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 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
733+ 8.38% |
$27K - $30.9K
|
9.48K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
729+ 1.81% |
$26.8K - $30.7K
|
40.9K
$1.95M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
697New |
$25.7K - $29.3K
|
697
$33.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
681+ 8.83% |
$25.1K - $28.7K
|
8.39K
$399K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
673+ 0.47% |
$24.8K - $28.3K
|
144K
$6.86M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
672New |
$24.7K - $28.3K
|
672
$32K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
658New |
$24.2K - $27.7K
|
658
$31.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
651+ 2.69% |
$24K - $27.4K
|
24.8K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
650+ 9.63% |
$23.9K - $27.4K
|
7.4K
$352K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
611+ 4.82% |
$22.5K - $25.7K
|
13.3K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
610+ 1.86% |
$22.5K - $25.7K
|
33.3K
$1.58M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
608+ 7.52% |
$22.4K - $25.6K
|
8.69K
$413K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
575+ 5.63% |
$21.2K - $24.2K
|
10.8K
$513K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
537+ 0.79% |
$19.8K - $22.6K
|
68.2K
$3.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
506New |
$18.6K - $21.3K
|
506
$24.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
500New |
$18.4K - $21K
|
500
$23.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
443+ 10.37% |
$16.3K - $18.6K
|
4.72K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
413+ 0.18% |
$15.2K - $17.4K
|
230K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
403New |
$14.8K - $17K
|
403
$19.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
401+ 2.26% |
$14.8K - $16.9K
|
18.2K
$864K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
388New |
$14.3K - $16.3K
|
388
$18.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
368+ 1.58% |
$13.5K - $15.5K
|
23.6K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
334New |
$12.3K - $14.1K
|
334
$15.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
310+ 4.0% |
$11.4K - $13K
|
8.06K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
302+ 2.67% |
$11.1K - $12.7K
|
11.6K
$553K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
290+ 3.99% |
$10.7K - $12.2K
|
7.55K
$359K
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
275+ 0.74% |
$10.1K - $11.6K
|
37.3K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
261New |
$9.61K - $11K
|
261
$12.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
260+ 0.09% |
$9.57K - $10.9K
|
284K
$13.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
258+ 3.23% |
$9.5K - $10.9K
|
8.24K
$392K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
255+ 16.82% |
$9.39K - $10.7K
|
1.77K
$84.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
230+ 3.53% |
$8.47K - $9.68K
|
6.75K
$321K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
226New |
$8.32K - $9.51K
|
226
$10.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
222+ 3.73% |
$8.17K - $9.34K
|
6.17K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
200+ 1.54% |
$7.36K - $8.42K
|
13.2K
$629K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
182+ 0.43% |
$6.7K - $7.66K
|
42.2K
$2M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
171New |
$6.29K - $7.2K
|
171
$8.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
158+ 1.55% |
$5.82K - $6.65K
|
10.3K
$491K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
148+ 1.53% |
$5.45K - $6.23K
|
9.84K
$468K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
134New |
$4.93K - $5.64K
|
134
$6.37K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
104New |
$3.83K - $4.38K
|
104
$4.95K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
100+ 0.19% |
$3.68K - $4.21K
|
52.9K
$2.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
100New |
$3.68K - $4.21K
|
100
$4.76K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
99New |
$3.64K - $4.17K
|
99
$4.71K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
98New |
$3.61K - $4.12K
|
98
$4.66K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
95+ 1.27% |
$3.5K - $4K
|
7.57K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
94+ 0.92% |
$3.46K - $3.96K
|
10.3K
$491K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
79+ 1.44% |
$2.91K - $3.33K
|
5.56K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
75+ 0.39% |
$2.76K - $3.16K
|
19.1K
$909K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
73+ 0.97% |
$2.69K - $3.07K
|
7.61K
$362K
|