Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.1M+ 270500.94% |
$594M - $679M
|
16.1M
$785M
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
502K+ 5641.29% |
$18.5M - $21.1M
|
511K
$24.9M
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
446K+ 48.1% |
$16.4M - $18.8M
|
1.37M
$66.9M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
417K+ 15.92% |
$15.4M - $17.6M
|
3.04M
$148M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
346K+ 33.28% |
$12.7M - $14.5M
|
1.38M
$67.4M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
336K+ 136.5% |
$12.4M - $14.1M
|
582K
$28.3M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
316K+ 24.93% |
$11.6M - $13.3M
|
1.59M
$77.2M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
315K+ 10407.99% |
$11.6M - $13.3M
|
318K
$15.5M
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
275K+ 5107.68% |
$10.1M - $11.6M
|
281K
$13.7M
|
|
Feb 10, 2023
Q4 2022
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
221KNew |
$8.14M - $9.31M
|
221K
$10.8M
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
208KNew |
$7.67M - $8.77M
|
208K
$10.1M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
208KNew |
$7.65M - $8.74M
|
208K
$10.1M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
188K+ 126.27% |
$6.94M - $7.93M
|
338K
$16.4M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175K+ 30.99% |
$6.44M - $7.37M
|
740K
$36M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
165KNew |
$6.07M - $6.95M
|
165K
$8.03M
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
158KNew |
$5.82M - $6.66M
|
158K
$7.7M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
150K+ 21.7% |
$5.5M - $6.29M
|
839K
$40.8M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 28.99% |
$5.33M - $6.09M
|
644K
$31.4M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
124K+ 34.08% |
$4.55M - $5.21M
|
487K
$23.7M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
114K+ 325.71% |
$4.21M - $4.81M
|
149K
$7.27M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
108KNew |
$3.99M - $4.56M
|
108K
$5.27M
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
105KNew |
$3.87M - $4.42M
|
105K
$5.11M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 16.68% |
$3.76M - $4.3M
|
714K
$34.8M
|
|
Feb 14, 2023
Q4 2022
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
101KNew |
$3.73M - $4.26M
|
101K
$4.93M
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
93.9K+ 2396.81% |
$3.46M - $3.95M
|
97.8K
$4.76M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
93.7K+ 659.03% |
$3.45M - $3.94M
|
108K
$5.25M
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
93KNew |
$3.42M - $3.91M
|
93K
$4.52M
|
|
Feb 14, 2023
Q4 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
85.9KNew |
$3.16M - $3.62M
|
85.9K
$4.18M
|
|
Feb 14, 2023
Q4 2022
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
80.4KNew |
$2.96M - $3.38M
|
80.4K
$3.91M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.5K+ 17.8% |
$2.89M - $3.31M
|
520K
$25.3M
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
76.3KNew |
$2.81M - $3.21M
|
76.3K
$3.71M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
75.7KNew |
$2.79M - $3.19M
|
75.7K
$3.68M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
72K+ 75.18% |
$2.65M - $3.03M
|
168K
$8.16M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
67.9KNew |
$2.5M - $2.86M
|
67.9K
$3.3M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
67.4K+ 317.31% |
$2.48M - $2.84M
|
88.7K
$4.32M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.3K+ 11.58% |
$2.37M - $2.71M
|
620K
$30.2M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.8K+ 25.95% |
$2.35M - $2.69M
|
310K
$15.1M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.3K+ 32.75% |
$2.26M - $2.58M
|
248K
$12.1M
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
59K+ 10.57% |
$2.17M - $2.48M
|
617K
$30M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
56.2KNew |
$2.07M - $2.36M
|
56.2K
$2.73M
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
53.4K+ 225.23% |
$1.97M - $2.25M
|
77.2K
$3.75M
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
52.2KNew |
$1.92M - $2.2M
|
52.2K
$2.54M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
47K+ 395.76% |
$1.73M - $1.98M
|
58.9K
$2.87M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
42.3KNew |
$1.56M - $1.78M
|
42.3K
$2.06M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42K+ 186.37% |
$1.55M - $1.77M
|
64.5K
$3.14M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.3K+ 56.68% |
$1.48M - $1.7M
|
111K
$5.42M
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
40.1KNew |
$1.48M - $1.69M
|
40.1K
$1.95M
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
39.9KNew |
$1.47M - $1.68M
|
39.9K
$1.94M
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
39.2K+ 177.38% |
$1.44M - $1.65M
|
61.3K
$2.98M
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
38.9K+ 3.77% |
$1.43M - $1.64M
|
1.07M
$52.2M
|