Latest Institutional Transactions on Alps ETF Tr (REIT)
This table provides information on the latest institutional transactions involving Alps ETF Tr (REIT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 34.91% |
$244K - $279K
|
39.3K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
321+ 3.3% |
$7.71K - $8.81K
|
10K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-34.1K- 50.03% |
$819K - $936K
|
34.1K
$925K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500New |
$12K - $13.7K
|
500
$13.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92New |
$2.21K - $2.52K
|
92
$2.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.06K+ 11.07% |
$25.4K - $29.1K
|
10.6K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 4.12% |
$27.4K - $31.3K
|
28.9K
$783K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.2K+ 96.51% |
$197K - $225K
|
16.7K
$453K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13K- 23.59% |
$313K - $358K
|
42.2K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
6.17K+ 4.96% |
$148K - $169K
|
131K
$3.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.55K+ 187.86% |
$37.2K - $42.5K
|
2.37K
$64.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34KNew |
$32.2K - $36.8K
|
1.34K
$36.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.01% |
$24 - $27.4
|
9.19K
$249K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.74KNew |
$230K - $249K
|
8.74K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
293New |
$7.72K - $8.33K
|
293
$7.95K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-68- 1.78% |
$1.79K - $1.93K
|
3.75K
$102K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1KNew |
$399K - $430K
|
15.1K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$158 - $171
|
6
$163
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-622- 25.17% |
$16.4K - $17.7K
|
1.85K
$50.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$79.1 - $85.3
|
3
$81.4
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.71K+ 6.87% |
$44.9K - $48.5K
|
26.5K
$720K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
798+ 5.7% |
$21K - $22.7K
|
14.8K
$401K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.16KNew |
$84.2K - $93.9K
|
3.16K
$85.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
790New |
$21.1K - $23.5K
|
790
$21.4K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116+ 11600.0% |
$2.92K - $3.41K
|
117
$3.17K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
264+ 10.35% |
$6.66K - $7.77K
|
2.81K
$76.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-337- 30.75% |
$8.5K - $9.91K
|
759
$20.6K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30New |
$676 - $774
|
30
$814
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$342K - $365K
|
14.8K
$402K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
277New |
$6.4K - $6.83K
|
277
$7.52K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
33New |
$740 - $891
|
33
$895
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
900New |
$19.9K - $22.7K
|
900
$24.4K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.37KNew |
$93.2K - $104K
|
3.37K
$91.5K
|
|