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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
107+ 1.89% |
$4.78K - $5.26K
|
5.78K
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
105+ 0.76% |
$4.69K - $5.16K
|
13.9K
$684K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
105New |
$4.69K - $5.16K
|
105
$5.16K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
105+ 1.57% |
$4.69K - $5.16K
|
6.81K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
104+ 2.28% |
$4.64K - $5.11K
|
4.66K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
100+ 1.74% |
$4.47K - $4.92K
|
5.85K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
95+ 1.78% |
$4.24K - $4.67K
|
5.43K
$267K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
86+ 1.73% |
$3.84K - $4.23K
|
5.07K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
62+ 0.4% |
$2.77K - $3.05K
|
15.6K
$768K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
56+ 0.45% |
$2.5K - $2.75K
|
12.4K
$609K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 1.64% |
$2.5K - $2.75K
|
3.46K
$170K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
54+ 1.9% |
$2.41K - $2.65K
|
2.9K
$142K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
54+ 0.5% |
$2.41K - $2.65K
|
10.8K
$529K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
53+ 0.5% |
$2.37K - $2.6K
|
10.6K
$519K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
48+ 0.16% |
$2.14K - $2.36K
|
30.7K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
48+ 1.03% |
$2.14K - $2.36K
|
4.69K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
46+ 0.47% |
$2.05K - $2.26K
|
9.78K
$480K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45+ 2.06% |
$2.01K - $2.21K
|
2.23K
$109K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
44+ 0.2% |
$1.97K - $2.16K
|
22.4K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
40+ 2.43% |
$1.79K - $1.97K
|
1.69K
$82.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
37+ 0.13% |
$1.65K - $1.82K
|
29.3K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
35+ 0.4% |
$1.56K - $1.72K
|
8.89K
$437K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 0.23% |
$1.52K - $1.67K
|
14.7K
$724K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
29+ 2.1% |
$1.3K - $1.43K
|
1.41K
$69.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
27New |
$1.21K - $1.33K
|
27
$1.33K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 1.9% |
$1.21K - $1.33K
|
1.45K
$71K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 8.95% |
$1.03K - $1.13K
|
280
$13.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
22+ 6.77% |
$983 - $1.08K
|
347
$17K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21+ 0.29% |
$938 - $1.03K
|
7.27K
$357K
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
21+ 0.08% |
$938 - $1.03K
|
27.7K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 0.18% |
$893 - $983
|
11.1K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19+ 0.39% |
$849 - $934
|
4.86K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
18+ 0.97% |
$804 - $885
|
1.88K
$92.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13+ 13.13% |
$581 - $639
|
112
$5.5K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
12+ 0.02% |
$536 - $590
|
59.4K
$2.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9+ 0.46% |
$402 - $442
|
1.96K
$96.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.18% |
$402 - $442
|
5.07K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9+ 0.18% |
$402 - $442
|
5K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 2.08% |
$402 - $442
|
441
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
8+ 0.16% |
$357 - $393
|
4.92K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 0.32% |
$313 - $344
|
2.21K
$108K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 2.1% |
$313 - $344
|
340
$16.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.12% |
$268 - $295
|
4.92K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 1.92% |
$223 - $246
|
266
$13.1K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4+ 2.17% |
$179 - $197
|
188
$9.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4+ 0.02% |
$179 - $197
|
18.1K
$892K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$134 - $147
|
9.37K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.04% |
$89.3 - $98.3
|
5.52K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.89% |
$89.3 - $98.3
|
108
$5.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$44.7 - $49.2
|
4.46K
$219K
|