Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / ALERIAN ENERGY
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Number of holders
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60
-
Total 13F shares, excl. options
-
2,553,099
-
Shares change
-
-222,179
-
Total reported value, excl. options
-
$53,450,389
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Value change
-
-$4,651,573
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Number of buys
-
25
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Number of sells
-
16
-
Price
-
$20.93
Institutional Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q1 2023
As of 31 Mar 2023 ALPS ETF TR - ALERIAN ENERGY (ENFR) had 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,553,099 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Mariner, LLC, LPL Financial LLC, Fulcrum Equity Management, U.S. Capital Wealth Advisors, LLC, Advisory Services Network, LLC, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, and UBS Group AG.
This table shows 60 institutional shareholders of the security as of 31 Mar 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.