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Get Institutions for : 
ALPS ETF Trust (EQL)  
$117.85 0.50 (0.43%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    0
Total shares held : 
 1,642,006  
% of shares held : 
 84.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 149,524  
% of shares held change : 
   7.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $99.38  
Last Quarter's Ending Price : 
 $109.54  
Last Quarter's Average Price : 
 $103.18  
Change from last quarter's     
avg. price to the last closing  : 
14.67 (14.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 34,888
 2.12%
 
Increased Positions :
20
 166,370
 10.13%
 
Unchanged Positions :
9
 27,058
 1.65%
 
Decreased Positions :
13
-47,024
-2.86%
 
Closed Positions :
5
-4,710
-0.29%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1196 - 2023-12-31 419,846 $45,988,000 38,486
   MORGAN STANLEY 2693 - 2023-12-31 179,273 $19,637,000 1,960
   RAYMOND JAMES & ASSOCIATES 1223 - 2024-03-31 76,419 $9,017,000 3,730
   UBS Group AG 1855 - 2023-12-31 54,004 $5,915,000 1,531
   LPL FINANCIAL CORP 1837 - 2024-03-31 39,350 $4,643,000 654
   ENVESTNET ASSET MANAGEMENT INC 2228 - 2023-12-31 26,634 $2,917,000 1,392
   J P MORGAN CHASE & CO 2849 - 2024-03-31 21,202 $2,502,000 206
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 672 - 2023-09-30 24,603 $2,468,000 83
   COMMONWEALTH EQUITY SERVICES LLC. 1868 - 2024-03-31 14,260 $1,683,000 200
   CITADEL ADVISORS LLC 2554 - 2023-12-31 13,756 $1,507,000 6,167
   Stratos Wealth Partners LTD. 564 - 2024-03-31 10,512 $1,240,000 3,070
   Kestra Advisory Services LLC 1057 - 2023-12-31 10,236 $1,121,000 7,450
   STIFEL FINANCIAL CORP 2384 - 2023-12-31 6,253 $685,000 650
   LINCOLN NATIONAL CORP 672 - 2024-03-31 5,159 $609,000 21
   GTS SECURITIES LLC 908 - 2023-12-31 4,431 $485,000 1,027
   MULTIFINANCIAL SECURITIES CORP 1158 - 2023-12-31 4,276 $468,000 407
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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