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
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-750- 2.53% |
$29.4K - $31.9K
|
28.9K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-796- 1.36% |
$31.2K - $33.8K
|
57.8K
$2.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-808- 4.37% |
$31.7K - $34.3K
|
17.7K
$869K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-829- 13.43% |
$32.5K - $35.2K
|
5.34K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-907- 8.67% |
$35.6K - $38.5K
|
9.56K
$470K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-951- 11.67% |
$37.3K - $40.4K
|
7.2K
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-955- 0.23% |
$37.4K - $40.6K
|
415K
$20.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-957- 6.45% |
$37.5K - $40.6K
|
13.9K
$682K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.02K- 1.95% |
$40K - $43.3K
|
51.3K
$2.52M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.05K- 18.33% |
$41.1K - $44.6K
|
4.67K
$230K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1.05K- 4.78% |
$41.2K - $44.6K
|
20.9K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.06K- 0.79% |
$41.6K - $45.1K
|
133K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.09K- 9.24% |
$42.8K - $46.4K
|
10.7K
$528K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.15K- 7.8% |
$45K - $48.8K
|
13.6K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 8.15% |
$45.3K - $49.1K
|
13K
$640K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.2K- 38.22% |
$47K - $51K
|
1.94K
$95.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 5.06% |
$50.7K - $55K
|
24.3K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.35K- 5.94% |
$52.9K - $57.3K
|
21.4K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.37K- 11.14% |
$53.9K - $58.4K
|
11K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 1.24% |
$54.6K - $59.1K
|
111K
$5.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-1.46K- 7.53% |
$57.3K - $62.1K
|
18K
$883K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.47K- 13.42% |
$57.7K - $62.6K
|
9.5K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.49K- 8.1% |
$58.4K - $63.3K
|
16.9K
$832K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.56K- 3.39% |
$61K - $66.1K
|
44.4K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 2.3% |
$63.9K - $69.2K
|
69.2K
$3.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.67K- 4.82% |
$65.6K - $71.1K
|
33K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.68K- 6.49% |
$65.9K - $71.4K
|
24.2K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.73K- 5.92% |
$67.8K - $73.5K
|
27.5K
$1.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.77K- 6.39% |
$69.3K - $75K
|
25.9K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.81K- 1.59% |
$71K - $77K
|
112K
$5.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 19.85% |
$71.2K - $77.1K
|
7.33K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.83K- 2.29% |
$71.6K - $77.6K
|
78.1K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.9K- 16.81% |
$74.5K - $80.7K
|
9.4K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.98K- 24.64% |
$77.7K - $84.2K
|
6.06K
$298K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2K- 28.37% |
$78.4K - $84.9K
|
5.05K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2K- 12.18% |
$78.4K - $84.9K
|
14.4K
$709K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.02K- 20.04% |
$79.2K - $85.8K
|
8.07K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.07K- 3.46% |
$81.2K - $88K
|
57.9K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.22K- 14.13% |
$86.8K - $94.1K
|
13.5K
$662K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.35K- 6.06% |
$92.1K - $99.8K
|
36.4K
$1.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.37K- 3.63% |
$92.9K - $101K
|
62.9K
$3.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.49K- 1.4% |
$97.7K - $106K
|
175K
$8.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-2.5K- 4.43% |
$98K - $106K
|
53.9K
$2.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.51K- 1.24% |
$98.3K - $106K
|
199K
$9.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.53K- 5.17% |
$99K - $107K
|
46.4K
$2.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.71K- 1.67% |
$106K - $115K
|
160K
$7.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.8K- 11.18% |
$110K - $119K
|
22.3K
$1.09M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.81K- 7.83% |
$110K - $119K
|
33K
$1.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.95K- 9.39% |
$116K - $125K
|
28.5K
$1.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.05K- 8.51% |
$119K - $129K
|
32.7K
$1.61M
|