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 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.26K+ 2.11% |
$56.4K - $62.1K
|
61.3K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.26K+ 9.88% |
$56.2K - $61.9K
|
14K
$688K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 20.02% |
$55.4K - $60.9K
|
7.43K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 10.24% |
$53.2K - $58.5K
|
12.8K
$630K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.18K+ 60.62% |
$52.9K - $58.2K
|
3.14K
$154K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.17K+ 20.77% |
$52.1K - $57.4K
|
6.79K
$333K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.14K+ 17.21% |
$50.8K - $55.9K
|
7.75K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.09K+ 6.21% |
$48.7K - $53.6K
|
18.7K
$917K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.07K+ 10.69% |
$47.7K - $52.4K
|
11K
$543K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.07K+ 6.29% |
$47.6K - $52.4K
|
18K
$885K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.01K+ 14.19% |
$45.1K - $49.6K
|
8.13K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.01K+ 5.06% |
$45K - $49.5K
|
20.9K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1K+ 0.63% |
$44.8K - $49.3K
|
160K
$7.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1K+ 16.52% |
$44.7K - $49.2K
|
7.06K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
968+ 1.97% |
$43.2K - $47.6K
|
50K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
919+ 1.37% |
$41K - $45.2K
|
68K
$3.34M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
911+ 3.4% |
$40.7K - $44.8K
|
27.7K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
900+ 7.24% |
$40.2K - $44.2K
|
13.3K
$655K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
869New |
$38.8K - $42.7K
|
869
$42.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
858New |
$38.3K - $42.2K
|
858
$42.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
854+ 2.51% |
$38.1K - $42K
|
34.9K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
851+ 6.92% |
$38K - $41.8K
|
13.2K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
840+ 8.49% |
$37.5K - $41.3K
|
10.7K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
825+ 8.25% |
$36.8K - $40.5K
|
10.8K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
800+ 14.81% |
$35.7K - $39.3K
|
6.2K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
761+ 0.41% |
$34K - $37.4K
|
186K
$9.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
756+ 7.27% |
$33.8K - $37.2K
|
11.2K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
750+ 108.38% |
$33.5K - $36.9K
|
1.44K
$70.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
747+ 1.43% |
$33.4K - $36.7K
|
53.1K
$2.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
744+ 2.12% |
$33.2K - $36.6K
|
35.8K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
739+ 8.67% |
$33K - $36.3K
|
9.27K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
723+ 17.0% |
$32.3K - $35.5K
|
4.98K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
723+ 2.69% |
$32.3K - $35.5K
|
27.6K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
719+ 15.89% |
$32.1K - $35.3K
|
5.25K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
706+ 14.48% |
$31.5K - $34.7K
|
5.58K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
659+ 23.98% |
$29.4K - $32.4K
|
3.41K
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
650+ 48.15% |
$29K - $31.9K
|
2K
$98.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
627+ 4.84% |
$28K - $30.8K
|
13.6K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
595New |
$26.6K - $29.2K
|
595
$29.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
592+ 2.2% |
$26.4K - $29.1K
|
27.4K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
590+ 4.08% |
$26.3K - $29K
|
15K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
559+ 7.61% |
$25K - $27.5K
|
7.91K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
546+ 0.31% |
$24.4K - $26.8K
|
175K
$8.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
508+ 2.11% |
$22.7K - $25K
|
24.6K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
500+ 1.49% |
$22.3K - $24.6K
|
34K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
498+ 3.41% |
$22.2K - $24.5K
|
15.1K
$741K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
492+ 8.06% |
$22K - $24.2K
|
6.6K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
489+ 0.55% |
$21.8K - $24K
|
89.3K
$4.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
482+ 6.38% |
$21.5K - $23.7K
|
8.04K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
473+ 0.98% |
$21.1K - $23.2K
|
48.7K
$2.39M
|