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 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35K+ 16.49% |
$86.6K - $99K
|
16.6K
$817K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.33K+ 3.12% |
$85.7K - $97.9K
|
77K
$3.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.33K+ 1.1% |
$85.6K - $97.9K
|
213K
$10.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.21K+ 14720.0% |
$81.3K - $92.9K
|
2.22K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.2K+ 11.19% |
$80.9K - $92.5K
|
21.8K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.18K+ 11.02% |
$80.2K - $91.7K
|
22K
$1.08M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.1K+ 19.76% |
$77.4K - $88.6K
|
12.8K
$627K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
2.04K+ 17.75% |
$74.9K - $85.7K
|
13.5K
$664K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2K+ 4.11% |
$73.7K - $84.3K
|
50.7K
$2.49M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2K+ 8.73% |
$73.6K - $84.2K
|
24.9K
$1.22M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.98K+ 3.2% |
$73K - $83.4K
|
63.9K
$3.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.95K+ 187.43% |
$71.9K - $82.2K
|
3K
$147K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1.94K+ 4.34% |
$71.4K - $81.6K
|
46.6K
$2.29M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.91K+ 2.35% |
$70.4K - $80.5K
|
83.3K
$4.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.9K+ 3.01% |
$69.9K - $80K
|
64.9K
$3.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.77K+ 11.74% |
$65K - $74.3K
|
16.8K
$827K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.72K+ 5.34% |
$63.3K - $72.4K
|
33.9K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.7KNew |
$62.6K - $71.6K
|
1.7K
$83.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.7K+ 1.0% |
$62.5K - $71.4K
|
171K
$8.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.67K+ 6.4% |
$61.5K - $70.4K
|
27.8K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.61K+ 1.9% |
$59.1K - $67.6K
|
86K
$4.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.59K+ 21.03% |
$58.6K - $67K
|
9.16K
$451K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.59K+ 11.45% |
$58.6K - $67K
|
15.5K
$762K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 9.6% |
$57.1K - $65.3K
|
17.7K
$871K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.51K+ 2.36% |
$55.7K - $63.7K
|
65.7K
$3.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.5K+ 3.9% |
$55.2K - $63.1K
|
40K
$1.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.39K+ 12.63% |
$51.3K - $58.7K
|
12.4K
$611K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.39K+ 48.84% |
$51K - $58.3K
|
4.22K
$208K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.35KNew |
$49.7K - $56.8K
|
1.35K
$66.4K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 1.21% |
$47.3K - $54.1K
|
108K
$5.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.25K+ 6.39% |
$46.1K - $52.7K
|
20.8K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.15K+ 29.11% |
$42.3K - $48.4K
|
5.1K
$251K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.12K+ 3.74% |
$41K - $46.9K
|
30.9K
$1.52M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.08KNew |
$39.8K - $45.5K
|
1.08K
$53.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.03K+ 14.4% |
$37.8K - $43.2K
|
8.15K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.02K+ 1.59% |
$37.4K - $42.8K
|
65K
$3.2M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1KNew |
$36.8K - $42.1K
|
1K
$49.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1K+ 1.92% |
$36.8K - $42.1K
|
53.2K
$2.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
972+ 3.03% |
$35.8K - $40.9K
|
33.1K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
971+ 9.62% |
$35.7K - $40.9K
|
11.1K
$544K
|
|
|
Jan 11, 2023
Q4 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
928+ 10.88% |
$34.2K - $39.1K
|
9.46K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
924+ 0.86% |
$34K - $38.9K
|
108K
$5.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
901New |
$33.2K - $37.9K
|
901
$44.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
890+ 8.14% |
$32.8K - $37.5K
|
11.8K
$582K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
808New |
$29.7K - $34K
|
808
$39.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
800+ 8.5% |
$29.4K - $33.7K
|
10.2K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
791New |
$29.1K - $33.3K
|
791
$38.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
767New |
$28.2K - $32.3K
|
767
$37.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
760New |
$28K - $32K
|
760
$37.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
736+ 1.71% |
$27.1K - $31K
|
43.7K
$2.15M
|