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
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.16K- 2.12% |
$124K - $134K
|
146K
$6.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-3.25K- 11.98% |
$127K - $138K
|
23.9K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.29K- 5.0% |
$129K - $140K
|
62.6K
$2.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.39K- 14.22% |
$133K - $144K
|
20.4K
$971K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.48K- 44.08% |
$136K - $148K
|
4.42K
$210K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.61K- 6.17% |
$142K - $153K
|
54.9K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.66K- 11.52% |
$143K - $155K
|
28.1K
$1.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.68K- 1.61% |
$144K - $156K
|
225K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.75K- 89.21% |
$147K - $159K
|
454
$21.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.1K- 7.4% |
$161K - $174K
|
51.3K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.39K- 6.13% |
$172K - $186K
|
67.2K
$3.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.13K- 0.62% |
$201K - $218K
|
820K
$39M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-5.18K- 12.89% |
$203K - $220K
|
35K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-5.19K- 6.21% |
$203K - $220K
|
78.3K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.24K- 1.67% |
$205K - $223K
|
309K
$14.7M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.26KClosed |
$206K - $223K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.35K- 11.08% |
$210K - $227K
|
42.9K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.43K- 47.48% |
$213K - $231K
|
6.01K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.49K- 16.93% |
$215K - $233K
|
26.9K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-5.86K- 9.04% |
$230K - $249K
|
59K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-6.1K- 11.52% |
$239K - $259K
|
46.8K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-6.68K- 43.63% |
$262K - $284K
|
8.64K
$411K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.06K- 23.29% |
$277K - $300K
|
23.3K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.17K- 20.4% |
$281K - $304K
|
28K
$1.33M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.56K- 52.56% |
$335K - $363K
|
7.72K
$367K
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-8.83K- 35.64% |
$346K - $375K
|
15.9K
$758K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.34K- 4.97% |
$366K - $397K
|
179K
$8.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.61K- 1.79% |
$377K - $408K
|
528K
$25.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-9.74K- 12.58% |
$382K - $414K
|
67.6K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.8K- 2.27% |
$422K - $457K
|
463K
$22M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12.4K- 23.42% |
$487K - $528K
|
40.6K
$1.93M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-12.5K- 11.69% |
$489K - $529K
|
94.2K
$4.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.5K- 2.23% |
$570K - $617K
|
638K
$30.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-15K- 24.8% |
$589K - $638K
|
45.5K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7K- 20.76% |
$616K - $667K
|
60K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-16K- 14.01% |
$627K - $680K
|
98.2K
$4.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16.3K- 10.84% |
$638K - $692K
|
134K
$6.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-16.8K- 11.16% |
$658K - $713K
|
134K
$6.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17.8K- 23.34% |
$698K - $756K
|
58.5K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21K- 24.16% |
$824K - $893K
|
66K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-21.6K- 11.04% |
$848K - $918K
|
174K
$8.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.4K- 64.91% |
$957K - $1.04M
|
13.2K
$627K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-28.2K- 24.88% |
$1.1M - $1.2M
|
85.1K
$4.04M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.5K- 4.42% |
$1.35M - $1.46M
|
745K
$35.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-36.7K- 78.92% |
$1.44M - $1.56M
|
9.8K
$466K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-58.6K- 4.71% |
$2.3M - $2.49M
|
1.19M
$56.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.3K- 4.14% |
$2.48M - $2.69M
|
1.47M
$69.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.4K- 75.14% |
$2.52M - $2.73M
|
21.3K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-67.4K- 22.92% |
$2.64M - $2.86M
|
227K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-134K- 74.72% |
$5.25M - $5.69M
|
45.4K
$2.16M
|