Latest Institutional Purchases of Alps ETF Tr (REIT)
This list provides information on the latest institutional transactions involving Alps ETF Tr (REIT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.2K+ 96.51% |
$197K - $225K
|
16.7K
$453K
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 4.12% |
$27.4K - $31.3K
|
28.9K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.06K+ 11.07% |
$25.4K - $29.1K
|
10.6K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500New |
$12K - $13.7K
|
500
$13.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
321+ 3.3% |
$7.71K - $8.81K
|
10K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92New |
$2.21K - $2.52K
|
92
$2.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.01% |
$24 - $27.4
|
9.19K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1KNew |
$399K - $430K
|
15.1K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.74KNew |
$230K - $249K
|
8.74K
$237K
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
293New |
$7.72K - $8.33K
|
293
$7.95K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$158 - $171
|
6
$163
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$79.1 - $85.3
|
3
$81.4
|
|
| 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 | |||||||
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
264+ 10.35% |
$6.66K - $7.77K
|
2.81K
$76.3K
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116+ 11600.0% |
$2.92K - $3.41K
|
117
$3.17K
|
|
| 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
|
|