Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71K+ 20.35% |
$6.82M - $7.83M
|
420K
$53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.2K+ 168.54% |
$6.35M - $7.3M
|
105K
$13.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.4K+ 25.12% |
$2.82M - $3.24M
|
146K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21KNew |
$2.02M - $2.32M
|
21K
$2.65M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.23M - $1.41M
|
12.8K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.45K+ 267.41% |
$715K - $821K
|
10.2K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.2KNew |
$691K - $794K
|
7.2K
$909K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.52K+ 9.85% |
$626K - $719K
|
72.7K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.17K+ 81.26% |
$592K - $680K
|
13.8K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
4.62KNew |
$443K - $509K
|
4.62K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.07K+ 11.37% |
$199K - $228K
|
20.3K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96K+ 1.11% |
$188K - $216K
|
179K
$22.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94KNew |
$186K - $214K
|
1.94K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.94KNew |
$186K - $214K
|
1.94K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.53K+ 2.92% |
$147K - $169K
|
54K
$6.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.39K+ 5.51% |
$134K - $153K
|
26.6K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.03K+ 30.17% |
$98.6K - $113K
|
4.43K
$559K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
922+ 14.14% |
$88.5K - $102K
|
7.44K
$939K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
650+ 11.6% |
$62.4K - $71.7K
|
6.25K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
407+ 10.52% |
$39.1K - $44.9K
|
4.28K
$540K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
252+ 1.83% |
$24.2K - $27.8K
|
14.1K
$1.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
140New |
$13.4K - $15.4K
|
140
$17.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
52New |
$4.99K - $5.73K
|
52
$6.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
29+ 0.57% |
$2.78K - $3.2K
|
5.14K
$648K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
24+ 0.57% |
$2.3K - $2.65K
|
4.26K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
15+ 0.42% |
$1.44K - $1.65K
|
3.55K
$449K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$96 - $110
|
2.69K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5- 0.15% |
$480 - $551
|
3.42K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-100- 1.01% |
$9.6K - $11K
|
9.85K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-101- 1.77% |
$9.7K - $11.1K
|
5.62K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-270- 5.5% |
$25.9K - $29.8K
|
4.64K
$586K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-276Closed |
$26.5K - $30.4K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-440- 12.52% |
$42.2K - $48.5K
|
3.08K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.03K- 4.14% |
$98.6K - $113K
|
23.8K
$3M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.45K- 6.44% |
$139K - $159K
|
21K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.06K- 2.17% |
$390K - $447K
|
183K
$23.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.99K- 12.02% |
$479K - $551K
|
36.6K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.09K- 23.94% |
$680K - $781K
|
22.5K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.73K- 18.4% |
$838K - $962K
|
38.7K
$4.88M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15K- 7.74% |
$1.44M - $1.66M
|
179K
$22.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-18.7K- 13.16% |
$1.8M - $2.07M
|
124K
$15.6M
|