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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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 579 - 2024-03-31 142,880 $16,858,000 -3,333
   Aveo Capital Partners LLC 43 - 2024-03-31 50,480 $5,809,000 -73,127
   WELLS FARGO & CO/MN 1937 - 2024-03-31 44,014 $5,193,000 -61,425
   Gateway Wealth Partners LLC 22 - 2023-12-31 23,775 $2,604,000 -1,027
   GREAT VALLEY ADVISOR GROUP INC. 240 - 2024-03-31 20,923 $2,469,000 -84
   ROYAL BANK OF CANADA 2401 - 2023-12-31 22,518 $2,467,000 -7,086
   Advisor Group Holdings Inc. 1816 - 2024-03-31 14,328 $1,691,000 -22,226
   SMITH MOORE & CO. 148 - 2023-12-31 9,850 $1,079,000 -100
   NORTHERN TRUST CORP 3529 - 2023-12-31 4,641 $508,000 -270
   Insight Folios Inc 62 - 2024-03-31 4,175 $493,000 -83
   MCCORMACK ADVISORS INTERNATIONAL 805 - 2024-03-31 3,276 $387,000 -278
   COMERICA BANK 1994 - 2023-12-31 3,420 $375,000 -5
   Snowden Capital Advisors LLC 855 - 2023-12-31 3,075 $337,000 -440
   TOTAL INVESTMENT MANAGEMENT INC 55 - 2024-03-31 2,293 $271,000 -399
   WEALTH EFFECTS LLC 173 - 2024-03-31 2,120 $250,000 -2,496
   FMR LLC 2815 - 2023-12-31 1,731 $190,000 -40

  16 Records found
  1    
  Page 1 of 1
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