Security key
01877R108
ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP)
CUSIP: 01877R108
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / UT LTD PART
- Total 13F shares
- 24,030,493
- Share change
- +248,270
- Total reported value
- $631,800,376
- Put/Call ratio
- 50%
- Price per share
- $26.29
- Number of holders
- 163
- Value change
- +$6,696,204
- Number of buys
- 67
- Number of sells
- 47
Report period
Q4 2024
Institutions
163
Top holders
10
ARLP full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
ALLIANCE RESOURCE PARTNERS LP SEC filings
ALLIANCE RESOURCE PARTNERS LP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 01877R108
Recent filing periods:
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 |
|---|---|---|---|---|---|---|---|---|
| Joseph W. Craft III |
3/4/5
|
PRESIDENT AND CHIEF EXECUTIVE, Director, 10%+ Owner |
—
class O/S missing
|
18,802,000
|
$501,825,380 | — | 16 Dec 2024 | |
| 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
|
3,434,871
|
$85,871,775 | — | 30 Sep 2024 | |
| Progeny 3, Inc. |
13F
|
Company |
—
class O/S missing
|
2,904,181
|
$72,604,525 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,202,077
|
$55,051,925 | — | 30 Sep 2024 | |
| Jackson Hole Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,964,131
|
$49,103,275 | — | 30 Sep 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 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
1,770,817
|
$44,270,425 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
1,211,919
|
$30,297,988 | — | 30 Sep 2024 | |
| Atlanta Consulting Group Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,165,740
|
$29,143,500 | — | 30 Sep 2024 | |
| Recurrent Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
1,145,145
|
$28,628,625 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
473,954
|
$11,848,850 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
440,635
|
$11,015,875 | — | 30 Sep 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
364,463
|
$9,111,569 | — | 30 Sep 2024 | |
| VISTA INVESTMENT PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
347,631
|
$8,690,775 | — | 30 Sep 2024 | |
| Adams Asset Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
330,067
|
$8,251,675 | — | 30 Sep 2024 | |
| Fairbanks Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
302,680
|
$7,567,000 | — | 30 Sep 2024 | |
| Bienville Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
276,793
|
$6,919,831 | — | 30 Sep 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
—
class O/S missing
|
270,912
|
$6,772,800 | — | 30 Sep 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
254,140
|
$6,353,500 | — | 30 Sep 2024 | |
| Full Sail Capital, LLC |
13F
|
Company |
—
class O/S missing
|
252,193
|
$6,304,825 | — | 30 Sep 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
|
234,191
|
$5,854,775 | — | 30 Sep 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
|
$5,330,000 | — | 30 Sep 2024 | |
| Crescent Grove Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
208,793
|
$5,219,825 | — | 30 Sep 2024 | |
| KEYBANK NATIONAL ASSOCIATION/OH |
13F
|
Company |
—
class O/S missing
|
200,000
|
$5,000,000 | — | 30 Sep 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 | |
| Energy Income Partners, LLC |
13F
|
Company |
—
class O/S missing
|
161,912
|
$4,047,800 | — | 30 Sep 2024 | |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
150,000
|
$3,750,000 | — | 30 Sep 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
148,318
|
$3,723,000 | — | 30 Sep 2024 | |
| Pinnacle Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
132,670
|
$3,316,748 | — | 30 Sep 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
125,695
|
$3,142,375 | — | 30 Sep 2024 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
—
class O/S missing
|
125,000
|
$3,125,000 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
119,094
|
$2,977,350 | — | 30 Sep 2024 | |
| MILLER VALUE PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
117,000
|
$2,925,000 | — | 30 Sep 2024 | |
| CAPITAL ADVISORS INC/OK |
13F
|
Company |
—
class O/S missing
|
99,024
|
$2,475,600 | — | 30 Sep 2024 | |
| Optimist Retirement Group LLC |
13F
|
Company |
—
class O/S missing
|
93,462
|
$2,336,547 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
92,997
|
$2,324,925 | — | 30 Sep 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
75,302
|
$1,882,554 | — | 30 Sep 2024 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
72,260
|
$1,806,500 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
71,390
|
$1,785,000 | — | 30 Sep 2024 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
—
class O/S missing
|
71,156
|
$1,778,900 | — | 30 Sep 2024 | |
| NFC Investments, LLC |
13F
|
Company |
—
class O/S missing
|
69,800
|
$1,745,000 | — | 30 Sep 2024 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
60,500
|
$1,512,500 | — | 30 Sep 2024 | |
| Disciplined Investments, LLC |
13F
|
Company |
—
class O/S missing
|
58,475
|
$1,461,868 | — | 30 Sep 2024 | |
| Autumn Glory Partners, LLC |
13F
|
Company |
—
class O/S missing
|
52,300
|
$1,307,500 | — | 30 Sep 2024 | |
| Grassi Investment Management |
13F
|
Company |
—
class O/S missing
|
52,000
|
$1,300,000 | — | 30 Sep 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
49,574
|
$1,239,352 | — | 30 Sep 2024 | |
| Quantum Portfolio Management LLC |
13F
|
Company |
—
class O/S missing
|
49,508
|
$1,237,700 | — | 30 Sep 2024 |
Institutional Holders of ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP) as of Q4 2024
As of 31 Dec 2024,
ALLIANCE RESOURCE PARTNERS LP - UT LTD PART (ARLP) was held by
163 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
24,030,493 shares.
The largest 10 holders included
MAGNOLIA GROUP, LLC, Progeny 3, Inc., Jackson Hole Capital Partners, LLC, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, Atlanta Consulting Group Advisors, LLC, Recurrent Investment Advisors LLC, MORGAN STANLEY, FMR LLC, and GOLDMAN SACHS GROUP INC.
This page lists
163
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
150
Q4 2024 holders
163
Holder diff
13
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.