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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.87K+ 16.29% |
$290K - $331K
|
56.2K
$2.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.62KNew |
$281K - $321K
|
7.62K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
7.6KNew |
$280K - $320K
|
7.6K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.36KNew |
$271K - $310K
|
7.36K
$350K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.23K+ 29.88% |
$266K - $304K
|
31.4K
$1.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.23K+ 94.03% |
$266K - $304K
|
14.9K
$709K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7.02KNew |
$259K - $296K
|
7.02K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.66KNew |
$245K - $280K
|
6.66K
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
6.56K+ 33.66% |
$242K - $276K
|
26.1K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6.28KNew |
$231K - $264K
|
6.28K
$298K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.26K+ 111.78% |
$231K - $264K
|
11.9K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
6.25KNew |
$230K - $263K
|
6.25K
$297K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.04KNew |
$222K - $254K
|
6.04K
$287K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6KNew |
$221K - $253K
|
6K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.76KNew |
$212K - $242K
|
5.76K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.74KNew |
$211K - $241K
|
5.74K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.4KNew |
$199K - $227K
|
5.4K
$257K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
5.38KNew |
$198K - $226K
|
5.38K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.33KNew |
$196K - $224K
|
5.33K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
5.32KNew |
$196K - $224K
|
5.32K
$253K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.29K+ 6.88% |
$195K - $223K
|
82.2K
$3.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.29K+ 6.88% |
$195K - $223K
|
82.2K
$3.91M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5.25KNew |
$193K - $221K
|
5.25K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
5.22K+ 63.05% |
$192K - $220K
|
13.5K
$642K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.14K+ 42.76% |
$189K - $216K
|
17.2K
$816K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.1K+ 1.67% |
$188K - $215K
|
311K
$14.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.9K+ 9.28% |
$180K - $206K
|
57.7K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.84K+ 17.04% |
$178K - $204K
|
33.2K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.64K+ 8.99% |
$171K - $195K
|
56.2K
$2.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.48K+ 1.81% |
$165K - $189K
|
252K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.31K+ 8.35% |
$159K - $181K
|
56K
$2.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.28K+ 47.71% |
$157K - $180K
|
13.2K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.18K+ 12.29% |
$154K - $176K
|
38.2K
$1.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.17K+ 34.73% |
$153K - $175K
|
16.2K
$769K
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
4.06K+ 2.92% |
$150K - $171K
|
143K
$6.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
3.88K+ 4.22% |
$143K - $163K
|
95.7K
$4.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.79K+ 28.63% |
$139K - $159K
|
17K
$809K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.59K+ 63.38% |
$132K - $151K
|
9.25K
$440K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.58K+ 10.36% |
$132K - $150K
|
38.1K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.56K+ 4.51% |
$131K - $150K
|
82.6K
$3.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
3.35K+ 1.85% |
$123K - $141K
|
185K
$8.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.12K+ 6.43% |
$115K - $131K
|
51.6K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.11K+ 6.2% |
$114K - $131K
|
53.2K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.68K+ 12.27% |
$98.6K - $113K
|
24.5K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.65K+ 114.66% |
$97.6K - $112K
|
4.97K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.65KNew |
$97.4K - $111K
|
2.65K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.61KNew |
$95.9K - $110K
|
2.61K
$124K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.56K+ 15.08% |
$94.2K - $108K
|
19.5K
$929K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$92K - $105K
|
2.5K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.39K+ 2.94% |
$87.9K - $101K
|
83.7K
$3.98M
|