Purchases and Sales Made in Q3 2024 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 2024. 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 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4.05K- 12.47% |
$181K - $199K
|
28.4K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5K- 30.3% |
$223K - $246K
|
11.5K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.16K- 8.69% |
$231K - $254K
|
54.2K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.34K- 81.12% |
$238K - $262K
|
1.24K
$61K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.61K- 53.24% |
$251K - $276K
|
4.93K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.67K- 3.8% |
$253K - $279K
|
144K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.79K- 18.79% |
$259K - $285K
|
25K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.9K- 0.57% |
$264K - $290K
|
1.02M
$50.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-5.95K- 3.73% |
$266K - $293K
|
154K
$7.54M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.37K- 0.35% |
$285K - $313K
|
1.81M
$89.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.4K- 34.72% |
$286K - $315K
|
12K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.85K- 18.57% |
$306K - $337K
|
30K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.99K- 12.63% |
$312K - $343K
|
48.4K
$2.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-7.03K- 17.01% |
$314K - $346K
|
34.3K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-7.23K- 10.43% |
$323K - $356K
|
62.1K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-7.32K- 2.81% |
$327K - $360K
|
254K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.39K- 31.81% |
$330K - $363K
|
15.8K
$779K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-7.43K- 16.54% |
$332K - $365K
|
37.5K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.86K- 1.54% |
$351K - $386K
|
501K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.93K- 7.93% |
$354K - $390K
|
92.1K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-8.3K- 38.33% |
$371K - $408K
|
13.4K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.38K- 9.49% |
$374K - $412K
|
79.9K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.46K- 19.75% |
$378K - $416K
|
34.4K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.03K- 4.54% |
$403K - $444K
|
190K
$9.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.38K- 0.18% |
$419K - $461K
|
5.28M
$259M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.39K- 21.78% |
$419K - $461K
|
33.7K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-9.6K- 9.63% |
$429K - $472K
|
90.1K
$4.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.77K- 2.47% |
$437K - $480K
|
386K
$19M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.92K- 21.32% |
$443K - $488K
|
36.6K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-11.5K- 22.96% |
$512K - $564K
|
38.5K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.9K- 14.28% |
$532K - $586K
|
71.5K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.8K- 19.44% |
$573K - $631K
|
53.2K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-12.8K- 53.8% |
$574K - $631K
|
11K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.4K- 7.27% |
$597K - $657K
|
171K
$8.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.7K- 0.58% |
$610K - $671K
|
2.33M
$115M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-13.7K- 23.57% |
$610K - $671K
|
44.3K
$2.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-14.4K- 50.0% |
$644K - $708K
|
14.4K
$708K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-15K- 41.59% |
$671K - $739K
|
21.1K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.3K- 14.55% |
$683K - $752K
|
89.8K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.8K- 59.01% |
$704K - $774K
|
10.9K
$538K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-16.7K- 11.55% |
$746K - $821K
|
128K
$6.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-18.2K- 15.87% |
$811K - $893K
|
96.3K
$4.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.6K- 26.93% |
$920K - $1.01M
|
55.9K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.2K- 3.15% |
$949K - $1.04M
|
653K
$32.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.8K- 19.13% |
$976K - $1.07M
|
92.4K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.4K- 70.46% |
$1.13M - $1.25M
|
10.6K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-26K- 63.8% |
$1.16M - $1.28M
|
14.8K
$725K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-32K- 76.24% |
$1.43M - $1.57M
|
9.98K
$491K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-33.5K- 2.61% |
$1.5M - $1.65M
|
1.25M
$61.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-34.5K- 69.98% |
$1.54M - $1.7M
|
14.8K
$728K
|