Who owns Jp Morgan Alerian Mlp Index?

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Analyze quarterly positions in Jp Morgan Alerian Mlp Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Jp Morgan Alerian Mlp Index stock

Who bought or sold Jp Morgan Alerian Mlp Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Jpmorgan Chase & Co 80M $2.0B 2% Dec 2023
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Atlantic Trust 7.3M $179M 0% Sep 2023
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Morgan Stanley 974k $24M -10% Sep 2023
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LPL Financial 830k $21M 1% Sep 2023
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Keybank National Association 706k $17M 8% Sep 2023
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Mariner Wealth Advisors 586k $15M -1% Dec 2023
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Nicolet Advisory Services 547k $13M 5% Sep 2023
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Goldman Sachs Group 491k $12M 13% Sep 2023
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Evergreen Capital Management 478k $12M -1% Sep 2023
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Equitable Holdings 444k $11M 11% Sep 2023
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Parkside Financial Bank & Trust 432k $11M 2% Dec 2023
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Osborne Partners Capital Management 427k $11M -2% Dec 2023
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Fortem Financial Group 369k $9.4M -2% Dec 2023
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Nicolet Bankshares 334k $8.2M -3% Sep 2023
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Baird Financial 315k $8.0M 1% Dec 2023
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Noesis Capital Management Corp. 259k $6.6M -3% Dec 2023
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MAI Wealth Advisors 211k $5.3M -3% Dec 2023
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Commerce Bank N A 210k $5.3M -3% Dec 2023
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First Republic Investment Management 183k $4.5M -12% Sep 2023
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Creative Planning 149k $3.8M -35% Dec 2023
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Rockland Trust 148k $3.8M -14% Dec 2023
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FF Advisors 137k $3.5M 100% Dec 2023
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Renaissance Technologies 128k $3.2M -17% Sep 2023
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Atria Wealth Solutions 127k $3.2M 10% Dec 2023
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Pathstone Holdings 117k $3.0M 100% Dec 2023
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Lake Street Financial 110k $2.8M -1% Dec 2023
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Everett Harris & Co 101k $2.6M 1% Dec 2023
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Susquehanna International 99k $2.4M -59% Sep 2023
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AlphaQ Advisors 97k $2.5M 10% Dec 2023
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Envestnet Asset Management 96k $2.4M 28% Sep 2023
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Ameriprise Financial 96k $2.4M 8% Sep 2023
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Kestra Advisory Services 95k $2.4M -5% Dec 2023
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Capital Advisory Group Advisory Services 94k $2.4M -1% Dec 2023
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General Re - New England Asset Management 93k $2.4M 0% Dec 2023
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United Capital Financial Advisers 92k $2.3M -2% Dec 2023
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Townsquare Capital 87k $2.2M 8% Dec 2023
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Peak Asset Management 84k $2.1M -39% Dec 2023
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HighTower Advisors 82k $2.1M -2% Dec 2023
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Citadel Advisors 80k $2.0M 623% Dec 2023
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Congress Wealth Management LLC / DE / 80k $2.0M 0% Dec 2023
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My Personal CFO 79k $2.0M -3% Dec 2023
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Castle Rock Wealth Management 78k $2.0M 0% Dec 2023
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Kepos Capital 76k $1.9M -18% Dec 2023
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Arrow Investment Advisors 73k $1.9M 0% Dec 2023
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Laird Norton Tyee Trust 73k $1.8M 0% Sep 2023
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Bank of America Corporation 62k $16k -94% Dec 2023
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Hancock Bank Trust Department 61k $1.6M -1% Dec 2023
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Smallwood Wealth Investment Management 61k $1.5M 3% Dec 2023
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Apollon Wealth Management 59k $1.5M -3% Dec 2023
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Advisory Services Network 58k $1.5M 6% Dec 2023
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Wells Fargo & Company 57k $1.4M 17% Dec 2023
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Pathstone Family Office 56k $1.4M 100% Sep 2023
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Greytown Advisors 53k $1.3M 0% Sep 2023
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Regal Investment Advisors 53k $1.3M 0% Sep 2023
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CI Private Wealth 52k $1.3M 7% Dec 2023
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Stone Point Wealth 52k $1.3M -7% Dec 2023
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Advisor Group Holdings 52k $1.3M -24% Dec 2023
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Truepoint 43k $1.1M 2% Dec 2023
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Keudell/Morrison Wealth Management 40k $1.0M 3% Dec 2023
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Rockefeller Capital Management 40k $1.0M 0% Dec 2023
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Norden Group 39k $6.7M 226% Dec 2023
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William Blair $ Company 38k $950k 0% Dec 2023
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Salem Investment Counselors 35k $880k 0% Dec 2023
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Mercer Global Advisors 34k $851k 8% Dec 2023
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Hrt Financial 33k $841k 100% Dec 2023
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Goss Wealth Management 33k $806k 10% Sep 2023
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Turtle Creek Wealth Advisors 31k $789k 100% Dec 2023
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Stephens 30k $730k 1% Sep 2023
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Arete Wealth Advisors 29k $741k 10% Dec 2023
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Signature Securities Group Corporation 29k $736k -2% Dec 2023
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Raymond James Financial Services Advisors 29k $733k 20% Dec 2023
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Miller/Howard Investments 27k $691k 100% Dec 2023
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Tranquility Partners 27k $677k -5% Dec 2023
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Capital Investment Advisors 26k $666k 0% Dec 2023
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Wealth Enhancement Advisory Services 26k $664k 4% Dec 2023
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Janney Montgomery Scott 25k $644k -1% Dec 2023
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Financial Gravity Wealth 25k $186k 0% Dec 2023
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Cetera Investment Advisers 24k $599k -1% Sep 2023
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Edge Capital Group 24k $583k -9% Sep 2023
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RMB Capital Management 23k $593k 0% Dec 2023
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Evoke Wealth 22k $550k 0% Dec 2023
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Fiduciary 21k $543k 0% Dec 2023
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RFG Advisory 21k $534k 1% Dec 2023
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Jane Street 21k $534k 100% Dec 2023
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Wayne Hummer Investments 20k $512k -23% Dec 2023
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Stratos Wealth Advisors 19k $488k -35% Dec 2023
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Branch Banking & Trust Company 19k $486k -18% Dec 2023
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Annandale Capital 19k $477k 0% Dec 2023
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Commonwealth Equity Services 18k $463k -1% Dec 2023
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Raymond James & Associates 18k $453k 0% Dec 2023
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Taylor Investment Counselors 17k $423k 100% Dec 2023
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Fifth Third Bancorp 17k $421k 0% Dec 2023
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Cary Street Partner Investment Advisory 16k $404k 0% Dec 2023
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We Are One Seven 15k $387k -7% Dec 2023
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Royal Bank of Canada 15k $382k 1% Dec 2023
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Captrust Financial Advisors 14k $362k -2% Dec 2023
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Steward Partners Investment Advisory 13k $325k 7% Dec 2023
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SageView Advisory Group 13k $13k 100% Dec 2023
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Independent Advisor Alliance 13k $323k 20% Dec 2023
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Diversified Trust Company 13k $319k -2% Dec 2023
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Coastwise Capital Group 12k $311k -12% Dec 2023
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IFP Advisors 12k $311k -1% Dec 2023
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Lloyd Advisory Services 12k $1.8M 100% Sep 2023
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Centaurus Financial 12k $295k -5% Sep 2023
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Graybill Bartz & Assoc 12k $293k 0% Dec 2023
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AlTi Global 11k $285k 100% Dec 2023
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Orion Portfolio Solutions 11k $278k 2% Dec 2023
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Covenant Asset Management 11k $274k -5% Dec 2023
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Howard Wealth Management 11k $267k -3% Dec 2023
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Farmers & Merchants Trust Co of Long Beach 10k $264k 0% Dec 2023
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Financial Network Investment Corporation 10k $252k 1% Sep 2023
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Lido Advisors 10k $258k 0% Dec 2023
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Cambridge Investment Research Advisors 10k $256k -1% Dec 2023
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H D Vest Advisory Services 9.8k $249k 0% Dec 2023
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Haverford Trust Company 9.1k $231k 0% Dec 2023
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Wealthcare Advisory Partners 8.6k $218k -8% Dec 2023
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Foundations Investment Advisors 8.4k $222k -4% Dec 2023
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Sequoia Financial Advisors 8.4k $212k 1% Dec 2023
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Private Capital Management 8.3k $210k -7% Dec 2023
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Waters, Parkerson & Co 8.3k $209k 0% Dec 2023
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Jaffetilchin Investment Partners 8.2k $201k 100% Sep 2023
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Mutual Advisors 8.1k $206k 100% Dec 2023
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Hara Capital 8.0k $203k 100% Dec 2023
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Capital Asset Advisory Services 7.9k $201k 100% Dec 2023
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Axxcess Wealth Management 7.9k $201k -4% Dec 2023
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Kayne Anderson Rudnick Investment Management 6.7k $165k 0% Sep 2023
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Brian McDonald 6.5k $162k 100% Sep 2023
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Arlington Trust 5.6k $142k 100% Dec 2023
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Coppell Advisory Solutions 4.6k $117k -27% Dec 2023
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Cutler 4.0k $95k -85% Dec 2023
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Global Retirement Partners 3.5k $89k 1% Dec 2023
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Sound Income Strategies 3.5k $88k 100% Dec 2023
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Tyler-Stone Wealth Management 3.4k $86k 0% Dec 2023
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Hartland & Co 3.1k $78k 1% Dec 2023
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M&r Capital Management 3.0k $76k 100% Dec 2023
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Carmichael Hill & Associates 2.9k $74k -11% Dec 2023
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A. Montag and Associates 2.9k $73k 54% Dec 2023
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MeadowBrook Investment Advisors 2.6k $67k 100% Dec 2023
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Private Trust Co Na 2.2k $55k 0% Dec 2023
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CWM 2.1k $52k 367% Dec 2023
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Pacific Center for Financial Services 2.0k $50k 0% Dec 2023
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Lee Financial 1.9k $47k 0% Dec 2023
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Oxford Financial 1.6k $41k 0% Sep 2023
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FTB Advisors 1.6k $42k 0% Dec 2023
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Dividend Growth Advisors 1.4k $36k -42% Dec 2023
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Pnc Financial Services 1.4k $35k -76% Dec 2023
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Aptus Capital Advisors 1.3k $32k -7% Sep 2023
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Washington Trust Company 1.1k $29k 0% Dec 2023
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Northwestern Mutual Wealth Management Company 1.1k $27k -20% Sep 2023
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Householder Group Estate & Retirement Specialist 1.1k $27k 2% Dec 2023
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Whittier Trust 641.00 $16k -54% Dec 2023
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Who sold out of Jp Morgan Alerian Mlp Index?

Fund or Company Name Date Sold Shares Held Valued At
Brighton Jones Sep 2023 1.7M $41M
Virtu Financial Jun 2023 111k $2.5M
Veritable Jun 2023 54k $1.2M
Credit Suisse Sep 2023 42k $1.0M
AXS Investments Sep 2023 35k $865k
Permanens Capital Sep 2023 19k $457k
Stratos Wealth Partners Sep 2023 17k $408k
Independence Bank of Kentucky Sep 2023 14k $346k
Portside Wealth Group Sep 2023 12k $300k
Sigma Planning Sep 2023 11k $261k
Almanack Investment Partners Sep 2023 10k $250k
Leavell Investment Management Sep 2023 9.1k $225k