Purchases and Sales Made in Q4 2023 in Alps ETF Tr Disruptive Technol (DTEC)
This table provides information about the institutional ownership of Alps ETF Tr Disruptive Technol (DTEC) during Q4 2023. The information is specifically focused on institutions that hold shares of ALPS ETF TR DISRUPTIVE TECHNOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.9K+ 58.0% |
$1.74M - $2.24M
|
147K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.7K+ 37.12% |
$1.22M - $1.57M
|
139K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23K+ 71.27% |
$746K - $960K
|
55.4K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.4KNew |
$272K - $350K
|
8.4K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.78KNew |
$187K - $241K
|
5.78K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.37KNew |
$174K - $224K
|
5.37K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.24KNew |
$170K - $218K
|
5.24K
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5KNew |
$162K - $208K
|
5K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.88K+ 10.09% |
$158K - $203K
|
53.2K
$2.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.85K+ 39.55% |
$157K - $202K
|
17.1K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.62K+ 40.4% |
$150K - $193K
|
16.1K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.61K+ 28.58% |
$149K - $192K
|
20.7K
$944K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.06K+ 6.93% |
$131K - $169K
|
62.6K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 4.65% |
$36.2K - $46.5K
|
25.1K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
495+ 1.56% |
$16K - $20.6K
|
32.2K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
307+ 3.74% |
$9.94K - $12.8K
|
8.52K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
246New |
$7.97K - $10.3K
|
246
$11.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100New |
$3.24K - $4.17K
|
100
$4.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
53+ 0.86% |
$1.72K - $2.21K
|
6.2K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31+ 0.28% |
$1K - $1.29K
|
11.2K
$508K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 0.28% |
$97.1 - $125
|
1.08K
$49.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-95- 0.94% |
$3.08K - $3.96K
|
10.1K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152- 74.15% |
$4.92K - $6.33K
|
53
$2.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-153- 1.85% |
$4.95K - $6.38K
|
8.11K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-160- 2.03% |
$5.18K - $6.67K
|
7.73K
$352K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-461- 4.04% |
$14.9K - $19.2K
|
10.9K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.04K- 2.35% |
$33.6K - $43.3K
|
43.2K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.14K- 12.53% |
$36.8K - $47.4K
|
7.93K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.49K- 5.23% |
$48.2K - $62K
|
27K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.09K- 7.48% |
$99.9K - $129K
|
38.2K
$1.74M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.34K- 7.85% |
$173K - $222K
|
62.6K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.07K- 6.58% |
$229K - $295K
|
100K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.1K- 19.88% |
$620K - $798K
|
77.1K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-34.2K- 48.0% |
$1.11M - $1.42M
|
37K
$1.69M
|