Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
56
-
Total 13F shares, excl. options
-
2,547,472
-
Shares change
-
+198,760
-
Total reported value, excl. options
-
$58,824,799
-
Value change
-
+$4,761,975
-
Number of buys
-
27
-
Number of sells
-
-20
-
Price
-
$23.09
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q4 2023
64 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q4 2023.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,547,472 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (421,650 shares), Mariner, LLC (294,123 shares), Raymond James Financial Services Advisors, Inc. (182,553 shares), LPL Financial LLC (166,652 shares), MORGAN STANLEY (145,323 shares), U.S. Capital Wealth Advisors, LLC (132,372 shares), BANK OF AMERICA CORP /DE/ (113,608 shares), WNY Asset Management, LLC (87,181 shares), XML Financial, LLC (77,951 shares), and COMMONWEALTH EQUITY SERVICES, LLC (71,457 shares).
This table shows the top 56 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.