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 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
65+ 0.24% |
$2.39K - $2.74K
|
26.6K
$1.31M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
62+ 1.82% |
$2.28K - $2.61K
|
3.48K
$171K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
59+ 1.11% |
$2.17K - $2.48K
|
5.38K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
50+ 0.7% |
$1.84K - $2.1K
|
7.16K
$352K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50+ 1.72% |
$1.84K - $2.1K
|
2.96K
$146K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$1.84K - $2.1K
|
50
$2.46K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
50New |
$1.84K - $2.1K
|
50
$2.46K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
50New |
$1.84K - $2.1K
|
50
$2.46K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.18% |
$1.51K - $1.73K
|
22.8K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
39+ 0.13% |
$1.44K - $1.64K
|
31.2K
$1.53M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
37+ 0.09% |
$1.36K - $1.56K
|
43.1K
$2.12M
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
34+ 0.23% |
$1.25K - $1.43K
|
15.1K
$744K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
28+ 0.31% |
$1.03K - $1.18K
|
8.99K
$442K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.4% |
$994 - $1.14K
|
6.85K
$337K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 1.88% |
$663 - $758
|
973
$47.9K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 0.72% |
$626 - $716
|
2.37K
$117K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 0.8% |
$515 - $589
|
1.76K
$86.6K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11+ 0.06% |
$405 - $463
|
17.4K
$854K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 1.93% |
$405 - $463
|
580
$28.5K
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7+ 0.03% |
$258 - $295
|
20.5K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$221 - $253
|
2.83K
$139K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.73% |
$184 - $210
|
294
$14.5K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 1.83% |
$184 - $210
|
278
$13.7K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 1.2% |
$110 - $126
|
254
$12.5K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.49% |
$110 - $126
|
616
$30.3K
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3+ 0.01% |
$110 - $126
|
20.1K
$986K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
2+ 2.99% |
$73.6 - $84.2
|
69
$3.39K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 50.0% |
$36.8 - $42.1
|
3
$148
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.01% |
$36.8 - $42.1
|
8.09K
$398K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 2.44% |
$36.8 - $42.1
|
40
$1.97K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 0.29% |
$368 - $421
|
3.4K
$167K
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-10- 0.11% |
$368 - $421
|
9.43K
$464K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-24- 0.5% |
$883 - $1.01K
|
4.81K
$237K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-25- 0.31% |
$920 - $1.05K
|
7.99K
$393K
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-26- 0.03% |
$957 - $1.09K
|
100K
$4.93M
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-42- 70.0% |
$1.55K - $1.77K
|
18
$885
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-42- 3.36% |
$1.55K - $1.77K
|
1.21K
$59.4K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-54- 0.53% |
$1.99K - $2.27K
|
10.2K
$502K
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-57- 0.35% |
$2.1K - $2.4K
|
16.1K
$790K
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-62- 0.05% |
$2.28K - $2.61K
|
129K
$6.33M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-97- 0.38% |
$3.57K - $4.08K
|
25.4K
$1.25M
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 9.09% |
$3.68K - $4.21K
|
1K
$49.2K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-108- 1.18% |
$3.98K - $4.55K
|
9.07K
$446K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-119- 1.38% |
$4.38K - $5.01K
|
8.52K
$419K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120- 0.59% |
$4.42K - $5.05K
|
20.1K
$989K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-128- 2.56% |
$4.71K - $5.39K
|
4.87K
$239K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-150- 99.34% |
$5.52K - $6.31K
|
1
$49.2
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-157- 25.82% |
$5.78K - $6.61K
|
451
$22.2K
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-184- 1.27% |
$6.77K - $7.74K
|
14.3K
$701K
|