Latest Institutional Transactions on Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information on the latest institutional transactions involving Alps ETF Tr Equal Sector Weigh (EQL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
314+ 200.0% |
$11.7K - $13.8K
|
471
$20.9K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.2KNew |
$531K - $623K
|
14.2K
$631K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.48KNew |
$242K - $284K
|
6.48K
$288K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-729- 3.83% |
$27.2K - $32K
|
18.3K
$814K
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.4K+ 201.28% |
$165K - $193K
|
6.59K
$293K
|
|
Q1 2025 | |||||||
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06K+ 68.79% |
$14.8K - $140K
|
2.6K
$115K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.66K+ 2.6% |
$79.3K - $747K
|
224K
$9.94M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.5K+ 4.89% |
$273K - $2.58M
|
419K
$18.6M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.5K- 45.74% |
$105K - $990K
|
8.89K
$395K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.97K+ 20.4% |
$27.5K - $260K
|
11.6K
$516K
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.5KNew |
$35K - $330K
|
2.5K
$111K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.38K+ 34.46% |
$75.3K - $710K
|
21K
$933K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
861+ 117.3% |
$12.1K - $114K
|
1.6K
$70.9K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
189New |
$2.65K - $25K
|
189
$8.4K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
248+ 1.92% |
$3.47K - $32.7K
|
13.2K
$585K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
149K+ 764.13% |
$2.09M - $19.7M
|
169K
$7.49M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-148- 1.95% |
$2.07K - $19.5K
|
7.44K
$331K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-97- 4.77% |
$1.36K - $12.8K
|
1.94K
$86K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-400- 12.54% |
$5.6K - $52.8K
|
2.79K
$124K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 15.46% |
$15.8K - $149K
|
8.45K
$375K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 0.94% |
$1.4K - $13.2K
|
10.8K
$478K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44New |
$616 - $5.81K
|
44
$1.95K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-80- 13.75% |
$1.12K - $10.6K
|
502
$22.3K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 3.68% |
$28.3K - $267K
|
57K
$2.53M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-73- 1.6% |
$1.02K - $9.64K
|
4.5K
$200K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.5K+ 6.93% |
$273K - $2.58M
|
302K
$13.4M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-482- 4.18% |
$6.75K - $63.6K
|
11.1K
$491K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-633- 16.29% |
$8.86K - $83.6K
|
3.25K
$144K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
278+ 2.95% |
$3.89K - $36.7K
|
9.69K
$430K
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
87K+ 201.13% |
$1.22M - $11.5M
|
130K
$5.79M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.78K+ 15.34% |
$25K - $235K
|
13.4K
$595K
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$14 - $132
|
2.3K
$102K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44- 0.22% |
$616 - $5.81K
|
19.7K
$877K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.06K+ 10.12% |
$84.8K - $799K
|
65.9K
$2.93M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.04K+ 5.33% |
$56.6K - $534K
|
79.9K
$3.55M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
618New |
$8.65K - $81.6K
|
618
$27.5K
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
202+ 1.3% |
$2.83K - $26.7K
|
15.7K
$699K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25- 0.2% |
$350 - $3.3K
|
12.6K
$559K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.58K- 6.99% |
$22.1K - $208K
|
21K
$932K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
340+ 3.41% |
$4.76K - $44.9K
|
10.3K
$458K
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
1.07MNew |
$15M - $142M
|
1.07M
$47.7M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.34KNew |
$32.8K - $309K
|
2.34K
$104K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-3.91K- 26.01% |
$54.7K - $516K
|
11.1K
$494K
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
5.4K+ 200.0% |
$75.6K - $713K
|
8.1K
$360K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
351New |
$4.91K - $46.3K
|
351
$15.6K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
24+ 0.35% |
$336 - $3.17K
|
6.83K
$304K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.36K- 23.73% |
$795K - $847K
|
20.4K
$908K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$288K - $307K
|
2.3K
$102K
|