Security key
01877R108
ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP)
CUSIP: 01877R108
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / UT LTD PART
- Total 13F shares
- 23,511,460
- Total 13F value
- $497,988,393
- Share change
- +285,224
- Put/Call ratio
- 30%
- SEC-reported price per share
- $21.18
- Number of holders
- 138
- Value change
- +$4,753,865
- Number of buys
- 70
- Number of sells
- 49
Open additional details 1 more signal available
Report period
Q4 2023
Institutions
138
Top holders
10
ARLP full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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.
Comparable stake leader
Kathleen Mowry
Disclosed value leader
Kathleen Mowry
Comparable rows
0/15
Latest evidence
06 Dec 2023
3/4/5
13F
Highest disclosed value: $324,168,927
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Kathleen Mowry has the largest disclosed position value at $324.17M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Kathleen Mowry's linked filing trail.
Disclosed position value
Top 5
Kathleen Mowry
$324.17M
MAGNOLIA GROUP, LLC
$68.34M
Progeny 3, Inc.
$55.09M
BANK OF AMERICA CORP /DE/
$54.82M
Charles R. Wesley
$47.86M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Kathleen Mowry |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$324,168,927
16,167,865 shares
|
— | 06 Dec 2023 |
| MAGNOLIA GROUP, LLC |
13F
Company
|
—
class O/S missing
|
$68,343,651
3,033,451 shares
|
— | 30 Sep 2023 |
| Progeny 3, Inc. |
13F
Company
|
—
class O/S missing
|
$55,094,997
2,445,406 shares
|
— | 30 Sep 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$54,819,478
2,433,177 shares
|
— | 30 Sep 2023 |
| 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
|
$47,477,604
2,107,306 shares
|
— | 30 Sep 2023 |
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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
138
Shares
23,511,460
Rows available
138
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
141
Q4 2023 holders
138
Holder diff
-3
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend