ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP)
CUSIP: 01877R108
Q3 2024 13F Holders as of 30 Sep 2024
- Type / Class
- Equity / UT LTD PART
- Total 13F shares
- 23,383,349
- Share change
- +570,309
- Total reported value
- $584,605,217
- Put/Call ratio
- 32%
- Price per share
- $25.00
- Number of holders
- 150
- Value change
- +$14,493,237
- Number of buys
- 64
- Number of sells
- 56
Quarterly Holders Quick Answers
What is CUSIP 01877R108?
CUSIP 01877R108 identifies ARLP - ALLIANCE RESOURCE PARTNERS LP - UT LTD PART in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
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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
|
$84,237,085 | — | 30 Jun 2024 | |
| Progeny 3, Inc. |
13F
|
Company |
—
class O/S missing
|
2,807,401
|
$68,669,028 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,156,900
|
$52,757,774 | — | 30 Jun 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 | |
| Jackson Hole Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,945,199
|
$47,579,568 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
1,870,748
|
$45,758,496 | — | 30 Jun 2024 | |
| Recurrent Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
1,078,384
|
$26,377,273 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
1,063,547
|
$26,014,372 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
1,006,946
|
$24,629,899 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
440,041
|
$10,763,403 | — | 30 Jun 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
362,477
|
$8,866,190 | — | 30 Jun 2024 | |
| VISTA INVESTMENT PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
347,631
|
$8,503,054 | — | 30 Jun 2024 | |
| Adams Asset Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
315,967
|
$7,728,553 | — | 30 Jun 2024 | |
| Fairbanks Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
306,993
|
$7,509,048 | — | 30 Jun 2024 | |
| Bienville Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
282,028
|
$6,898,417 | — | 30 Jun 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
269,638
|
$6,595,345 | — | 30 Jun 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
—
class O/S missing
|
268,537
|
$6,568,415 | — | 30 Jun 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
267,295
|
$6,538,035 | — | 30 Jun 2024 | |
| Full Sail Capital, LLC |
13F
|
Company |
—
class O/S missing
|
252,193
|
$6,168,641 | — | 30 Jun 2024 | |
| Robert G. Sachse |
3/4/5
|
EXECUTIVE VICE PRESIDENT |
—
mixed-class rows
|
384,318
mixed-class rows
|
$5,915,618 | — | 14 Aug 2024 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
234,190
|
$5,728,287 | — | 30 Jun 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 | |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
—
class O/S missing
|
213,200
|
$5,215,000 | — | 30 Jun 2024 | |
| KEYBANK NATIONAL ASSOCIATION/OH |
13F
|
Company |
—
class O/S missing
|
200,000
|
$4,892,000 | — | 30 Jun 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 | |
| Crescent Grove Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
180,777
|
$4,421,805 | — | 30 Jun 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
164,893
|
$4,035,000 | — | 30 Jun 2024 | |
| Energy Income Partners, LLC |
13F
|
Company |
—
class O/S missing
|
162,332
|
$3,970,641 | — | 30 Jun 2024 | |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
150,000
|
$3,669,000 | — | 30 Jun 2024 | |
| Pinnacle Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
131,825
|
$3,224,440 | — | 30 Jun 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
131,337
|
$3,212,500 | — | 30 Jun 2024 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
—
class O/S missing
|
125,000
|
$3,057,500 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
119,294
|
$2,917,931 | — | 30 Jun 2024 | |
| MILLER VALUE PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
117,000
|
$2,861,820 | — | 30 Jun 2024 | |
| CAPITAL ADVISORS INC/OK |
13F
|
Company |
—
class O/S missing
|
99,644
|
$2,437,292 | — | 30 Jun 2024 | |
| Optimist Retirement Group LLC |
13F
|
Company |
—
class O/S missing
|
91,771
|
$2,244,715 | — | 30 Jun 2024 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
87,095
|
$2,130,000 | — | 30 Jun 2024 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
—
class O/S missing
|
72,266
|
$1,767,626 | — | 30 Jun 2024 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
72,099
|
$1,763,548 | — | 30 Jun 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
69,579
|
$1,701,902 | — | 30 Jun 2024 | |
| NFC Investments, LLC |
13F
|
Company |
—
class O/S missing
|
68,100
|
$1,665,000 | — | 30 Jun 2024 | |
| Quantum Portfolio Management LLC |
13F
|
Company |
—
class O/S missing
|
64,176
|
$1,569,745 | — | 30 Jun 2024 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
60,500
|
$1,479,830 | — | 30 Jun 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
56,969
|
$1,393,000 | — | 30 Jun 2024 | |
| Disciplined Investments, LLC |
13F
|
Company |
—
class O/S missing
|
56,766
|
$1,388,499 | — | 30 Jun 2024 | |
| Autumn Glory Partners, LLC |
13F
|
Company |
—
class O/S missing
|
52,300
|
$1,279,258 | — | 30 Jun 2024 | |
| Grassi Investment Management |
13F
|
Company |
—
class O/S missing
|
52,000
|
$1,272,000 | — | 30 Jun 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
49,356
|
$1,207,265 | — | 30 Jun 2024 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
—
class O/S missing
|
46,505
|
$1,137,512 | — | 30 Jun 2024 |
Institutional Holders of ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP) as of Q3 2024
As of 30 Sep 2024,
ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP) was held by
150 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,383,349 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, MORGAN STANLEY, Atlanta Consulting Group Advisors, LLC, Recurrent Investment Advisors LLC, GOLDMAN SACHS GROUP INC, and Invesco Ltd..
This page lists
150
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
157
Q3 2024 holders
150
Holder diff
-7
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 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.