Security key
01877R108
ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP)
CUSIP: 01877R108
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / UT LTD PART
- Total 13F shares
- 30,263,286
- Share change
- -5,566,716
- Total reported value
- $610,411,150
- Put/Call ratio
- 16%
- Reported price per share
- $20.17
- Number of holders
- 123
- Value change
- -$112,376,317
- Number of buys
- 53
- Number of sells
- 51
Security identity
Holder snapshot
Report period
Q1 2023
Institutions
123
Top holders
10
ARLP full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
ALLIANCE RESOURCE PARTNERS LP SEC filings
ALLIANCE RESOURCE PARTNERS LP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 01877R108
Recent filing periods:
Ownership snapshot
Top reported holders of ARLP - ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
MORGAN STANLEY
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2022
13F
3/4/5
Highest disclosed value: $188,238,994
Showing 1-6 of 15 holder rows.
Rank 1 holder
MORGAN STANLEY
13F
- Ownership
- —
- Position
- $188.24M
Rank 2 holder
NATIXIS
13F
- Ownership
- —
- Position
- $64.72M
Rank 3 holder
MAGNOLIA GROUP, LLC
13F
- Ownership
- —
- Position
- $54.69M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$188,238,994
9,263,730 shares
|
— | 31 Dec 2022 |
| NATIXIS |
13F
Company
|
—
class O/S missing
|
$64,715,136
3,184,800 shares
|
— | 31 Dec 2022 |
| MAGNOLIA GROUP, LLC |
13F
Company
|
—
class O/S missing
|
$54,692,865
2,691,578 shares
|
— | 31 Dec 2022 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$49,515,492
2,436,786 shares
|
— | 31 Dec 2022 |
| Charles R. Wesley |
3/4/5
Executive Vice President, Director
|
—
mixed-class rows
|
$47,856,860
2,523,683 shares
mixed-class rows
|
— | 14 May 2021 |
| JPMORGAN CHASE & CO |
13F
Company
|
—
class O/S missing
|
$47,353,000
2,330,364 shares
|
— | 31 Dec 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
123
Shares
30,263,286
Rows available
123
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
124
Q1 2023 holders
123
Holder diff
-1
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend