Alpine Summit Energy Partners Ownership 2024 | Who Owns Alpine Summit Energy Partners Now?

OverviewChart

Institutional Ownership

0.50%

Insider Ownership

44.99%

Retail Ownership

54.51%

Institutional Holders

9.00

Alpine Summit Energy Partners Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CUTTER & CO BROKERAGE, INC.	0.18%	0.02%	94,400	8,000	9.26%	50,032,000	Mar 31, 2023
IEQ CAPITAL, LLC	0.10%	0.00%	55,284	55,284	100.00%	29,301,000	Mar 31, 2023
DIVERSIFIED TRUST CO	0.07%	0.00%	35,000	25,000	250.00%	18,550,000	Mar 31, 2023
WOODMONT INVESTMENT COUNSEL LLC	0.06%	0.00%	33,000	-	-	17,490,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.04%	-	20,780	20,780	100.00%	11,000	Mar 31, 2023
IRIDIAN ASSET MANAGEMENT LLC/CT	0.04%	0.00%	20,023	20,023	100.00%	10,612,000	Mar 31, 2023
ROYAL BANK OF CANADA	0.01%	-	7,303	-29,390	-80.10%	4,000,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	2,500	2,500	100.00%	1,325,000	Mar 31, 2023
POINTE CAPITAL MANAGEMENT LLC	0.00%	0.00%	1,000	1,000	100.00%	500,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-1,876	-100.00%	-	Mar 31, 2023

Alpine Summit Energy Partners's largest institutional shareholder is CUTTER & CO BROKERAGE, INC., holding 0.18% of the company's total share outstanding, currently valued at $50.03M. The top 10 institutional shareholders own together 0.50% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CUTTER & CO BROKERAGE, INC.	0.18%	0.02%	94,400	8,000	9.26%	50,032,000	Mar 31, 2023
WOODMONT INVESTMENT COUNSEL LLC	0.06%	0.00%	33,000	-	-	17,490,000	Mar 31, 2023
IRIDIAN ASSET MANAGEMENT LLC/CT	0.04%	0.00%	20,023	20,023	100.00%	10,612,000	Mar 31, 2023
DIVERSIFIED TRUST CO	0.07%	0.00%	35,000	25,000	250.00%	18,550,000	Mar 31, 2023
IEQ CAPITAL, LLC	0.10%	0.00%	55,284	55,284	100.00%	29,301,000	Mar 31, 2023
POINTE CAPITAL MANAGEMENT LLC	0.00%	0.00%	1,000	1,000	100.00%	500,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.04%	-	20,780	20,780	100.00%	11,000	Mar 31, 2023
ROYAL BANK OF CANADA	0.01%	-	7,303	-29,390	-80.10%	4,000,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	2,500	2,500	100.00%	1,325,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-1,876	-100.00%	-	Mar 31, 2023

The largest Alpine Summit Energy Partners shareholder by % of total assets is CUTTER & CO BROKERAGE, INC.. The company owns 94.40K shares of Alpine Summit Energy Partners (ALPS), representing 0.02% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
IEQ CAPITAL, LLC	0.10%	0.00%	55,284	55,284	100.00%	29,301,000	Mar 31, 2023
DIVERSIFIED TRUST CO	0.07%	0.00%	35,000	25,000	250.00%	18,550,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.04%	-	20,780	20,780	100.00%	11,000	Mar 31, 2023
IRIDIAN ASSET MANAGEMENT LLC/CT	0.04%	0.00%	20,023	20,023	100.00%	10,612,000	Mar 31, 2023
CUTTER & CO BROKERAGE, INC.	0.18%	0.02%	94,400	8,000	9.26%	50,032,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	2,500	2,500	100.00%	1,325,000	Mar 31, 2023
POINTE CAPITAL MANAGEMENT LLC	0.00%	0.00%	1,000	1,000	100.00%	500,000	Mar 31, 2023
WOODMONT INVESTMENT COUNSEL LLC	0.06%	0.00%	33,000	-	-	17,490,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-1,876	-100.00%	-	Mar 31, 2023
ROYAL BANK OF CANADA	0.01%	-	7,303	-29,390	-80.10%	4,000,000	Mar 31, 2023

As of Mar 31 2023, Alpine Summit Energy Partners's largest institutional buyer is IEQ CAPITAL, LLC. The company purchased 55.28K stocks of ALPS, valued at $29.30M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ROYAL BANK OF CANADA	0.01%	-	7,303	-29,390	-80.10%	4,000,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-1,876	-100.00%	-	Mar 31, 2023
WOODMONT INVESTMENT COUNSEL LLC	0.06%	0.00%	33,000	-	-	17,490,000	Mar 31, 2023
POINTE CAPITAL MANAGEMENT LLC	0.00%	0.00%	1,000	1,000	100.00%	500,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	2,500	2,500	100.00%	1,325,000	Mar 31, 2023
CUTTER & CO BROKERAGE, INC.	0.18%	0.02%	94,400	8,000	9.26%	50,032,000	Mar 31, 2023
IRIDIAN ASSET MANAGEMENT LLC/CT	0.04%	0.00%	20,023	20,023	100.00%	10,612,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.04%	-	20,780	20,780	100.00%	11,000	Mar 31, 2023
DIVERSIFIED TRUST CO	0.07%	0.00%	35,000	25,000	250.00%	18,550,000	Mar 31, 2023
IEQ CAPITAL, LLC	0.10%	0.00%	55,284	55,284	100.00%	29,301,000	Mar 31, 2023

As of Mar 31 2023, Alpine Summit Energy Partners's biggest institutional seller is ROYAL BANK OF CANADA. The company sold -29.39K shares of ALPS, valued at $4.00M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
IEQ CAPITAL, LLC	0.10%	0.00%	55,284	55,284	100.00%	29,301,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.04%	-	20,780	20,780	100.00%	11,000	Mar 31, 2023
IRIDIAN ASSET MANAGEMENT LLC/CT	0.04%	0.00%	20,023	20,023	100.00%	10,612,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	2,500	2,500	100.00%	1,325,000	Mar 31, 2023
POINTE CAPITAL MANAGEMENT LLC	0.00%	0.00%	1,000	1,000	100.00%	500,000	Mar 31, 2023

Alpine Summit Energy Partners's largest new institutional shareholder by number of shares is IEQ CAPITAL, LLC, purchased 55.28K shares, valued at $29.30M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
UBS GROUP AG	-	-	-	-1,876	-100.00%	-	Mar 31, 2023

Alpine Summit Energy Partners's largest sold out institutional shareholder by shares sold is UBS GROUP AG, sold -1.88K shares, valued at -, as of undefined.

Alpine Summit Energy Partners Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	9	80.00%
31 Dec, 22	5	-
30 Sep, 22	5	-

As of 31 Mar 23, 9 institutions are holding Alpine Summit Energy Partners's shares, representing an increase of 80.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	269,290	60.32%
31 Dec, 22	167,969	32.25%
30 Sep, 22	127,010	-

Alpine Summit Energy Partners (ALPS) has 269.29K shares outstanding as of 31 Mar 23, up 60.32% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	0.50%	27.44%
31 Dec, 22	0.39%	32.26%
30 Sep, 22	0.30%	-

As of 31 Mar 23, Alpine Summit Energy Partners is held by 0.50% institutional shareholders, representing a 27.44% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	2	-
31 Dec, 22	2	-
30 Sep, 22	-	-

2 institutional shareholders have increased their position in ALPS stock as of 31 Mar 23 compared to 2 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	1	-
31 Dec, 22	1	-
30 Sep, 22	-	-

1 institutional shareholders have reduced their position in ALPS stock as of 31 Mar 23 compared to 1 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	9	80.00%	269,290	60.32%	0.50%	27.44%	2	-	1	-
31 Dec, 22	5	-	167,969	32.25%	0.39%	32.26%	2	-	1	-
30 Sep, 22	5	-	127,010	-	0.30%	-	-	-	-	-

Alpine Summit Energy Partners Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 05, 2023	AUERBACH JONATHAN A G	10 percent owner	-		Sell	-	-	-	5,896,458
Jun 01, 2023	SCHAEFER STEPHEN	director	-	M-Exempt	Sell	21,656	-	-	-
Jun 01, 2023	McCOY MICHAEL WILLIAM	officer	Chief Operating Officer	M-Exempt	Sell	242,762	-	-	-
Jun 01, 2023	COLLINS PORTER	director	-	M-Exempt	Sell	7,132	-	-	-
Jun 01, 2023	WICKER WILLIAM	officer	Chief Investment Officer	M-Exempt	Sell	1,692	-	-	-
Jun 01, 2023	BROWN REAGAN	officer	Chief Administrative Officer	M-Exempt	Sell	1,330	-	-	-
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Sell	14,901,450	-	-	545,841
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Sell	15,947	-	-	-
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Sell	517,118	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 07, 2023	Clark Agenia		-		Buy	-	-	-	-
Jun 07, 2023	DAVIS EUGENE I		-		Buy	-	-	-	-
Jun 07, 2023	Horton Anthony R		-		Buy	-	-	-	-
Jun 05, 2023	AUERBACH JONATHAN A G	10 percent owner	-		Sell	-	-	-	5,896,458
Jun 01, 2023	SCHAEFER STEPHEN	director	-	M-Exempt	Buy	21,656	-	-	1,087,892
Jun 01, 2023	SCHAEFER STEPHEN	director	-	M-Exempt	Sell	21,656	-	-	-
Jun 01, 2023	McCOY MICHAEL WILLIAM	officer	Chief Operating Officer	M-Exempt	Buy	242,762	-	-	995,579
Jun 01, 2023	McCOY MICHAEL WILLIAM	officer	Chief Operating Officer	M-Exempt	Sell	242,762	-	-	-
Jun 01, 2023	COLLINS PORTER	director	-	M-Exempt	Buy	7,132	-	-	969,484
Jun 01, 2023	COLLINS PORTER	director	-	M-Exempt	Sell	7,132	-	-	-
Jun 01, 2023	WICKER WILLIAM	officer	Chief Investment Officer	M-Exempt	Buy	1,692	-	-	846,159
Jun 01, 2023	WICKER WILLIAM	officer	Chief Investment Officer	M-Exempt	Sell	1,692	-	-	-
Jun 01, 2023	BROWN REAGAN	officer	Chief Administrative Officer	M-Exempt	Buy	1,330	-	-	855,389
Jun 01, 2023	BROWN REAGAN	officer	Chief Administrative Officer	M-Exempt	Sell	1,330	-	-	-
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Buy	15,947	-	-	14,917,397
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Buy	14,901,450	-	-	14,901,450
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Buy	517,118	-	-	677,931
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Sell	14,901,450	-	-	545,841
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Sell	15,947	-	-	-
Jun 01, 2023	Perry Craig	director, 10 percent owner, officer	Chairman & CEO	M-Exempt	Sell	517,118	-	-	-

The last insider sell of Alpine Summit Energy Partners's stock was made by AUERBACH JONATHAN A G on Jun 05 2023, selling - shares at - per share (valued at -).

Alpine Summit Energy Partners Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2023	8	8	100.00%
Q1 2023	2	1	200.00%
Q4 2022	-	19	-

8 total buy trades, and 8 total sell trades (buy/sell ratio of 1.00%) were made by Alpine Summit Energy Partners's insiders, as of Q2 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-

As of Q2 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Alpine Summit Energy Partners's stocks.

Alpine Summit Energy Partners Peer Ownership

Ticker	Company
PNRG	PrimeEnergy Resources Corporation
USEG	U.S. Energy Corp.
GPRK	GeoPark Limited
CRGY	Crescent Energy Company
PHX	PHX Minerals Inc.
EPSN	Epsilon Energy Ltd.

ALPS Ownership FAQ

Who Owns Alpine Summit Energy Partners?

Alpine Summit Energy Partners is owned by institutional shareholders (0.50%), insiders (44.99%), and public (54.51%). The largest institutional shareholder of Alpine Summit Energy Partners is CUTTER & CO BROKERAGE, INC. (0.18% of total shares) and the top mutual fund owner is (0% of total shares).

Who are the major institutional shareholders of Alpine Summit Energy Partners?

Alpine Summit Energy Partners's major institutional shareholders are CUTTER & CO BROKERAGE, INC., IEQ CAPITAL, LLC, DIVERSIFIED TRUST CO, WOODMONT INVESTMENT COUNSEL LLC, and MILLENNIUM MANAGEMENT LLC. The top five shareholders own together 0.45% of the company's share outstanding.

How many Alpine Summit Energy Partners shareholders are there?

As of Mar 2023, there are 9 institutional shareholders of Alpine Summit Energy Partners.

What percentage of Alpine Summit Energy Partners is owned by CUTTER & CO BROKERAGE, INC?

CUTTER & CO BROKERAGE, INC owns 94.4K shares of Alpine Summit Energy Partners, representing 0.18% of the company's total shares outstanding, valued at $50.03M (as of Mar 2023).

What percentage of Alpine Summit Energy Partners is owned by IEQ CAPITAL, LLC?

As of Mar 2023, IEQ CAPITAL, LLC holds 55.28K shares of Alpine Summit Energy Partners (ALPS), compromising 0.10% of the company, valued at $29.3M.

What percentage of Alpine Summit Energy Partners is owned by DIVERSIFIED TRUST CO?

DIVERSIFIED TRUST CO is the third largest holder of Alpine Summit Energy Partners. The company owns 35K of the company's shares outstanding (worth $18.55M).