ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP)
CUSIP: 01877R108
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / UT LTD PART
- Total 13F shares
- 22,805,719
- Share change
- -1,146,746
- Total reported value
- $557,819,971
- Put/Call ratio
- 36%
- Price per share
- $24.46
- Number of holders
- 157
- Value change
- -$21,425,206
- Number of buys
- 76
- Number of sells
- 51
Quarterly Holders Quick Answers
What is CUSIP 01877R108?
CUSIP 01877R108 identifies ARLP - ALLIANCE RESOURCE PARTNERS LP - UT LTD PART in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 01877R108:
Top shareholders of ARLP - ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Kathleen Mowry |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
16,167,865
|
$324,168,927 | — | 06 Dec 2023 | |
| MAGNOLIA GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
3,443,871
|
$69,049,614 | — | 31 Mar 2024 | |
| Progeny 3, Inc. |
13F
|
Company |
—
class O/S missing
|
2,732,061
|
$54,777,823 | — | 31 Mar 2024 | |
| Charles R. Wesley |
3/4/5
|
Executive Vice President, Director |
—
mixed-class rows
|
2,523,683
mixed-class rows
|
$47,856,860 | — | 14 May 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,109,464
|
$42,294,752 | — | 31 Mar 2024 | |
| Jackson Hole Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,970,449
|
$39,507,502 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
1,741,086
|
$34,908,774 | — | 31 Mar 2024 | |
| Atlanta Consulting Group Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,175,428
|
$23,567,331 | — | 31 Mar 2024 | |
| Recurrent Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
1,027,744
|
$20,606,267 | — | 31 Mar 2024 | |
| Bienville Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
1,023,079
|
$20,512,744 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
858,172
|
$17,206,349 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
852,878
|
$17,100,228 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
464,601
|
$9,315,250 | — | 31 Mar 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
359,669
|
$7,211,356 | — | 31 Mar 2024 | |
| VISTA INVESTMENT PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
347,631
|
$6,970,002 | — | 31 Mar 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
333,988
|
$6,696,459 | — | 31 Mar 2024 | |
| Adams Asset Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
310,885
|
$6,233,244 | — | 31 Mar 2024 | |
| Fairbanks Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
290,149
|
$5,817,487 | — | 31 Mar 2024 | |
| R. Eberley Davis |
3/4/5
|
SVP-LAW/ADMIN,GENERAL COUNSEL |
—
mixed-class rows
|
351,832
mixed-class rows
|
$5,401,139 | — | 14 Feb 2024 | |
| Full Sail Capital, LLC |
13F
|
Company |
—
class O/S missing
|
252,193
|
$5,056,470 | — | 31 Mar 2024 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
239,690
|
$4,805,785 | — | 31 Mar 2024 | |
| Brian L. Cantrell |
3/4/5
|
SENIOR VP AND CFO |
—
mixed-class rows
|
283,948
mixed-class rows
|
$4,704,118 | — | 14 Feb 2023 | |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
—
class O/S missing
|
213,200
|
$4,275,000 | — | 31 Mar 2024 | |
| KEYBANK NATIONAL ASSOCIATION/OH |
13F
|
Company |
—
class O/S missing
|
200,750
|
$4,025,038 | — | 31 Mar 2024 | |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
177,872
|
$3,566,327 | — | 31 Mar 2024 | |
| Crescent Grove Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
175,250
|
$3,513,763 | — | 31 Mar 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
168,354
|
$3,370,000 | — | 31 Mar 2024 | |
| Energy Income Partners, LLC |
13F
|
Company |
—
class O/S missing
|
156,734
|
$3,142,517 | — | 31 Mar 2024 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
—
class O/S missing
|
149,300
|
$2,993,465 | — | 31 Mar 2024 | |
| Pinnacle Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
132,106
|
$2,648,725 | — | 31 Mar 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
119,381
|
$2,393,587 | — | 31 Mar 2024 | |
| MILLER VALUE PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
117,000
|
$2,345,850 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
114,304
|
$2,291,795 | — | 31 Mar 2024 | |
| CAPITAL ADVISORS INC/OK |
13F
|
Company |
—
class O/S missing
|
101,549
|
$2,036,057 | — | 31 Mar 2024 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
—
class O/S missing
|
93,769
|
$1,880,000 | — | 31 Mar 2024 | |
| Optimist Retirement Group LLC |
13F
|
Company |
—
class O/S missing
|
90,889
|
$1,822,328 | — | 31 Mar 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
88,566
|
$1,775,750 | — | 31 Mar 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
72,761
|
$1,458,851 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
68,699
|
$1,377,415 | — | 31 Mar 2024 | |
| NFC Investments, LLC |
13F
|
Company |
—
class O/S missing
|
68,100
|
$1,365,000 | — | 31 Mar 2024 | |
| Quantum Portfolio Management LLC |
13F
|
Company |
—
class O/S missing
|
65,467
|
$1,312,613 | — | 31 Mar 2024 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
60,500
|
$1,213,025 | — | 31 Mar 2024 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
—
class O/S missing
|
58,862
|
$1,180,183 | — | 31 Mar 2024 | |
| Grassi Investment Management |
13F
|
Company |
—
class O/S missing
|
57,000
|
$1,143,000 | — | 31 Mar 2024 | |
| Disciplined Investments, LLC |
13F
|
Company |
—
class O/S missing
|
56,766
|
$1,138,160 | — | 31 Mar 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
53,357
|
$1,070,000 | — | 31 Mar 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
51,801
|
$1,038,607 | — | 31 Mar 2024 | |
| SoftVest Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
50,000
|
$1,002,500 | — | 31 Mar 2024 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
—
class O/S missing
|
46,505
|
$932,425 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
43,393
|
$870,029 | — | 31 Mar 2024 |
Institutional Holders of ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP) as of Q2 2024
As of 30 Jun 2024,
ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP) was held by
157 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,805,719 shares.
The largest 10 holders included
MAGNOLIA GROUP, LLC, Progeny 3, Inc., BANK OF AMERICA CORP /DE/, Jackson Hole Capital Partners, LLC, JPMORGAN CHASE & CO, Recurrent Investment Advisors LLC, MORGAN STANLEY, GOLDMAN SACHS GROUP INC, Invesco Ltd., and Raymond James Financial Services Advisors, Inc..
This page lists
157
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
138
Q2 2024 holders
157
Holder diff
19
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.