Security key
01877R108
ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP)
CUSIP: 01877R108
Q1 2024 13F Holders as of 31 Mar 2024
- Security type / class
- Equity / UT LTD PART
- Total 13F shares
- 23,669,431
- Share change
- -1,019,437
- Total reported value
- $474,615,502
- Put/Call ratio
- 49%
- Reported price per share
- $20.05
- Number of holders
- 138
- Value change
- -$21,626,864
- Number of buys
- 69
- Number of sells
- 54
Security identity
Holder snapshot
Report period
Q1 2024
Institutions
138
Top holders
10
ARLP full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2024
Previous quarter: Q4 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.
Lead holder
Kathleen Mowry
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2023
3/4/5
13F
Highest disclosed value: $324,168,927
Showing 1-6 of 15 holder rows.
Rank 1 holder
Kathleen Mowry
3/4/5
- Ownership
- —
- Position
- $324.17M
Rank 2 holder
MAGNOLIA GROUP, LLC
13F
- Ownership
- —
- Position
- $68.08M
Rank 3 holder
Progeny 3, Inc.
13F
- Ownership
- —
- Position
- $55.06M
| 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
|
$68,076,142
3,214,171 shares
|
— | 31 Dec 2023 |
| Progeny 3, Inc. |
13F
Company
|
—
class O/S missing
|
$55,055,949
2,599,431 shares
|
— | 31 Dec 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$51,497,920
2,431,441 shares
|
— | 31 Dec 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
|
$44,461,120
2,099,203 shares
|
— | 31 Dec 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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
138
Shares
23,669,431
Rows available
138
| 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 2024 vs Q4 2023 Across Filers
Q4 2023 holders
138
Q1 2024 holders
138
Holder diff
0
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend