ARLP Institutional Ownership
Alliance Resource Partners, L.P.
1W: +3.2%
1M: -0.7%
3M: +4.2%
YTD: +13.1%
1Y: +7.5%
3Y: +43.6%
5Y: +238.6%
$25.51
-0.19 (-0.74%)
Weekly Expected Move ±2.4%
$25
$25
$26
$26
$27
Credit Distance-to-default 12.47: safer than 88% of companies Altman Z'' 2.85 Bonds: $95.5M held by 71 funds, 267 bp over Treasuries → details ▾
Market-implied (Merton model), prices to 2026-10-19, balance sheet 2026-06-30:
equity value $3.31B · debt barrier (short-term + ½ long-term debt) $330.3M ·
equity volatility 21.3% · risk-free rate 4.28% · solved asset value $3.62B, asset volatility 19.4%.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — ARLP
201
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$470M
Total Invested
22
New Positions
52
Increased
69
Reduced
30
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (219 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,411,513 | $88M | -1,447,291 | -29.8% | 60Q | SEC ↗ |
| 2 | Progeny 3, Inc. | 3,248,264 | $83M | +18,500 | +0.6% | 19Q | SEC ↗ |
| 3 | Jackson Hole Capital Partners, LLC | 2,119,396 | $54M | +14,499 | +0.7% | 30Q | SEC ↗ |
| 4 | MAGNOLIA GROUP, LLC | 1,262,583 | $32M | -148,677 | -10.5% | 32Q | SEC ↗ |
| 5 | Atlanta Consulting Group Advisors, LLC | 1,178,592 | $30M | -1,500 | -0.1% | 8Q | SEC ↗ |
| 6 | Lido Advisors, LLC NEW | 1,096,756 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Energy Income Partners, LLC | 1,044,641 | $27M | +307,313 | +41.7% | 15Q | SEC ↗ |
| 8 | ING GROEP NV | 556,000 | $14M | +39,000 | +7.5% | 5Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 507,215 | $13M | +16,151 | +3.3% | 7Q | SEC ↗ |
| 10 | Invesco Ltd. | 427,019 | $11M | +3,798 | +0.9% | 32Q | SEC ↗ |
| 11 | VISTA INVESTMENT PARTNERS LLC | 363,672 | $9M | — | +0.0% | 11Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 328,974 | $8M | +107,973 | +48.9% | 15Q | SEC ↗ |
| 13 | Fairbanks Capital Management, Inc. | 280,297 | $7M | -2,644 | -0.9% | 33Q | SEC ↗ |
| 14 | Adams Asset Advisors, LLC | 259,013 | $7M | +3,616 | +1.4% | 15Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 254,369 | $7M | -960 | -0.4% | 6Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 215,467 | $6M | -54,188 | -20.1% | 15Q | SEC ↗ |
| 17 | Prescott Group Capital Management, L.L | 213,200 | $5M | — | +0.0% | 20Q | SEC ↗ |
| 18 | EXCHANGE TRADED CONCEPTS, LLC | 203,431 | $5M | -15,189 | -6.9% | 10Q | SEC ↗ |
| 19 | KEYBANK NATIONAL ASSOCIATION/OH | 200,000 | $5M | — | +0.0% | 23Q | SEC ↗ |
| 20 | MIZUHO MARKETS AMERICAS LLC | 189,500 | $5M | -57,500 | -23.3% | 2Q | SEC ↗ |
| 21 | Miller Value Partners, LLC | 186,981 | $5M | +1,725 | +0.9% | 23Q | SEC ↗ |
| 22 | Bienville Capital Management, LLC | 173,893 | $4M | -39,844 | -18.6% | 18Q | SEC ↗ |
| 23 | FIRST TRUST ADVISORS LP | 173,831 | $4M | -18,701 | -9.7% | 15Q | SEC ↗ |
| 24 | NATIXIS | 156,500 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 25 | CUSHING ASSET MANAGEMENT, LP dba NXG I | 150,000 | $4M | -41,000 | -21.5% | 16Q | SEC ↗ |
| 26 | Orvieto Partners, L.P. | 149,064 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 27 | HRT FINANCIAL LP | 134,854 | $3M | -21,204 | -13.6% | 5Q | SEC ↗ |
| 28 | LPL Financial LLC | 128,249 | $3M | +13,742 | +12.0% | 54Q | SEC ↗ |
| 29 | GEODE CAPITAL MANAGEMENT, LLC | 121,790 | $3M | +1,452 | +1.2% | 64Q | SEC ↗ |
| 30 | HORIZON KINETICS ASSET MANAGEMENT LLC | 120,451 | $3M | +15,742 | +15.0% | 7Q | SEC ↗ |
| 31 | GraniteShares Advisors LLC | 119,645 | $3M | +15,650 | +15.0% | 7Q | SEC ↗ |
| 32 | Tweedy, Browne Co LLC | 111,658 | $3M | +39,276 | +54.3% | 6Q | SEC ↗ |
| 33 | Crescent Grove Advisors, LLC | 111,178 | $3M | +39,496 | +55.1% | 12Q | SEC ↗ |
| 34 | CAPITAL ADVISORS INC/OK | 98,126 | $3M | -898 | -0.9% | 18Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 96,570 | $2M | +1,129 | +1.2% | 19Q | SEC ↗ |
| 36 | Creative Planning | 88,327 | $2M | -4,787 | -5.1% | 59Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 82,952 | $2M | +12,534 | +17.8% | 35Q | SEC ↗ |
| 38 | Arax Advisory Partners | 82,273 | $2M | +68,910 | +515.7% | 4Q | SEC ↗ |
| 39 | Pekin Hardy Strauss, Inc. | 76,849 | $2M | +10,309 | +15.5% | 19Q | SEC ↗ |
| 40 | NFC Investments, LLC | 75,700 | $2M | +10,000 | +15.2% | 11Q | SEC ↗ |
| 41 | U.S. Capital Wealth Advisors, LLC | 64,658 | $2M | +45 | +0.1% | 19Q | SEC ↗ |
| 42 | SteelPeak Wealth, LLC | 57,740 | $1M | +7,200 | +14.2% | 2Q | SEC ↗ |
| 43 | Tidal Investments LLC | 56,864 | $1M | +18,271 | +47.3% | 13Q | SEC ↗ |
| 44 | Hidden Cove Wealth Management, LLC | 56,000 | $1M | -14,000 | -20.0% | 7Q | SEC ↗ |
| 45 | Cetera Investment Advisers | 54,522 | $1M | -11,202 | -17.0% | 14Q | SEC ↗ |
| 46 | BOKF, NA | 54,446 | $1M | — | +0.0% | 20Q | SEC ↗ |
| 47 | TCFG Investment Advisors, LLC NEW | 51,290 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 46,821 | $1M | +350 | +0.8% | 13Q | SEC ↗ |
| 49 | BlackRock, Inc. | 45,962 | $1M | +45,296 | +6801.2% | 8Q | SEC ↗ |
| 50 | Kestra Advisory Services, LLC | 43,652 | $1M | +3,959 | +10.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Lido Advisors, LLC | 1,096,756 | $28M |
| TCFG Investment Advisors, LLC | 51,290 | $1M |
| KIM, LLC | 34,535 | $888K |
| GLENMEDE TRUST CO NA | 20,200 | $519K |
| GSA CAPITAL PARTNERS LLP | 18,043 | $464K |
| CWA Asset Management Group, LLC | 12,361 | $318K |
| Integrity Advisory Solutions, LLC | 8,527 | $219K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3,031 | $78K |
| Continuum Advisory, LLC | 2,402 | $62K |
| Allworth Financial LP | 2,000 | $51K |
| IFG Advisory, LLC | 1,901 | $49K |
| Integrated Wealth Concepts LLC | 1,156 | $30K |
| Allied Private Wealth LLC | 1,000 | $26K |
| Founders Capital Management | 700 | $18K |
| Osbon Capital Management LLC | 523 | $13K |
| Avion Wealth | 500 | $13K |
| Axiom Investment Management LLC | 500 | $13K |
| Tower Research Capital LLC (TRC) | 403 | $10K |
| Planning Strategies Inc. | 215 | $6K |
| FINANCIAL CONSULATE, INC | 100 | $3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NOMURA HOLDINGS INC | 146,974 | $4M |
| CITADEL ADVISORS LLC | 106,280 | $3M |
| JANE STREET GROUP, LLC | 81,307 | $2M |
| Disciplined Investments, LLC | 67,716 | $2M |
| Dayah Capital LLC | 66,000 | $2M |
| Vident Advisory, LLC | 31,738 | $816K |
| Hartree Partners, LP | 28,887 | $742K |
| Jump Financial, LLC | 27,381 | $704K |
| IMC-Chicago, LLC | 23,820 | $612K |
| Marex Group plc | 22,300 | $573K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18,624 | $479K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,874 | $408K |
| OPPENHEIMER & CO INC | 15,340 | $394K |
| Potomac Capital Management, Inc. | 15,000 | $386K |
| ORBA Wealth Advisors, L.L.C. | 12,696 | $326K |
| DAVENPORT & Co LLC | 10,700 | $275K |
| Gateway Wealth Partners, LLC | 10,000 | $257K |
| XTX Topco Ltd | 9,533 | $245K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 9,521 | $245K |
| State of Tennessee, Department of T | 8,759 | $225K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Energy Income Partners, LLC | +307,313 | +41.7% | 1,044,641 |
| GOLDMAN SACHS GROUP INC | +107,973 | +48.9% | 328,974 |
| Arax Advisory Partners | +68,910 | +515.7% | 82,273 |
| BlackRock, Inc. | +45,296 | +6801.2% | 45,962 |
| Crescent Grove Advisors, LLC | +39,496 | +55.1% | 111,178 |
| Tweedy, Browne Co LLC | +39,276 | +54.3% | 111,658 |
| ING GROEP NV | +39,000 | +7.5% | 556,000 |
| BNP PARIBAS FINANCIAL MARKETS | +26,184 | +2323.3% | 27,311 |
| Progeny 3, Inc. | +18,500 | +0.6% | 3,248,264 |
| Tidal Investments LLC | +18,271 | +47.3% | 56,864 |
| RAYMOND JAMES FINANCIAL INC | +16,151 | +3.3% | 507,215 |
| HORIZON KINETICS ASSET MANAGEMENT L | +15,742 | +15.0% | 120,451 |
| GraniteShares Advisors LLC | +15,650 | +15.0% | 119,645 |
| Jackson Hole Capital Partners, LLC | +14,499 | +0.7% | 2,119,396 |
| LPL Financial LLC | +13,742 | +12.0% | 128,249 |
| COMMONWEALTH EQUITY SERVICES, LLC | +12,534 | +17.8% | 82,952 |
| Pekin Hardy Strauss, Inc. | +10,309 | +15.5% | 76,849 |
| NFC Investments, LLC | +10,000 | +15.2% | 75,700 |
| Abel Hall, LLC | +10,000 | +100.0% | 20,000 |
| CAPTRUST FINANCIAL ADVISORS | +8,343 | +66.3% | 20,923 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -1,447,291 | -29.8% | 3,411,513 |
| MAGNOLIA GROUP, LLC | -148,677 | -10.5% | 1,262,583 |
| MIZUHO MARKETS AMERICAS LLC | -57,500 | -23.3% | 189,500 |
| BANK OF AMERICA CORP /DE | -54,188 | -20.1% | 215,467 |
| CUSHING ASSET MANAGEMENT, LP dba NX | -41,000 | -21.5% | 150,000 |
| Bienville Capital Management, LLC | -39,844 | -18.6% | 173,893 |
| UBS Group AG | -37,133 | -65.3% | 19,737 |
| Autumn Glory Partners, LLC | -26,000 | -50.0% | 26,000 |
| HRT FINANCIAL LP | -21,204 | -13.6% | 134,854 |
| FIRST TRUST ADVISORS LP | -18,701 | -9.7% | 173,831 |
| CITIGROUP INC | -17,646 | -69.5% | 7,737 |
| BARCLAYS PLC | -15,641 | -31.6% | 33,827 |
| JPMORGAN CHASE & CO | -15,432 | -29.8% | 36,399 |
| EXCHANGE TRADED CONCEPTS, LLC | -15,189 | -6.9% | 203,431 |
| Hidden Cove Wealth Management, LLC | -14,000 | -20.0% | 56,000 |
| Cetera Investment Advisers | -11,202 | -17.0% | 54,522 |
| Concurrent Investment Advisors, LLC | -10,003 | -18.8% | 43,090 |
| MGO ONE SEVEN LLC | -9,163 | -42.7% | 12,310 |
| Creative Planning | -4,787 | -5.1% | 88,327 |
| OSAIC HOLDINGS, INC. | -4,074 | -25.3% | 12,001 |