Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 1.75% |
$6.11K - $7.44K
|
11.6K
$553K
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
200New |
$6.11K - $7.44K
|
200
$9.51K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200New |
$6.11K - $7.44K
|
200
$9.51K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
200+ 1.39% |
$6.11K - $7.44K
|
14.6K
$695K
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
176+ 0.44% |
$5.38K - $6.55K
|
40.2K
$1.91M
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
174+ 2.15% |
$5.32K - $6.47K
|
8.28K
$393K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
141+ 0.84% |
$4.31K - $5.24K
|
16.9K
$804K
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
135+ 1.92% |
$4.13K - $5.02K
|
7.18K
$342K
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
131+ 2.18% |
$4K - $4.87K
|
6.15K
$292K
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
127+ 1.69% |
$3.88K - $4.72K
|
7.64K
$363K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
123+ 1.0% |
$3.76K - $4.57K
|
12.5K
$593K
|
|
Feb 11, 2022
Q4 2021
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
120New |
$3.67K - $4.46K
|
120
$5.71K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
104+ 1.68% |
$3.18K - $3.87K
|
6.31K
$300K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102New |
$3.12K - $3.79K
|
102
$4.85K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
87+ 0.54% |
$2.66K - $3.24K
|
16.1K
$765K
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
59+ 0.79% |
$1.8K - $2.19K
|
7.53K
$358K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 1.92% |
$1.71K - $2.08K
|
2.98K
$142K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
54New |
$1.65K - $2.01K
|
54
$2.57K
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
43+ 0.1% |
$1.31K - $1.6K
|
42.1K
$2M
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
43New |
$1.31K - $1.6K
|
43
$2.04K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25New |
$764 - $930
|
25
$1.19K
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 0.76% |
$672 - $818
|
2.94K
$140K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19+ 2.15% |
$581 - $707
|
903
$42.9K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
17+ 22.97% |
$520 - $632
|
91
$4.33K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16New |
$489 - $595
|
16
$761
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 0.75% |
$458 - $558
|
2.01K
$95.4K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 2.09% |
$336 - $409
|
538
$25.6K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 2.25% |
$183 - $223
|
273
$13K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
2+ 3.23% |
$61.1 - $74.4
|
64
$3.04K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.63% |
$30.6 - $37.2
|
39
$1.85K
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1- -0.0% |
$30.6 - $37.2
|
24.4K
$1.16M
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-15- 0.07% |
$458 - $558
|
20.8K
$989K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16- 10.19% |
$489 - $595
|
141
$6.7K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-21Closed |
$642 - $781
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25- 0.37% |
$764 - $930
|
6.82K
$324K
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-27- 0.22% |
$825 - $1K
|
12K
$572K
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-29- 0.21% |
$886 - $1.08K
|
13.8K
$654K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-34- 0.86% |
$1.04K - $1.26K
|
3.9K
$186K
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-39- 6.25% |
$1.19K - $1.45K
|
585
$27.8K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-46- 0.52% |
$1.41K - $1.71K
|
8.78K
$417K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-48Closed |
$1.47K - $1.79K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50Closed |
$1.53K - $1.86K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50Closed |
$1.53K - $1.86K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-54- 1.38% |
$1.65K - $2.01K
|
3.86K
$183K
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-59Closed |
$1.8K - $2.19K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-59- 0.48% |
$1.8K - $2.19K
|
12.1K
$577K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-60Closed |
$1.83K - $2.23K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-64Closed |
$1.96K - $2.38K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-67- 0.39% |
$2.05K - $2.49K
|
17.2K
$816K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-68- 0.4% |
$2.08K - $2.53K
|
17K
$808K
|