Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
1.07MNew |
$15M - $142M
|
1.07M
$45.7M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
149K+ 764.13% |
$2.09M - $19.7M
|
169K
$7.17M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
87K+ 201.13% |
$1.22M - $11.5M
|
130K
$5.54M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.5K+ 6.93% |
$273K - $2.58M
|
302K
$12.8M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.5K+ 4.89% |
$273K - $2.58M
|
419K
$17.8M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.5K+ 243.17% |
$189K - $1.78M
|
19.1K
$811K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.26K+ 44.54% |
$116K - $1.09M
|
26.8K
$1.14M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.06K+ 10.12% |
$84.8K - $799K
|
65.9K
$2.8M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.66K+ 2.6% |
$79.3K - $747K
|
224K
$9.52M
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
5.4K+ 200.0% |
$75.6K - $713K
|
8.1K
$345K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.38K+ 34.46% |
$75.3K - $710K
|
21K
$893K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.04K+ 5.33% |
$56.6K - $534K
|
79.9K
$3.4M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.5KNew |
$35K - $330K
|
2.5K
$107K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.34KNew |
$32.8K - $309K
|
2.34K
$99.6K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 3.68% |
$28.3K - $267K
|
57K
$2.42M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.97K+ 20.4% |
$27.5K - $260K
|
11.6K
$494K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.78K+ 15.34% |
$25K - $235K
|
13.4K
$570K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 15.46% |
$15.8K - $149K
|
8.45K
$359K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06K+ 68.79% |
$14.8K - $140K
|
2.6K
$110K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
861+ 117.3% |
$12.1K - $114K
|
1.6K
$67.9K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
618New |
$8.65K - $81.6K
|
618
$26.3K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
351New |
$4.91K - $46.3K
|
351
$14.9K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
340+ 3.41% |
$4.76K - $44.9K
|
10.3K
$439K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
278+ 2.95% |
$3.89K - $36.7K
|
9.69K
$412K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
248+ 1.92% |
$3.47K - $32.7K
|
13.2K
$560K
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
202+ 1.3% |
$2.83K - $26.7K
|
15.7K
$669K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
189New |
$2.65K - $25K
|
189
$8.04K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 0.94% |
$1.4K - $13.2K
|
10.8K
$457K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44New |
$616 - $5.81K
|
44
$1.87K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
24+ 0.35% |
$336 - $3.17K
|
6.83K
$291K
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
9+ 0.41% |
$126 - $1.19K
|
2.19K
$93.1K
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$14 - $132
|
2.3K
$97.7K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25- 0.2% |
$350 - $3.3K
|
12.6K
$536K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44- 0.22% |
$616 - $5.81K
|
19.7K
$840K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-73- 1.6% |
$1.02K - $9.64K
|
4.5K
$192K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-80- 13.75% |
$1.12K - $10.6K
|
502
$21.4K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-97- 4.77% |
$1.36K - $12.8K
|
1.94K
$82.3K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-148- 1.95% |
$2.07K - $19.5K
|
7.44K
$317K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-400- 12.54% |
$5.6K - $52.8K
|
2.79K
$119K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-482- 4.18% |
$6.75K - $63.6K
|
11.1K
$471K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-633- 16.29% |
$8.86K - $83.6K
|
3.25K
$138K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.58K- 6.99% |
$22.1K - $208K
|
21K
$892K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-3.91K- 26.01% |
$54.7K - $516K
|
11.1K
$473K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.5K- 45.74% |
$105K - $990K
|
8.89K
$378K
|