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 84M $2.4B 6% Mar 2024
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Atlantic Trust 6.0M $172M -17% Mar 2024
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LPL Financial 886k $25M 7% Mar 2024
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Keybank National Association 859k $25M 22% Mar 2024
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Morgan Stanley 836k $24M -14% Mar 2024
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Mariner Wealth Advisors 604k $17M 3% Mar 2024
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Nicolet Advisory Services 476k $14M -13% Mar 2024
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Parkside Financial Bank & Trust 438k $13M 1% Mar 2024
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Goldman Sachs Group 404k $12M -18% Mar 2024
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Baird Financial 315k $8.0M 1% Dec 2023
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Nicolet Bankshares 295k $8.4M -12% Mar 2024
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Coulter & Justus Financial Services 249k $7.1M 100% Mar 2024
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Noesis Capital Management Corp. 249k $7.1M -4% Mar 2024
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Ameriprise Financial 203k $5.8M 112% Mar 2024
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Commerce Bank N A 198k $5.7M -5% Mar 2024
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Creative Planning 161k $4.6M 7% Mar 2024
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FF Advisors 148k $4.2M 9% Mar 2024
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Virtu Financial 142k $3.6M 100% Dec 2023
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Atria Wealth Solutions 140k $4.0M 10% Mar 2024
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Pathstone Holdings 116k $3.3M -1% Mar 2024
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Turtle Creek Wealth Advisors 109k $3.1M 251% Mar 2024
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Lake Street Financial 109k $3.1M -1% Mar 2024
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Everett Harris & Co 103k $2.9M 3% Mar 2024
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AlphaQ Advisors 102k $2.9M 5% Mar 2024
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Townsquare Capital 101k $2.9M 17% Mar 2024
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Rockland Trust 98k $2.8M -34% Mar 2024
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Kestra Advisory Services 95k $2.4M -5% Dec 2023
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General Re - New England Asset Management 93k $2.6M 0% Mar 2024
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United Capital Financial Advisers 92k $2.6M 0% Mar 2024
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Bank of America Corporation 90k $26k 45% Mar 2024
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Citadel Advisors 83k $2.4M 4% Mar 2024
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Osborne Partners Capital Management 82k $2.3M -81% Mar 2024
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Castle Rock Wealth Management 76k $2.1M -3% Mar 2024
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HighTower Advisors 74k $2.1M -10% Mar 2024
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Susquehanna International 73k $2.1M -26% Mar 2024
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My Personal CFO 73k $2.1M -8% Mar 2024
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Kepos Capital 66k $1.9M -13% Mar 2024
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Congress Wealth Management LLC / DE / 65k $1.9M -19% Mar 2024
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Envestnet Asset Management 62k $1.8M -35% Mar 2024
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Arrow Investment Advisors 62k $1.8M -15% Mar 2024
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Hancock Bank Trust Department 62k $1.8M 1% Mar 2024
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Advisory Services Network 61k $1.7M 4% Mar 2024
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Peak Asset Management 60k $1.7M -28% Mar 2024
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Apollon Wealth Management 55k $1.6M -6% Mar 2024
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Salem Investment Counselors 54k $1.5M 56% Mar 2024
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CI Private Wealth 51k $1.5M -2% Mar 2024
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Advisor Group Holdings 48k $1.4M -7% Mar 2024
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Rockefeller Capital Management 40k $1.0M 0% Dec 2023
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Keudell/Morrison Wealth Management 39k $1.1M -1% Mar 2024
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William Blair $ Company 38k $1.1M 2% Mar 2024
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Capital Advisory Group Advisory Services 34k $962k -64% Mar 2024
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Mercer Global Advisors 31k $892k -7% Mar 2024
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Raymond James Financial Services Advisors 30k $852k 4% Mar 2024
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Regal Investment Advisors 28k $807k -46% Mar 2024
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Signature Securities Group Corporation 28k $806k -2% Mar 2024
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Brighton Jones 27k $779k 100% Mar 2024
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Tranquility Partners 27k $760k 0% Mar 2024
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Arete Wealth Advisors 27k $755k -9% Mar 2024
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Capital Investment Advisors 26k $746k 0% Mar 2024
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Financial Gravity Wealth 25k $186k 0% Dec 2023
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Wells Fargo & Company 24k $693k -57% Mar 2024
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RMB Capital Management 23k $593k 0% Dec 2023
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Fiduciary 21k $610k 0% Mar 2024
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RFG Advisory 21k $602k 0% Mar 2024
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Wealth Enhancement Advisory Services 21k $599k -20% Mar 2024
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Stratos Wealth Advisors 21k $599k 9% Mar 2024
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Goss Wealth Management 20k $559k -40% Mar 2024
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Wayne Hummer Investments 19k $541k -6% Mar 2024
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Annandale Capital 19k $477k 0% Dec 2023
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Commonwealth Equity Services 18k $522k 0% Mar 2024
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MAI Wealth Advisors 18k $509k -92% Mar 2024
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Raymond James & Associates 18k $498k -2% Mar 2024
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Steward Partners Investment Advisory 17k $487k 33% Mar 2024
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Taylor Investment Counselors 17k $423k 100% Dec 2023
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Stephens 16k $453k -46% Mar 2024
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Fifth Third Bancorp 15k $436k -8% Mar 2024
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We Are One Seven 15k $387k -7% Dec 2023
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Janney Montgomery Scott 15k $430k -41% Mar 2024
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Royal Bank of Canada 15k $414k -3% Mar 2024
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Captrust Financial Advisors 13k $381k -6% Mar 2024
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Branch Banking & Trust Company 13k $379k -30% Mar 2024
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Diversified Trust Company 13k $361k 1% Mar 2024
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Independent Advisor Alliance 13k $359k -1% Mar 2024
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IFP Advisors 12k $311k -1% Dec 2023
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Centaurus Financial 12k $344k 7% Mar 2024
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Cambridge Investment Research Advisors 11k $317k 10% Mar 2024
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Orion Portfolio Solutions 11k $310k 0% Mar 2024
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Covenant Asset Management 11k $307k 0% Mar 2024
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Howard Wealth Management 11k $306k 2% Mar 2024
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Sigma Planning 11k $301k 100% Mar 2024
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Farmers & Merchants Trust Co of Long Beach 10k $296k 0% Mar 2024
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Lido Advisors 10k $290k 0% Mar 2024
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Inscription Capital 10k $284k 100% Mar 2024
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H D Vest Advisory Services 9.8k $279k 0% Mar 2024
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Haverford Trust Company 9.1k $259k 0% Mar 2024
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Mutual Advisors 9.0k $258k 11% Mar 2024
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AXS Investments 9.0k $256k 100% Mar 2024
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Bnp Paribas Arbitrage, Snc 8.3k $237k 7903% Mar 2024
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Sequoia Financial Advisors 8.3k $237k -1% Mar 2024
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Leucadia National Corporation 8.3k $236k 100% Mar 2024
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Waters, Parkerson & Co 8.3k $209k 0% Dec 2023
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Private Capital Management 8.2k $234k -1% Mar 2024
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Jaffetilchin Investment Partners 8.2k $232k 0% Mar 2024
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Capital Asset Advisory Services 7.9k $227k 0% Mar 2024
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Axxcess Wealth Management 7.9k $201k -4% Dec 2023
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Integrated Advisors Network 7.8k $222k 100% Mar 2024
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Wiley Bros.-aintree Capital 7.0k $201k 100% Mar 2024
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CWM 6.5k $186k 218% Mar 2024
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Brian McDonald 6.4k $183k -2% Mar 2024
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UBS Group 5.6k $160k 8683% Mar 2024
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Arlington Trust 5.6k $160k 0% Mar 2024
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Coppell Advisory Solutions 4.6k $117k -27% Dec 2023
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Woodmont Investment Counsel 3.6k $104k 100% Mar 2024
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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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Pnc Financial Services 2.5k $70k 77% Mar 2024
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Sound Income Strategies 2.2k $64k -35% Mar 2024
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Tyler-Stone Wealth Management 2.2k $63k -34% Mar 2024
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Carmichael Hill & Associates 2.0k $57k -32% Mar 2024
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Pacific Center for Financial Services 2.0k $50k 0% Dec 2023
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Private Trust Co Na 2.0k $56k -10% Mar 2024
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Lee Financial 1.9k $47k 0% Dec 2023
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Global Retirement Partners 1.8k $50k -49% Mar 2024
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FTB Advisors 1.6k $47k 0% Mar 2024
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Dividend Growth Advisors 1.4k $36k -42% Dec 2023
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Aptus Capital Advisors 1.3k $37k 0% Mar 2024
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Householder Group Estate & Retirement Specialist 1.1k $31k 1% Mar 2024
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Washington Trust Company 1.0k $30k -9% Mar 2024
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Boyd Watterson Asset Management 943.00 $27k 0% Mar 2024
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Johnson Financial Group 935.00 $24k 0% Dec 2023
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Pinnacle Holdings 929.00 $27k 0% Mar 2024
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Castleview Partners 877.00 $25k 0% Mar 2024
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A. Montag and Associates 866.00 $25k -70% Mar 2024
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Northwestern Mutual Wealth Management Company 752.00 $21k -31% Mar 2024
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Valley National Advisers 700.00 $19k 1% Mar 2024
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Whittier Trust 641.00 $18k 0% Mar 2024
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Zrc Wealth Management 630.00 $18k 0% Mar 2024
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GPS Wealth Strategies Group 626.00 $18k 0% Mar 2024
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Parallel Advisors 610.00 $17k -10% Mar 2024
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Beacon Capital Management 467.00 $13k 0% Mar 2024
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Fortis Group Advisors 453.00 $13k -50% Mar 2024
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Key FInancial 444.00 $13k 0% Mar 2024
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First Manhattan 400.00 $11k -50% Mar 2024
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Scarborough Advisors 376.00 $11k 1% Mar 2024
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Walnut Private Equity Partners 345.00 $9.8k 0% Mar 2024
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Clear Point Advisors 296.00 $8.4k 1% Mar 2024
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Pin Oak Investment Advisors 272.00 $7.0k 0% Dec 2023
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Proequities 215.00 $6.1M 0% Mar 2024
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Cutler 200.00 $0 -95% Mar 2024
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VitalStone Financial 175.00 $5.0k 0% Mar 2024
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Us Bancorp 82.00 $2.3k -58% Mar 2024
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Who sold out of Jp Morgan Alerian Mlp Index?

Fund or Company Name Date Sold Shares Held Valued At
Fortem Financial Group Dec 2023 369k $9.4M
Laird Norton Tyee Trust Sep 2023 73k $1.8M
University Of Chicago Dec 2023 68k $1.7M
Smallwood Wealth Investment Management Dec 2023 61k $1.5M
Stone Point Wealth Dec 2023 52k $1.3M
Truepoint Dec 2023 43k $1.1M
Norden Group Dec 2023 39k $6.7M
Hrt Financial Dec 2023 33k $841k
Miller/Howard Investments Dec 2023 27k $691k
Edge Capital Group Sep 2023 24k $583k
Evoke Wealth Dec 2023 22k $550k
Jane Street Dec 2023 21k $534k
Cary Street Partner Investment Advisory Dec 2023 16k $404k
SageView Advisory Group Dec 2023 13k $476.544800
Coastwise Capital Group Dec 2023 12k $311k
Lloyd Advisory Services Sep 2023 12k $1.8M
Graybill Bartz & Assoc Dec 2023 12k $293k
AlTi Global Dec 2023 11k $285k
Wealthcare Advisory Partners Dec 2023 8.6k $218k
Foundations Investment Advisors Dec 2023 8.4k $222k
Hara Capital Dec 2023 8.0k $203k
MeadowBrook Investment Advisors Dec 2023 2.6k $67k
Tradition Wealth Management Dec 2023 656.00 $17k
ORG Partners Dec 2023 578.00 $0
JNBA Financial Advisors Dec 2023 540.00 $14k
Tennessee Valley Asset Management Partners Dec 2023 534.00 $14k
BKM Wealth Management Dec 2023 470.00 $12k
Plante Moran Financial Advisors Dec 2023 286.00 $7.3k