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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.41% |
$2.26K - $2.48K
|
5.16K
$680K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
83New |
$8.92K - $9.79K
|
83
$10.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.5K- 54.07% |
$268K - $295K
|
2.12K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.83KNew |
$197K - $216K
|
1.83K
$241K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.23M - $1.41M
|
12.8K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.06K- 2.17% |
$390K - $447K
|
183K
$24.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
52New |
$4.99K - $5.73K
|
52
$6.85K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.94KNew |
$186K - $214K
|
1.94K
$255K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
140New |
$13.4K - $15.4K
|
140
$18.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94KNew |
$186K - $214K
|
1.94K
$255K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.48K- 61.48% |
$349K - $375K
|
2.18K
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
83+ 0.34% |
$8.32K - $8.93K
|
24.6K
$3.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
24New |
$2.41K - $2.58K
|
24
$3.16K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25New |
$2.45K - $2.61K
|
25
$3.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5- 0.22% |
$490 - $522
|
2.31K
$305K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
350New |
$33.2K - $36.2K
|
350
$46.1K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$796K - $868K
|
8.4K
$1.11M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$8.35K - $9.1K
|
88
$11.6K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.68KNew |
$634K - $691K
|
6.68K
$881K
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
142KNew |
$13.5M - $14.7M
|
142K
$18.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50New |
$4.74K - $5.17K
|
50
$6.59K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
27.2KNew |
$2.58M - $2.81M
|
27.2K
$3.59M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
31.3KNew |
$2.97M - $3.23M
|
31.3K
$4.12M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.7KNew |
$1.49M - $1.62M
|
15.7K
$2.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$9.49K - $10.3K
|
100
$13.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
400New |
$37.9K - $41.3K
|
400
$52.7K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.5KNew |
$309K - $355K
|
3.5K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 19.97% |
$22K - $25.3K
|
1K
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 1.8% |
$6.17K - $7.09K
|
3.96K
$522K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
37New |
$3.26K - $3.75K
|
37
$4.88K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-247- 10.08% |
$21.8K - $25K
|
2.2K
$290K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
600New |
$52.9K - $63K
|
600
$79.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.15KNew |
$366K - $435K
|
4.15K
$547K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.01KNew |
$91.8K - $111K
|
1.01K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-206Closed |
$18.8K - $22.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
430New |
$39.2K - $47.2K
|
430
$56.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-75- 18.75% |
$6.83K - $8.24K
|
325
$42.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$178K - $215K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.56K- 93.64% |
$142K - $171K
|
106
$14K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
660+ 51.93% |
$60.1K - $72.5K
|
1.93K
$255K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-45- 24.32% |
$4.5K - $4.93K
|
140
$18.5K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.89KClosed |
$284K - $302K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-16.3KClosed |
$1.6M - $1.7M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
3KNew |
$295K - $314K
|
3K
$395K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-9.81KClosed |
$929K - $989K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-180Closed |
$17K - $18.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-99Closed |
$8.41K - $9.32K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
157New |
$11.8K - $13.6K
|
157
$20.7K
|
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
BUY
|
- |
684New |
$51.4K - $59.1K
|
684
$90.2K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-237Closed |
$17.3K - $19.4K
|
0
$0
|
|