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Raymond James & Associates’s Alliance Resource Partners ARLP Stock Holding History

Raymond James & Associates’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,600
Closed -$7K – 4113
2021
Q2 		$7K Buy
+10,600
New +$66.4K ﹤0.01% 4039
2018
Q2 		– Sell
-14,000
Closed -$5K – 3590
2018
Q1 		$5K Buy
+14,000
New +$266K ﹤0.01% 3427
2017
Q1 		– Sell
-12,100
Closed -$3K – 3295
2016
Q4 		$3K Buy
+12,100
New +$284K ﹤0.01% 3216

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James & Associates's ARLP Position: Q3 2024 in Review

Raymond James & Associates increased its Alliance Resource Partners (ARLP) stake by 2.4% in Q3 2024, buying an estimated $20.9K and bringing the position to 36,225 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

Raymond James & Associates first reported a position in ARLP in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.23M in Q2 2014. 151 funds tracked by Wall St. Rank hold ARLP as of Q3 2024.

  • Raymond James & Associates held 36,225 shares of Alliance Resource Partners worth $906K as of Q3 2024.
  • Raymond James & Associates bought 865 Alliance Resource Partners shares in Q3 2024, an estimated $20.9K.
  • Alliance Resource Partners made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2755 holding.
  • Raymond James & Associates first reported a position in Alliance Resource Partners in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Alliance Resource Partners position peaked at $2.23M in Q2 2014.
  • 151 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.