Alliance Resource Partners Ownership | Who Owns Alliance Resource Partners?
Alliance Resource Partners Ownership Summary
Alliance Resource Partners is owned by 18.21% institutional investors, 29.78% insiders, and 52.02% retail investors. Magnolia group is the largest institutional shareholder, holding 2.70% of ARLP shares. Recurrent MLP & Infrastructure is the top mutual fund, with 0.87% of its assets in Alliance Resource Partners shares.
ARLP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Alliance Resource Partners | 18.21% | 29.78% | 52.02% |
| Sector | Energy Stocks | 59.12% | 12.79% | 28.09% |
| Industry | Coal Stocks | 55.20% | 13.96% | 30.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Magnolia group | 3.44M | 2.70% | $84.24M |
| Progeny 3 | 2.81M | 2.20% | $68.67M |
| Bank of america corp /de/ | 2.16M | 1.69% | $52.76M |
| Jackson hole capital partners | 1.95M | 1.52% | $47.58M |
| Jpmorgan chase | 1.87M | 1.47% | $45.76M |
| Recurrent investment advisors | 1.08M | 0.84% | $26.38M |
| Morgan stanley | 1.06M | 0.83% | $26.01M |
| Goldman sachs group | 1.01M | 0.79% | $24.63M |
| Invesco | 440.04K | 0.34% | $10.76M |
| Raymond james financial services advisors | 362.48K | 0.28% | $8.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Magnolia group | 3.44M | 12.79% | $84.24M |
| Jackson hole capital partners | 1.95M | 10.33% | $47.58M |
| Progeny 3 | 2.81M | 6.58% | $68.67M |
| Fairbanks capital management | 306.99K | 4.93% | $7.51M |
| Vista investment partners | 347.63K | 2.83% | $8.50M |
| Recurrent investment advisors | 1.08M | 2.78% | $26.38M |
| Miller value partners | 117.00K | 1.83% | $2.86M |
| Bienville capital management | 282.03K | 1.65% | $6.90M |
| Pinnacle | 131.82K | 1.31% | $3.22M |
| Optimist retirement group | 91.77K | 1.18% | $2.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global etfs | 268.54K | 0.02% | 268.54K |
| Morgan stanley | 1.06M | 0.00% | 210.67K |
| Goldman sachs group | 1.01M | 0.00% | 148.77K |
| Jpmorgan chase | 1.87M | 0.00% | 129.66K |
| Cushing asset management, lp | 100.00K | 0.19% | 100.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Atlanta consulting group advisors | - | - | -1.18M |
| Bienville capital management | 282.03K | 1.65% | -741.05K |
| Oppenheimer | - | - | -269.64K |
| Prevail innovative wealth advisors | - | - | -177.87K |
| Advisor group | 17.40K | 0.00% | -101.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 268.54K | 0.02% | 268.54K | $6.57M |
| Cushing asset management, lp | 100.00K | 0.19% | 100.00K | $2.45M |
| Family wealth group | 36.11K | 0.87% | 36.11K | $883.15K |
| Alphacore capital | 16.70K | 0.10% | 16.70K | $408.48K |
| Wealth enhancement advisory services | 14.78K | 0.00% | 14.78K | $361.39K |
Sold Out
| Holder | Change |
|---|---|
| Spire wealth management | -44.00 |
| Cypress capital | -62.00 |
| First manhattan co. llc. | -250.00 |
| Signaturefd | -300.00 |
| Newbridge financial services group | -400.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 160 | -3.61% | 23,315,419 | 2.23% | 18 | 5.71% | 65 | -18.75% | 36 | -2.70% |
| Jun 30, 2024 | 165 | 13.01% | 22,792,638 | -3.83% | 17 | 5.18% | 79 | 5.33% | 37 | 12.12% |
| Mar 31, 2024 | 146 | -4.58% | 23,699,494 | 0.83% | 18 | 5.43% | 75 | -1.32% | 33 | 17.86% |
| Dec 31, 2023 | 153 | 2.68% | 23,505,276 | 3.26% | 18 | 5.77% | 76 | 11.76% | 28 | -28.21% |
| Sep 30, 2023 | 149 | 12.03% | 22,763,148 | -12.96% | 17 | 4.23% | 68 | 1.49% | 39 | 50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Recurrent MLP & Infrastructure | 1.11M | 0.87% | - |
| Recurrent MLP & Infrastructure Class I | 1.05M | 0.82% | 45.00K |
| Invesco SteelPath MLP Select 40 Y | 378.73K | 0.30% | - |
| Global X SuperDividend™ US ETF | 275.06K | 0.21% | - |
| Multi-Asset Diversified Income ETF | 231.91K | 0.18% | - |
| Fidelity Advisor Global Commodity Stk I | 219.00K | 0.17% | - |
| Miller Income A | 117.00K | 0.09% | - |
| NXG Cushing Midstream Energy ord | 100.00K | 0.08% | - |
| FT Energy Income Partners Strategy ETF | 87.69K | 0.07% | - |
| Fidelity Nasdaq Composite Index | 79.37K | 0.06% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 11, 2024 | Whelan Timothy J | SENIOR VICE PRESIDENT SALES | Sell | $262.50K |
| Dec 13, 2024 | Whelan Timothy J | SENIOR VICE PRESIDENT SALES | Sell | $800.70K |
| Dec 02, 2024 | Whelan Timothy J | SENIOR VICE PRESIDENT SALES | Sell | $280.00K |
| Dec 06, 2023 | Mowry Kathleen | - | Sell | $691.57K |
| Dec 05, 2023 | Mowry Kathleen | - | Sell | $682.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 13 |
ARLP Ownership FAQ
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