Alerian MLP ETF (AMLP) Institutional Ownership

$46.68
+0.45 (+0.97%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Alerian MLP ETF (NYSEARCA:AMLP)

Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$718.50M
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$273.36M
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AMLP Institutional Buying and Selling by Quarter

Alerian MLP ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Jaffetilchin Investment Partners LLC62,875$2.98M0.3%+334.1%0.035%
5/17/2024 Comerica Bank91,812$4.36M0.0%-4.7%0.051%
5/17/2024 Hancock Whitney Corp48,621$2.31M0.1%-30.6%0.027%
5/17/2024 Creekmur Asset Management LLC2,057$98K0.0%-52.9%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.65,719$3.12M0.1%+33.1%0.037%
5/16/2024 IronBridge Private Wealth LLC250,051$11.87M4.9%+7.1%0.139%
5/16/2024 Captrust Financial Advisors457,213$21.70M0.1%-0.9%0.254%
5/15/2024 BOKF NA11,445$544K0.0%+23.8%0.006%
5/15/2024 1832 Asset Management L.P.1,912,850$90.78M0.1%+58.2%1.063%
5/14/2024 Westwood Holdings Group Inc.16,844$799K0.0%+32.5%0.009%
5/14/2024 Stamos Capital Partners L.P.26,430$1.25M0.3%-6.3%0.015%
5/14/2024 Axxcess Wealth Management LLC47,035$2.23M0.1%+9.4%0.026%
5/14/2024 EP Wealth Advisors LLC4,810$228K0.0%N/A0.003%
5/14/2024 Freestone Capital Holdings LLC52,399$2.49M0.1%+0.8%0.029%
5/14/2024 CreativeOne Wealth LLC4,221$200K0.0%-11.1%0.002%
5/14/2024 Sculati Wealth Management LLC59,447$2.82M1.2%+1.6%0.033%
5/14/2024 Northwest Wealth Management LLC11,562$549K0.2%-16.5%0.006%
5/14/2024 Elgethun Capital Management159,631$7.58M1.9%-0.7%0.089%
5/14/2024 InterOcean Capital Group LLC17,465$829K0.0%+14.5%0.010%
5/14/2024 Tiemann Investment Advisors LLC6,850$325K0.1%-9.9%0.004%
5/14/2024 Lake Street Advisors Group LLC12,000$570K0.0%N/A0.007%
5/13/2024 O Shaughnessy Asset Management LLC3,399$161K0.0%+44.2%0.002%
5/13/2024 Rockport Wealth LLC24,162$1.15M0.4%N/A0.013%
5/11/2024 Vista Finance LLC79,056$3.75M9.3%+63.0%0.044%
5/11/2024 Beaumont Financial Advisors LLC9,099$432K0.0%+4.1%0.005%
5/11/2024 Retirement Financial Solutions LLC13,206$627K0.3%-16.5%0.007%
5/11/2024 Patten & Patten Inc. TN34,150$1.62M0.1%-0.6%0.019%
5/10/2024 Osaic Holdings Inc.804,961$38.21M0.1%+8.9%0.447%
5/10/2024 TIAA Trust National Association980,836$46.55M0.1%+1.1%0.545%
5/10/2024 Spirepoint Private Client LLC184,128$8.74M1.3%N/A0.102%
5/10/2024 Nicolet Advisory Services LLC188,533$8.94M0.9%+0.3%0.105%
5/10/2024 Prevail Innovative Wealth Advisors LLC9,940$472K0.2%N/A0.006%
5/10/2024 Tocqueville Asset Management L.P.45,988$2.18M0.0%-5.8%0.026%
5/10/2024 J. L. Bainbridge & Co. Inc.4,554$216K0.0%N/A0.003%
5/10/2024 Nwam LLC7,675$364K0.0%-92.0%0.004%
5/10/2024 Anthracite Investment Company Inc.50,000$2.37M0.9%+233.3%0.028%
5/9/2024 Brighton Jones LLC45,701$2.17M0.1%-29.9%0.025%
5/9/2024 Blair William & Co. IL134,694$6.39M0.0%+2.2%0.075%
5/9/2024 Orion Portfolio Solutions LLC289,528$13.74M0.1%+661.0%0.161%
5/9/2024 Kingsview Wealth Management LLC66,029$3.13M0.1%+31.8%0.037%
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5/9/2024 Dearborn Partners LLC28,210$1.34M0.1%-1.6%0.016%
5/9/2024 Endowment Wealth Management Inc.14,191$673K0.5%-12.4%0.008%
5/8/2024 Richard C. Young & CO. LTD.4,627$220K0.0%N/A0.003%
5/8/2024 Advisors Preferred LLC327,183$15.54M2.6%+16.5%0.182%
5/8/2024 Avantax Advisory Services Inc.29,792$1.41M0.0%+21.2%0.017%
5/8/2024 US Bancorp DE20,897$992K0.0%+298.6%0.012%
5/8/2024 Hohimer Wealth Management LLC4,646$220K0.1%N/A0.003%
5/8/2024 Russell Investments Group Ltd.568$27K0.0%N/A0.000%
5/8/2024 Washington Trust Advisors Inc.4,770$226K0.0%-12.7%0.003%
5/8/2024 Williams Jones Wealth Management LLC.32,128$1.53M0.0%+22.6%0.018%
5/7/2024 Concurrent Investment Advisors LLC5,473$260K0.0%N/A0.003%
5/7/2024 Keudell Morrison Wealth Management5,432$258K0.1%-5.2%0.003%
5/7/2024 Atomi Financial Group Inc.12,627$599K0.1%-4.3%0.007%
5/7/2024 Primoris Wealth Advisors LLC29,138$1.36M1.1%+34.0%0.016%
5/7/2024 Tectonic Advisors LLC230,701$10.95M0.8%+2.9%0.128%
5/7/2024 NTV Asset Management LLC89,717$4.26M0.6%+16.8%0.050%
5/7/2024 Highland Capital Management LLC18,299$868K0.0%+4.6%0.010%
5/7/2024 Nvwm LLC50,050$2.38M0.7%-2.5%0.028%
5/7/2024 Allen Investment Management LLC1,126,462$53.46M0.7%-0.2%0.626%
5/7/2024 Oppenheimer & Co. Inc.87,811$4.17M0.1%+8.0%0.049%
5/7/2024 PFG Advisors178,782$8.49M0.6%-11.9%0.099%
5/7/2024 Wealthspire Advisors LLC87,940$4.17M0.1%-20.0%0.049%
5/7/2024 Howard Wealth Management LLC6,953$330K0.3%+22.2%0.004%
5/7/2024 SG Americas Securities LLC2,412$114K0.0%-57.5%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.15,676$744K0.0%+94.4%0.009%
5/6/2024 Advisory Services Network LLC124,687$5.92M0.1%+13.0%0.069%
5/6/2024 Oxbow Advisors LLC4,286$203K0.0%-95.0%0.002%
5/4/2024 Riggs Asset Managment Co. Inc.195,128$9.26M2.7%+1.5%0.108%
5/4/2024 Gould Asset Management LLC CA16,100$764K0.2%-3.1%0.009%
5/4/2024 WBI Investments LLC8,734$415K0.1%N/A0.005%
5/3/2024 Avidian Wealth Solutions LLC13,141$624K0.0%-9.3%0.007%
5/3/2024 Forte Asset Management LLC69,198$3.28M2.0%+5.3%0.038%
5/3/2024 Smithbridge Asset Management Inc. DE16,532$785K0.2%-5.1%0.009%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors33,528$1.59M0.2%+35.2%0.019%
5/3/2024 Commerce Bank127,677$6.06M0.0%-3.5%0.071%
5/3/2024 Wellington Shields Capital Management LLC4,525$215K0.0%-29.6%0.003%
5/3/2024 Proficio Capital Partners LLC353,600$16.78M1.8%-25.4%0.197%
5/2/2024 Summit Financial Wealth Advisors LLC302,093$14.34M2.9%+2.8%0.168%
5/2/2024 Graypoint LLC17,392$825K0.1%-13.9%0.010%
5/2/2024 Choreo LLC497,483$23.61M0.6%-2.6%0.277%
5/2/2024 Mckinley Capital Management LLC158,102$7.50M0.9%-0.4%0.088%
5/2/2024 Moloney Securities Asset Management LLC15,080$716K0.1%-16.5%0.008%
5/2/2024 Greenwood Capital Associates LLC4,510$214K0.0%N/A0.003%
5/2/2024 Allen Wealth Management LLC314,477$14.93M13.2%+3.9%0.175%
5/2/2024 Fortem Financial Group LLC232,475$11.03M4.8%+3,445.4%0.129%
5/1/2024 Wakefield Asset Management LLLP29,382$1.39M0.5%+2.6%0.016%
5/1/2024 Janney Montgomery Scott LLC351,941$16.70M0.0%+2.7%0.198%
5/1/2024 TKG Advisors LLC72,805$3.46M1.9%N/A0.041%
5/1/2024 Retirement Group LLC5,669$269K0.1%+22.1%0.003%
5/1/2024 Starfox Financial Services LLC31,781$1.46M1.2%+53.9%0.018%
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5/1/2024 Diversify Advisory Services LLC5,334$253K0.0%N/A0.003%
4/30/2024 Private Advisor Group LLC175,866$8.35M0.1%+3.7%0.099%
4/30/2024 J.W. Cole Advisors Inc.16,497$783K0.0%+20.0%0.009%
4/30/2024 Astor Investment Management LLC5,408$257K0.1%-61.7%0.003%
4/30/2024 North Star Investment Management Corp.178,405$8.47M0.6%+90.7%0.100%
4/30/2024 Fortis Group Advisors LLC88,452$4.20M0.8%+871.9%0.050%
4/30/2024 SpiderRock Advisors LLC18,897$883K0.0%N/A0.011%
4/30/2024 Violich Capital Management Inc.210,455$9.99M1.4%+113.0%0.118%
4/30/2024 WealthBridge Capital Management LLC38,147$1.81M0.6%+6.3%0.021%
4/30/2024 Perigon Wealth Management LLC36,086$1.71M0.1%+144.1%0.020%
(Data available from 1/1/2016 forward)

AMLP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AMLP shares?

During the previous two years, 617 institutional investors and hedge funds held shares of Alerian MLP ETF. The most heavily invested institutionals were Altman Advisors Inc. ($1.70B), Morgan Stanley ($392.24M), Goldman Sachs Group Inc. ($349.85M), Wells Fargo & Company MN ($210.33M), Bank of America Corp DE ($193.27M), UBS Group AG ($116.55M), and Creative Planning ($105.42M).Learn more on AMLP's institutional investors.

Which institutional investors have been buying Alerian MLP ETF stock?

Of the 537 institutional investors that purchased Alerian MLP ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($2.54M), 1832 Asset Management L.P. ($1.91M), Capital Wealth Alliance LLC ($1.45M), Rational Advisors LLC ($1.43M), International Assets Investment Management LLC ($1.06M), TIAA Trust National Association ($1.02M), and Wright Fund Management LLC ($931.64K).

How much institutional buying is happening at Alerian MLP ETF?

Institutional investors have bought a total of 35,535,344 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

Which Alerian MLP ETF major shareholders have been selling company stock?

Of the 332 institutional investors that sold Alerian MLP ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($5.08M), Goldman Sachs Group Inc. ($4.45M), Creative Planning ($1.77M), Rational Advisors LLC ($1.31M), JPMorgan Chase & Co. ($942.97K), Morgan Stanley ($577.57K), and LPL Financial LLC ($516.45K).

How much institutional selling is happening at Alerian MLP ETF?

Institutional investors have sold a total of 24,563,964 shares in the last 24 months. This volume of shares sold represents approximately $935.57M in transactions.


This page (NYSEARCA:AMLP) was last updated on 5/18/2024 by MarketBeat.com Staff

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