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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
591New |
$73.9K - $78.7K
|
591
$26.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
654New |
$81.8K - $87.1K
|
654
$29.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.81KNew |
$476K - $507K
|
3.81K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 2500.0% |
$31.3K - $33.3K
|
260
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.18KNew |
$272K - $290K
|
2.18K
$96.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 28.26% |
$1.63K - $1.73K
|
59
$2.62K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-858- 5.12% |
$99.6K - $109K
|
15.9K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9.38KNew |
$1.09M - $1.2M
|
9.38K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
61New |
$7.08K - $7.78K
|
61
$2.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.67KNew |
$194K - $213K
|
1.67K
$74.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$5.45K - $6K
|
47
$2.09K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.6KNew |
$186K - $204K
|
1.6K
$71.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-26- 0.62% |
$3.02K - $3.32K
|
4.17K
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.4K+ 45.23% |
$4.22M - $4.64M
|
117K
$5.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.52K+ 3.71% |
$640K - $704K
|
154K
$6.85M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$236K - $250K
|
2.1K
$93.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44+ 0.61% |
$4.73K - $5.19K
|
7.24K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.06K+ 24.77% |
$114K - $125K
|
5.34K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.41% |
$2.26K - $2.48K
|
5.16K
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
83New |
$8.92K - $9.79K
|
83
$3.69K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.5K- 54.07% |
$268K - $295K
|
2.12K
$94.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.83KNew |
$197K - $216K
|
1.83K
$81.3K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.23M - $1.41M
|
12.8K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.06K- 2.17% |
$390K - $447K
|
183K
$8.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
52New |
$4.99K - $5.73K
|
52
$2.31K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.94KNew |
$186K - $214K
|
1.94K
$86.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
140New |
$13.4K - $15.4K
|
140
$6.22K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94KNew |
$186K - $214K
|
1.94K
$86.1K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
83+ 0.34% |
$8.32K - $8.93K
|
24.6K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
24New |
$2.41K - $2.58K
|
24
$1.07K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5- 0.22% |
$490 - $522
|
2.31K
$103K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25New |
$2.45K - $2.61K
|
25
$1.11K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
350New |
$33.2K - $36.2K
|
350
$15.6K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$796K - $868K
|
8.4K
$373K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$8.35K - $9.1K
|
88
$3.91K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.68KNew |
$634K - $691K
|
6.68K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
142KNew |
$13.5M - $14.7M
|
142K
$6.33M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50New |
$4.74K - $5.17K
|
50
$2.22K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
27.2KNew |
$2.58M - $2.81M
|
27.2K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
31.3KNew |
$2.97M - $3.23M
|
31.3K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.7KNew |
$1.49M - $1.62M
|
15.7K
$697K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$9.49K - $10.3K
|
100
$4.44K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
400New |
$37.9K - $41.3K
|
400
$17.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 19.97% |
$22K - $25.3K
|
1K
$44.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 1.8% |
$6.17K - $7.09K
|
3.96K
$176K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
37New |
$3.26K - $3.75K
|
37
$1.64K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-247- 10.08% |
$21.8K - $25K
|
2.2K
$97.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.15KNew |
$366K - $435K
|
4.15K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
600New |
$52.9K - $63K
|
600
$26.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.01KNew |
$91.8K - $111K
|
1.01K
$44.8K
|
|