Purchases and Sales Made in Q4 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
548+ 1.17% |
$25.5K - $28.1K
|
47.4K
$2.51M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
524+ 5.55% |
$24.4K - $26.9K
|
9.97K
$529K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
500New |
$23.2K - $25.7K
|
500
$26.5K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500New |
$23.2K - $25.7K
|
500
$26.5K
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
481+ 1.64% |
$22.4K - $24.7K
|
29.8K
$1.58M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
480+ 3.18% |
$22.3K - $24.6K
|
15.6K
$826K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
452+ 9.09% |
$21K - $23.2K
|
5.43K
$288K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
408New |
$19K - $20.9K
|
408
$21.6K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
400+ 3.33% |
$18.6K - $20.5K
|
12.4K
$658K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$18.6K - $20.5K
|
400
$21.2K
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
343+ 0.23% |
$15.9K - $17.6K
|
148K
$7.87M
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
281+ 1.27% |
$13.1K - $14.4K
|
22.5K
$1.19M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
271+ 1.11% |
$12.6K - $13.9K
|
24.7K
$1.31M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
264+ 17.08% |
$12.3K - $13.5K
|
1.81K
$96K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
255+ 0.98% |
$11.9K - $13.1K
|
26.2K
$1.39M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
249+ 1.41% |
$11.6K - $12.8K
|
17.9K
$952K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
222+ 2.85% |
$10.3K - $11.4K
|
8.02K
$426K
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200New |
$9.3K - $10.3K
|
200
$10.6K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
189+ 1.47% |
$8.78K - $9.7K
|
13.1K
$693K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
124+ 1.99% |
$5.76K - $6.36K
|
6.36K
$337K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
120New |
$5.58K - $6.16K
|
120
$6.37K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
114+ 0.64% |
$5.3K - $5.85K
|
17.9K
$951K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
113+ 13.0% |
$5.25K - $5.8K
|
982
$52.1K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
98+ 0.98% |
$4.56K - $5.03K
|
10.1K
$534K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
97+ 0.46% |
$4.51K - $4.98K
|
21.2K
$1.12M
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
96+ 1.66% |
$4.46K - $4.93K
|
5.87K
$312K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
94+ 1.35% |
$4.37K - $4.82K
|
7.05K
$374K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
91+ 1.32% |
$4.23K - $4.67K
|
6.98K
$370K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
90+ 1.49% |
$4.18K - $4.62K
|
6.11K
$324K
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
83+ 1.64% |
$3.86K - $4.26K
|
5.15K
$273K
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
75+ 0.69% |
$3.49K - $3.85K
|
10.9K
$578K
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
60+ 1.29% |
$2.79K - $3.08K
|
4.72K
$250K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
47+ 1.09% |
$2.18K - $2.41K
|
4.36K
$232K
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
42+ 0.19% |
$1.95K - $2.16K
|
22.4K
$1.19M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
42+ 1.89% |
$1.95K - $2.16K
|
2.27K
$120K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 8.81% |
$1.86K - $2.05K
|
494
$26.2K
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
40+ 0.27% |
$1.86K - $2.05K
|
14.8K
$783K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
38+ 211.11% |
$1.77K - $1.95K
|
56
$2.97K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
36+ 0.33% |
$1.67K - $1.85K
|
11K
$583K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34+ 1.08% |
$1.58K - $1.74K
|
3.17K
$168K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.53K - $1.69K
|
33
$1.75K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
31+ 0.01% |
$1.44K - $1.59K
|
240K
$12.8M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
28+ 1.99% |
$1.3K - $1.44K
|
1.44K
$76.3K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
25+ 0.34% |
$1.16K - $1.28K
|
7.37K
$391K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
19+ 0.34% |
$883 - $975
|
5.53K
$294K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.37% |
$837 - $924
|
4.88K
$259K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11+ 0.08% |
$511 - $565
|
13.1K
$696K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 2.04% |
$418 - $462
|
450
$23.9K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 0.41% |
$372 - $411
|
1.97K
$104K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 1.88% |
$232 - $257
|
271
$14.4K
|