Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 1.34% |
$810 - $886
|
1.52K
$75.2K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 0.82% |
$810 - $886
|
2.45K
$121K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$769 - $842
|
19
$943
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19+ 0.26% |
$769 - $842
|
7.21K
$358K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17+ 0.94% |
$688 - $753
|
1.83K
$90.6K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$688 - $753
|
4.85K
$241K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15New |
$607 - $665
|
15
$745
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
12+ 0.07% |
$486 - $532
|
17.4K
$865K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 2.04% |
$445 - $487
|
549
$27.3K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
10+ 0.09% |
$405 - $443
|
10.7K
$533K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10+ 1.35% |
$405 - $443
|
753
$37.4K
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.19% |
$364 - $399
|
4.86K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.15% |
$324 - $354
|
5.25K
$261K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 0.5% |
$324 - $354
|
1.59K
$79.1K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 2.24% |
$283 - $310
|
320
$15.9K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7+ 0.13% |
$283 - $310
|
5.42K
$269K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 2.1% |
$283 - $310
|
340
$16.9K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6+ 31.58% |
$243 - $266
|
25
$1.24K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 2.48% |
$162 - $177
|
165
$8.19K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.15% |
$121 - $133
|
1.95K
$96.8K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$81 - $88.6
|
1.77K
$87.7K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$40.5 - $44.3
|
6.42K
$319K
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.01% |
$40.5 - $44.3
|
8.91K
$443K
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-14- 0.07% |
$567 - $620
|
19.5K
$966K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-17- 0.19% |
$688 - $753
|
9.09K
$452K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-20- 0.14% |
$810 - $886
|
13.9K
$688K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 7.22% |
$810 - $886
|
257
$12.8K
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-31- 17.42% |
$1.26K - $1.37K
|
147
$7.3K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-33- 0.07% |
$1.34K - $1.46K
|
50K
$2.48M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-43- 30.5% |
$1.74K - $1.9K
|
98
$4.87K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-63- 0.82% |
$2.55K - $2.79K
|
7.66K
$381K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-67- 2.4% |
$2.71K - $2.97K
|
2.72K
$135K
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-74- 0.5% |
$3K - $3.28K
|
14.8K
$736K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-75- 0.09% |
$3.04K - $3.32K
|
86.2K
$4.28M
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-97- 1.65% |
$3.93K - $4.3K
|
5.8K
$288K
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-107- 1.08% |
$4.33K - $4.74K
|
9.8K
$486K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-108- 1.76% |
$4.37K - $4.78K
|
6.03K
$299K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-118- 2.05% |
$4.78K - $5.23K
|
5.64K
$280K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-119- 0.44% |
$4.82K - $5.27K
|
26.9K
$1.34M
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-129- 2.14% |
$5.22K - $5.71K
|
5.91K
$294K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-135- 1.19% |
$5.47K - $5.98K
|
11.2K
$556K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-151- 0.08% |
$6.11K - $6.69K
|
189K
$9.37M
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-155- 23.66% |
$6.28K - $6.87K
|
500
$24.8K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-157- 0.89% |
$6.36K - $6.96K
|
17.4K
$865K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-167- 15.86% |
$6.76K - $7.4K
|
886
$44K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-168- 0.34% |
$6.8K - $7.44K
|
49.4K
$2.45M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-176- 2.77% |
$7.13K - $7.8K
|
6.17K
$307K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-191- 1.43% |
$7.73K - $8.46K
|
13.2K
$655K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-192- 3.4% |
$7.77K - $8.51K
|
5.46K
$271K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-197- 4.8% |
$7.98K - $8.73K
|
3.91K
$194K
|