AMLP Institutional Ownership
Alerian MLP ETF
1W: -0.8%
1M: -5.7%
3M: +1.3%
YTD: +13.2%
1Y: +14.6%
3Y: +49.4%
5Y: +125.4%
$52.64
+0.38 (+0.73%)
Weekly Expected Move ±1.5%
$51
$52
$53
$53
$54
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AMLP
863
Institutional Holders
-12 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
65
New Positions
372
Increased
283
Reduced
56
Closed
0.83
Put/Call Ratio
Ownership Trends
Top Institutional Holders (926 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 16,070,257 | $846M | +234,296 | +1.5% | 25Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 8,866,456 | $467M | +375,802 | +4.4% | 15Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 7,429,142 | $391M | -88,110 | -1.2% | 25Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 7,409,556 | $390M | +846,439 | +12.9% | 15Q | SEC ↗ |
| 5 | Allen Investment Management, LLC | 4,440,395 | $234M | +434,860 | +10.9% | 25Q | SEC ↗ |
| 6 | LPL Financial LLC | 3,880,321 | $204M | +250,237 | +6.9% | 25Q | SEC ↗ |
| 7 | UBS Group AG | 3,024,792 | $159M | -170,495 | -5.3% | 25Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 2,810,836 | $148M | +172,850 | +6.6% | 7Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 2,473,354 | $130M | +59,059 | +2.4% | 25Q | SEC ↗ |
| 10 | Creative Planning | 2,225,589 | $117M | -21,482 | -1.0% | 25Q | SEC ↗ |
| 11 | US BANCORP \DE | 1,704,381 | $90M | +69,848 | +4.3% | 25Q | SEC ↗ |
| 12 | Naviter Wealth, LLC | 1,639,760 | $86M | +293,996 | +21.8% | 19Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 1,285,186 | $68M | +9,933 | +0.8% | 16Q | SEC ↗ |
| 14 | STEPHENS INC /AR | 1,010,491 | $53M | +96 | +0.0% | 16Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 993,674 | $52M | -30,709 | -3.0% | 25Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 965,702 | $51M | +57,663 | +6.4% | 25Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 953,551 | $50M | +90,261 | +10.5% | 25Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 820,859 | $43M | +23,044 | +2.9% | 25Q | SEC ↗ |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 806,927 | $42M | -75,724 | -8.6% | 25Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 778,825 | $41M | +31,641 | +4.2% | 25Q | SEC ↗ |
| 21 | HighTower Advisors, LLC | 750,619 | $40M | -33,565 | -4.3% | 25Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 627,920 | $33M | +70,402 | +12.6% | 23Q | SEC ↗ |
| 23 | Proficio Capital Partners LLC | 621,953 | $33M | +11,616 | +1.9% | 17Q | SEC ↗ |
| 24 | TIAA Wealth Investment Management LLC | 597,479 | $31M | -5,353 | -0.9% | 2Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 577,011 | $30M | +16,355 | +2.9% | 25Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 561,275 | $30M | +11,367 | +2.1% | 25Q | SEC ↗ |
| 27 | TRUE Private Wealth Advisors | 555,543 | $29M | +172,533 | +45.0% | 25Q | SEC ↗ |
| 28 | CAPTRUST FINANCIAL ADVISORS | 537,851 | $28M | -352 | -0.1% | 25Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 535,072 | $28M | +9,438 | +1.8% | 23Q | SEC ↗ |
| 30 | BLAIR WILLIAM & CO/IL | 532,049 | $28M | -2,834 | -0.5% | 25Q | SEC ↗ |
| 31 | EP Wealth Advisors, LLC | 517,943 | $27M | +3,258 | +0.6% | 3Q | SEC ↗ |
| 32 | Oxbow Advisors, LLC | 509,673 | $27M | +56,317 | +12.4% | 11Q | SEC ↗ |
| 33 | SCHOOL EMPLOYEES RETIREMENT BOARD OF O | 506,822 | $27M | — | +0.0% | 8Q | SEC ↗ |
| 34 | FWL INVESTMENT MANAGEMENT, LLC | 503,526 | $27M | +29,271 | +6.2% | 23Q | SEC ↗ |
| 35 | SPIREPOINT PRIVATE CLIENT, LLC | 448,645 | $24M | +23,785 | +5.6% | 10Q | SEC ↗ |
| 36 | Aprio Wealth Management, LLC | 427,719 | $23M | +17,251 | +4.2% | 10Q | SEC ↗ |
| 37 | CHOREO, LLC | 395,348 | $21M | +1,813 | +0.5% | 25Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 382,113 | $20M | +7,604 | +2.0% | 12Q | SEC ↗ |
| 39 | Trivium Point Advisory, LLC | 378,254 | $20M | +327,813 | +649.9% | 11Q | SEC ↗ |
| 40 | D.A. DAVIDSON & CO. | 356,287 | $19M | -10,525 | -2.9% | 25Q | SEC ↗ |
| 41 | Hilton Capital Management, LLC | 338,754 | $18M | +96,100 | +39.6% | 6Q | SEC ↗ |
| 42 | Violich Capital Management, Inc. | 333,845 | $18M | -3,750 | -1.1% | 17Q | SEC ↗ |
| 43 | RS CRUM INC. | 331,386 | $17M | -1,626 | -0.5% | 5Q | SEC ↗ |
| 44 | FIRST AMERICAN TRUST, FSB | 319,657 | $17M | -41,931 | -11.6% | 17Q | SEC ↗ |
| 45 | SOA Wealth Advisors, LLC. | 319,249 | $17M | +57,451 | +21.9% | 6Q | SEC ↗ |
| 46 | Thrivent Financial for Lutherans | 311,938 | $16M | +286,371 | +1120.1% | 24Q | SEC ↗ |
| 47 | SEARCY FINANCIAL SERVICES INC /ADV | 308,099 | $16M | -1,614 | -0.5% | 18Q | SEC ↗ |
| 48 | CARY STREET PARTNERS FINANCIAL LLC | 299,656 | $16M | +5,337 | +1.8% | 7Q | SEC ↗ |
| 49 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 299,107 | $16M | +4,088 | +1.4% | 2Q | SEC ↗ |
| 50 | Checchi Capital Advisers, LLC | 298,363 | $16M | +758 | +0.3% | 21Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Tradewinds, LLC. | 238,571 | $13M |
| Csenge Advisory Group | 189,897 | $10M |
| Global Retirement Partners, LLC | 100,221 | $5M |
| Coral Wealth Management, LLC | 94,792 | $5M |
| Camarda Financial Advisors, LLC | 58,695 | $3M |
| Aster Capital Management (DIFC) Ltd | 47,239 | $2M |
| Capstone Wealth Management Group, I | 42,118 | $2M |
| Virtu Financial LLC | 34,200 | $2M |
| Value Investment Professionals, LLC | 28,631 | $2M |
| Lynx Investment Advisory | 28,557 | $2M |
| Legacy Advisors, LLC | 23,300 | $1M |
| PUFF WEALTH MANAGEMENT, LLC | 22,004 | $1M |
| Fortress Financial Solutions, LLC | 18,606 | $979K |
| Schuylkill Financial LLC | 17,878 | $941K |
| Collaborative Capital Advisors LLC | 15,406 | $811K |
| PINNACLE ASSOCIATES LTD | 13,665 | $719K |
| Lionhunter Capital Management, LLC | 10,800 | $569K |
| Nuveen, LLC | 7,522 | $396K |
| 49 WEALTH MANAGEMENT, LLC | 7,310 | $385K |
| ALONGSIDE, LLC | 7,310 | $385K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 371,900 | $20M |
| IronBridge Private Wealth, LLC | 216,983 | $11M |
| D. E. Shaw & Co., Inc. | 147,104 | $8M |
| Quadrature Capital Ltd | 146,924 | $8M |
| Lake Hills Wealth Management, LLC | 127,734 | $7M |
| Southern Farm Bureau Life Insurance | 97,825 | $5M |
| SANDERS MORRIS HARRIS LLC | 97,756 | $5M |
| Aventail Capital Group, LP | 94,366 | $5M |
| J. Goldman & Co LP | 62,496 | $3M |
| NEUBERGER BERMAN GROUP LLC | 52,928 | $3M |
| TUDOR INVESTMENT CORP ET AL | 50,000 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 47,415 | $2M |
| Regency Capital Management Inc.\DE | 46,843 | $2M |
| Foundations Investment Advisors, LL | 46,728 | $2M |
| MILLER HOWARD INVESTMENTS INC /NY | 44,910 | $2M |
| Colter Lewis Investment Partners LL | 33,835 | $2M |
| PURSUE WEALTH PARTNERS LLC | 30,410 | $2M |
| B. Riley Wealth Advisors, Inc. | 26,271 | $1M |
| SIG BROKERAGE, LP | 25,000 | $1M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 24,915 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +846,439 | +12.9% | 7,409,556 |
| Allen Investment Management, LLC | +434,860 | +10.9% | 4,440,395 |
| BANK OF AMERICA CORP /DE | +375,802 | +4.4% | 8,866,456 |
| Trivium Point Advisory, LLC | +327,813 | +649.9% | 378,254 |
| Naviter Wealth, LLC | +293,996 | +21.8% | 1,639,760 |
| Thrivent Financial for Lutherans | +286,371 | +1120.1% | 311,938 |
| LPL Financial LLC | +250,237 | +6.9% | 3,880,321 |
| MORGAN STANLEY | +234,296 | +1.5% | 16,070,257 |
| Arax Advisory Partners | +178,202 | +2530.9% | 185,243 |
| RAYMOND JAMES FINANCIAL INC | +172,850 | +6.6% | 2,810,836 |
| TRUE Private Wealth Advisors | +172,533 | +45.0% | 555,543 |
| Hilton Capital Management, LLC | +96,100 | +39.6% | 338,754 |
| OSAIC HOLDINGS, INC. | +90,261 | +10.5% | 953,551 |
| Beacon Pointe Advisors, LLC | +82,218 | +137.8% | 141,864 |
| NewEdge Advisors, LLC | +70,402 | +12.6% | 627,920 |
| US BANCORP \DE | +69,848 | +4.3% | 1,704,381 |
| Lido Advisors, LLC | +60,932 | +44.4% | 198,019 |
| ROYAL BANK OF CANADA | +59,059 | +2.4% | 2,473,354 |
| Clarity Financial LLC | +58,573 | +108.7% | 112,470 |
| ENVESTNET ASSET MANAGEMENT INC | +57,663 | +6.4% | 965,702 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -170,495 | -5.3% | 3,024,792 |
| Independent Advisor Alliance | -126,896 | -92.6% | 10,141 |
| WELLS FARGO & COMPANY/MN | -88,110 | -1.2% | 7,429,142 |
| JPMORGAN CHASE & CO | -76,060 | -27.6% | 199,600 |
| Sumitomo Mitsui Trust Group, Inc. | -75,724 | -8.6% | 806,927 |
| SURIENCE PRIVATE WEALTH LLC | -75,494 | -94.6% | 4,315 |
| NorthCoast Asset Management LLC | -74,263 | -46.4% | 85,674 |
| OAK FAMILY ADVISORS, LLC | -68,232 | -71.9% | 26,673 |
| Private Advisor Group, LLC | -60,235 | -27.9% | 156,022 |
| ALLEN WEALTH MANAGEMENT, LLC | -59,641 | -63.2% | 34,673 |
| Madison Park Capital Advisors, LLC | -52,356 | -67.7% | 25,034 |
| Corient Private Wealth LP | -47,588 | -34.0% | 92,350 |
| FIRST AMERICAN TRUST, FSB | -41,931 | -11.6% | 319,657 |
| HighTower Advisors, LLC | -33,565 | -4.3% | 750,619 |
| STIFEL FINANCIAL CORP | -30,709 | -3.0% | 993,674 |
| Focus Partners Wealth | -28,947 | -9.1% | 290,720 |
| Sanctuary Advisors, LLC | -28,806 | -19.5% | 118,887 |
| Activest Wealth Management | -21,994 | -51.9% | 20,384 |
| Creative Planning | -21,482 | -1.0% | 2,225,589 |
| TKG Advisors, LLC | -20,933 | -23.1% | 69,556 |