Purchases and Sales Made in Q1 2023 in Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information about the institutional ownership of Alps ETF Tr Equal Sector Weigh (EQL) during Q1 2023. The information is specifically focused on institutions that hold shares of ALPS ETF TR EQUAL SECTOR WEIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
150KNew |
$14.3M - $15.5M
|
150K
$19M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
142KNew |
$13.5M - $14.7M
|
142K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.8K+ 313.6% |
$4.91M - $5.35M
|
68.3K
$8.62M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
50.4K+ 35.14% |
$4.78M - $5.21M
|
194K
$24.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.3K+ 54.19% |
$3.07M - $3.34M
|
91.9K
$11.6M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
31.3KNew |
$2.97M - $3.23M
|
31.3K
$3.95M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
27.2KNew |
$2.58M - $2.81M
|
27.2K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.8KNew |
$1.59M - $1.73M
|
16.8K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.7KNew |
$1.49M - $1.62M
|
15.7K
$1.98M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 106.69% |
$1.01M - $1.1M
|
20.6K
$2.6M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$796K - $868K
|
8.4K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$796K - $868K
|
8.4K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.97K+ 14.75% |
$661K - $720K
|
54.2K
$6.84M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.68KNew |
$634K - $691K
|
6.68K
$843K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.25K+ 38.5% |
$593K - $646K
|
22.5K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.52K+ 3.0% |
$429K - $467K
|
155K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.46K+ 8.42% |
$423K - $461K
|
57.4K
$7.25M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.24K+ 8.37% |
$307K - $334K
|
41.9K
$5.29M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.16K+ 52.79% |
$300K - $327K
|
9.15K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.83K+ 145.82% |
$268K - $292K
|
4.76K
$601K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
2.74KNew |
$260K - $283K
|
2.74K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.44K+ 76.56% |
$231K - $252K
|
5.62K
$709K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.32KNew |
$220K - $239K
|
2.32K
$292K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
400New |
$37.9K - $41.3K
|
400
$50.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
350New |
$33.2K - $36.2K
|
350
$44.2K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
350New |
$33.2K - $36.2K
|
350
$44.2K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
213+ 1.45% |
$20.2K - $22K
|
14.9K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 2.26% |
$19K - $20.7K
|
9.05K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$9.49K - $10.3K
|
100
$12.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$8.35K - $9.1K
|
88
$11.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50New |
$4.74K - $5.17K
|
50
$6.31K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-50- 0.78% |
$4.74K - $5.17K
|
6.36K
$802K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-80- 0.34% |
$7.59K - $8.27K
|
23.3K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-100- 1.9% |
$9.49K - $10.3K
|
5.17K
$652K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-153- 3.9% |
$14.5K - $15.8K
|
3.77K
$476K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-183- 3.14% |
$17.4K - $18.9K
|
5.65K
$713K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-285- 1.2% |
$27K - $29.5K
|
23.5K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-292- 0.75% |
$27.7K - $30.2K
|
38.4K
$4.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-766- 10.63% |
$72.7K - $79.2K
|
6.44K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-861- 23.06% |
$81.7K - $89K
|
2.87K
$363K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.37KClosed |
$130K - $141K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.72K- 1.92% |
$258K - $281K
|
139K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.98K- 2.04% |
$662K - $721K
|
334K
$42.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.8K- 25.11% |
$1.69M - $1.84M
|
53.1K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-34.2K- 51.9% |
$3.25M - $3.54M
|
31.7K
$4M
|