76.3K
$3.63M
|