Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
55
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Total 13F shares, excl. options
-
2.4M
-
Shares change
-
+198K
-
Total reported value, excl. options
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$55.5M
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Value change
-
+$4.75M
-
Number of buys
-
26
-
Number of sells
-
-20
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Price
-
$23.09
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q4 2023
64 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q4 2023.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.4M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (422K shares), Mariner, LLC (294K shares), Raymond James Financial Services Advisors, Inc. (183K shares), LPL Financial LLC (167K shares), MORGAN STANLEY (145K shares), U.S. Capital Wealth Advisors, LLC (132K shares), BANK OF AMERICA CORP /DE/ (114K shares), WNY Asset Management, LLC (87.2K shares), XML Financial, LLC (78K shares), and COMMONWEALTH EQUITY SERVICES, LLC (71.5K shares).
This table shows the top 55 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.