Vault-13

ALLIANCE RESOURCE PARTNERS L ARLP

UT LTD PART · MLP · CUSIP 01877R108

Coal company based in USA

161 institutional holders -3 vs Q4 2024
23,238,16323.2m shares reported held*
$633.3mreported value*
23 new 60 added 29 reduced 27 sold out net sold ≈ $49.6m (-1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.25. Options: 12 managers hold calls ($55.3m notional), 8 hold puts ($16.6m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 124Q4 22: 126Q1 23: 124Q2 23: 128Q3 23: 142Q4 23: 139Q1 24: 139Q2 24: 158Q3 24: 152Q4 24: 164Q1 25: 161161Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022124
Q4 2022126
Q1 2023124
Q2 2023128
Q3 2023142
Q4 2023139
Q1 2024139
Q2 2024158
Q3 2024152
Q4 2024164
Q1 2025161

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 67 bought or addedQ2 23: 44 cut or sold outQ3 23: 63 bought or addedQ3 23: 56 cut or sold outQ3 23Q4 23: 70 bought or addedQ4 23: 49 cut or sold outQ1 24: 69 bought or addedQ1 24: 54 cut or sold outQ1 24Q2 24: 75 bought or addedQ2 24: 52 cut or sold outQ3 24: 66 bought or addedQ3 24: 56 cut or sold outQ3 24Q4 24: 67 bought or addedQ4 24: 49 cut or sold outQ1 25: 83 bought or addedQ1 25: 56 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236744
Q3 20236356
Q4 20237049
Q1 20246954
Q2 20247552
Q3 20246656
Q4 20246749
Q1 20258356

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ2 24 calls: $34.6mQ2 24 puts: $13.2mQ2 24P/C 0.38Q3 24 calls: $37.2mQ3 24 puts: $12.1mQ3 24P/C 0.33Q4 24 calls: $34.7mQ4 24 puts: $18.2mQ4 24P/C 0.52Q1 25 calls: $55.3mQ1 25 puts: $16.6mQ1 25P/C 0.30
Numbers
QuarterCallsPutsP/C
Q2 2024$34.6m$13.2m0.38
Q3 2024$37.2m$12.1m0.33
Q4 2024$34.7m$18.2m0.52
Q1 2025$55.3m$16.6m0.30

Biggest buyers

Huntleigh Advisors, Inc. New +539,751+539.8k
MGO ONE SEVEN LLC New +228,014+228.0k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Added +210,644+210.6k
Recurrent Investment Advisors LLC Added +168,830+168.8k
FMR LLC Added +151,800+151.8k
Jackson Hole Capital Partners, LLC Added +142,071+142.1k
Progeny 3, Inc. Added +94,280+94.3k
Crescent Grove Advisors, LLC Added +76,585+76.6k
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Added +70,000+70.0k
SIMPLEX TRADING, LLC Added +36,715+36.7k

Biggest sellers

Atlanta Consulting Group Advisors, LLC Reduced -1,158,740-1.2m
BANK OF AMERICA CORP /DE/ Reduced -720,968-721.0k
JPMORGAN CHASE & CO Reduced -711,323-711.3k
GOLDMAN SACHS GROUP INC Reduced -276,328-276.3k
MAGNOLIA GROUP, LLC Reduced -166,521-166.5k
MORGAN STANLEY Reduced -136,830-136.8k
Castalian Partners, LLC Sold out -127,531-127.5k
NOMURA HOLDINGS INC Sold out -125,000-125.0k
Optimist Retirement Group LLC Sold out -90,404-90.4k
CITADEL ADVISORS LLC Reduced -90,394-90.4k

Biggest calls

SoftVest Advisors, LLC Added $13.6m500.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $12.2m446.3k shares
WOLVERINE TRADING, LLC New $10.1m378.0k shares
GROUP ONE TRADING LLC Added $5.7m209.8k shares
CITADEL ADVISORS LLC Added $4.8m176.0k shares
SIMPLEX TRADING, LLC Added $3.3m120.2k shares
JANE STREET GROUP, LLC Added $2.3m82.5k shares
PEAK6 LLC Reduced $1.4m50.4k shares
Squarepoint Ops LLC Reduced $1.0m37.6k shares
Caption Management, LLC New $545.6k20.0k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $6.0m219.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.6m167.3k shares
SIMPLEX TRADING, LLC Reduced $2.4m89.5k shares
Caption Management, LLC New $1.4m50.0k shares
GROUP ONE TRADING LLC Added $1.2m42.7k shares
WOLVERINE TRADING, LLC New $759.8k28.5k shares
IMC-Chicago, LLC Reduced $286.4k10.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—1$1.3m—
Q1 20250—1$1.3m—
DateInsiderTradeSharesPrice ValueTheir holding
2025-03-14 Whelan Timothy J SENIOR VICE PRESIDENT SALES Sold 50,000 $25.13 $1.3m50.0k shares -35%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MAGNOLIA GROUP, LLC 15.11% of their portfolio OMAHA, NE 3,268,3503.3m $89.2m $89.2m 15.11% Reduced -166.5k -166,521
2 Progeny 3, Inc. 5.70% of their portfolio KIRKLAND, WA 3,036,4913.0m $82.8m $82.8m 5.70% Added +94.3k +94,280
3 Jackson Hole Capital Partners, LLC 11.36% of their portfolio TULSA, OK 2,098,6192.1m $57.3m $57.3m 11.36% Added +142.1k +142,071
4 Recurrent Investment Advisors LLC 3.05% of their portfolio HOUSTON, TX 1,319,9001.3m $36.0m $36.0m 3.05% Added +168.8k +168,830
5 Atlanta Consulting Group Advisors, LLC 9.24% of their portfolio ATLANTA, GA 1,160,7401.2m $31.7m $31.7m 9.24% Reduced -1.2m -1,158,740
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,157,6551.2m $31.6m $31.6m 0.00% Reduced -721.0k -720,968
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,104,1301.1m $30.1m $30.1m 0.00% Reduced -711.3k -711,323
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 879,795879.8k $24.0m $24.0m 0.00% Reduced -136.8k -136,830
9 FMR LLC 0.00% of their portfolio BOSTON, MA 825,390825.4k $22.5m $22.5m 0.00% Added +151.8k +151,800
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 555,667555.7k $15.2m $15.2m 0.01% Added +1.7k +1,697
11 Huntleigh Advisors, Inc. 2.37% of their portfolio ST. LOUIS, MO 539,751539.8k $14.2m $14.2m 2.37% New
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio CAUSEWAY BAY, K3 494,872494.9k $13.5m $13.5m 0.03% Added +210.6k +210,644
13 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 429,852429.9k $11.7m $11.7m 0.00% Added +6.4k +6,370
14 VISTA INVESTMENT PARTNERS LLC 3.02% of their portfolio Oklahoma City, OK 363,672363.7k $9.9m $9.9m 3.02% Added +16.0k +16,041
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 344,541344.5k $9.4m $9.4m 0.00% Reduced -276.3k -276,328
16 Adams Asset Advisors, LLC 1.23% of their portfolio DALLAS, TX 330,067330.1k $9.0m $9.0m 1.23% Unchanged
17 Fairbanks Capital Management, Inc. 5.09% of their portfolio RANCHO SANTA FE, CA 290,325290.3k $7.9m $7.9m 5.09% Reduced -11.5k -11,478
18 Bienville Capital Management, LLC 1.75% of their portfolio New York, NY 264,578264.6k $7.2m $7.2m 1.75% Reduced -5.3k -5,274
19 Full Sail Capital, LLC 0.45% of their portfolio OKLAHOMA CITY, OK 252,193252.2k $6.9m $6.9m 0.45% Unchanged
20 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.42% of their portfolio DALLAS, TX 250,000250.0k $6.8m $6.8m 0.42% Added +70.0k +70,000
21 MGO ONE SEVEN LLC 0.24% of their portfolio Beachwood, OH 228,014228.0k $6.2m $6.2m 0.24% New
22 Prescott Group Capital Management, L.L.C. 0.84% of their portfolio Tulsa, OK 213,200213.2k $5.8m $5.8m 0.84% Unchanged
23 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 207,375207.4k $5.7m $5.7m 0.01% Reduced -10.2k -10,204
24 KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio BROOKLYN, OH 200,000200.0k $5.5m $5.5m 0.02% Unchanged
25 Crescent Grove Advisors, LLC 0.57% of their portfolio LAKE FOREST, IL 199,454199.5k $5.4m $5.4m 0.57% Added +76.6k +76,585
26 Energy Income Partners, LLC 0.09% of their portfolio Westport, CT 168,811168.8k $4.6m $4.6m 0.09% Added +5.8k +5,820
27 Pinnacle Holdings, LLC 1.33% of their portfolio TULSA, OK 128,216128.2k $3.5m $3.5m 1.33% Reduced -80 -80
28 Miller Value Partners, LLC 1.58% of their portfolio SARASOTA, FL 127,000127.0k $3.5m $3.5m 1.58% Unchanged
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 125,509125.5k $3.4m $3.4m 0.00% Reduced -5.6k -5,569
30 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 117,394117.4k $3.2m $3.2m 0.00% Reduced -2.9k -2,900
31 EXCHANGE TRADED CONCEPTS, LLC 0.05% of their portfolio Oklahoma City, OK 101,131101.1k $2.8m $2.8m 0.05% Added +28.6k +28,608
32 GraniteShares Advisors LLC 1.75% of their portfolio NEW YORK, NY 100,935100.9k $2.8m $2.8m 1.75% Added +6.1k +6,120
33 CAPITAL ADVISORS INC/OK 0.05% of their portfolio TULSA, OK 99,02499.0k $2.7m $2.7m 0.05% Unchanged
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 85,00285.0k $2.3m $2.3m 0.00% Added +4.2k +4,161
35 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 80,79780.8k $2.2m $2.2m 0.00% Added +6.8k +6,810
36 Orvieto Partners, L.P. 1.88% of their portfolio BOSTON, MA 78,74478.7k $2.1m $2.1m 1.88% Unchanged
37 NFC Investments, LLC 0.57% of their portfolio MEMPHIS, TN 70,40070.4k $1.9m $1.9m 0.57% Added +600 +600
38 Hidden Cove Wealth Management, LLC 1.51% of their portfolio Bainbridge Island, WA 70,15970.2k $1.9m $1.9m 1.51% Added +35.1k +35,100
39 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 64,72664.7k $1.8m $1.8m 0.00% Added +399 +399
40 U.S. Capital Wealth Advisors, LLC 0.05% of their portfolio AUSTIN, TX 64,47764.5k $1.8m $1.8m 0.05% Added +4.0k +3,977
41 Disciplined Investments, LLC 0.77% of their portfolio TULSA, OK 61,53361.5k $1.7m $1.7m 0.77% Added +1.5k +1,549
42 HORIZON KINETICS ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 59,39259.4k $1.6m $1.6m 0.02% Added +4.6k +4,631
43 Pekin Hardy Strauss, Inc. 0.19% of their portfolio CHICAGO, IL 56,20556.2k $1.5m $1.5m 0.19% Added +9.3k +9,300
44 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 55,23855.2k $1.5m $1.5m 0.00% Added +2.6k +2,604
45 Autumn Glory Partners, LLC 0.71% of their portfolio DALLAS, TX 52,30052.3k $1.4m $1.4m 0.71% Unchanged
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 52,26852.3k $1.4m $1.4m 0.00% Added +3.9k +3,880
47 Grassi Investment Management 0.13% of their portfolio SANTA CLARA, CA 52,00052.0k $1.4m $1.4m 0.13% Unchanged
48 SIMPLEX TRADING, LLC 0.05% of their portfolio CHICAGO, IL 51,33251.3k $1.4m $1.4m 0.05% Added +36.7k +36,715
49 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 47,68947.7k $1.3m $1.3m 0.01% Added +13.2k +13,188
50 BOKF, NA 0.02% of their portfolio TULSA, OK 46,08646.1k $1.3m $1.3m 0.02% Added +1.6k +1,640
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,28041.3k $1.1m $1.1m 0.00% Added +6.2k +6,162
52 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,83640.8k $1.1m $1.1m 0.00% Reduced -90.4k -90,394
53 Anthracite Investment Company, Inc. 0.68% of their portfolio FORT WORTH, TX 39,75139.8k $1.1m $1.1m 0.68% Unchanged
54 Bramshill Investments, LLC 0.10% of their portfolio NAPLES, FL 35,76035.8k $975.5k $975.5k 0.10% Added +37 +37
55 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 34,20034.2k $933.0k $933.0k 0.01% Unchanged
56 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 34,00034.0k $927.5k $927.5k 0.04% New
57 COWA, LLC 0.39% of their portfolio Tulsa, OK 33,55833.6k $915.5k $915.5k 0.39% Unchanged
58 Jaffetilchin Investment Partners, LLC 0.07% of their portfolio TAMPA, FL 33,07833.1k $902.4k $902.4k 0.07% Added +2.8k +2,798
59 Formidable Asset Management, LLC 0.15% of their portfolio CINCINNATI, OH 32,67332.7k $891.3k $891.3k 0.15% Reduced -2.2k -2,226
60 RiverFront Investment Group, LLC 0.02% of their portfolio RICHMOND, VA 32,00032.0k $873.0k $873.0k 0.02% Unchanged
61 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 31,87131.9k $869.5k $869.5k 0.00% Added +6.1k +6,090
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 30,61030.6k $835.0k $835.0k 0.00% Added +1.6k +1,632
63 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 29,97530.0k $817.7k $817.7k 0.02% Added +3.3k +3,265
64 Inspire Investing, LLC 0.09% of their portfolio MERIDIAN, ID 28,94428.9k $789.6k $789.6k 0.09% New
65 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 27,92927.9k $761.9k $761.9k 0.02% Added +5.9k +5,857
66 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,90327.9k $761.0k $761.0k 0.00% Added +1.1k +1,070
67 INTRUST BANK NA 0.07% of their portfolio WICHITA, KS 27,09727.1k $739.2k $739.2k 0.07% Unchanged
68 AlphaCore Capital LLC 0.06% of their portfolio LA JOLLA, CA 26,09126.1k $711.8k $711.8k 0.06% Added +8.4k +8,444
69 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 25,80225.8k $703.9k $703.9k 0.00% Added +2.8k +2,753
70 AMERICAN FINANCIAL GROUP INC 0.30% of their portfolio CINCINNATI, OH 25,50025.5k $695.6k $695.6k 0.30% Unchanged
71 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,00025.0k $682.0k $682.0k 0.00% Added +5.0k +5,000
72 Orion Investment Co 0.28% of their portfolio ST. LOUIS, MO 24,80024.8k $676.5k $676.5k 0.28% New
73 BCS Wealth Management 0.16% of their portfolio JOHNSON CITY, TN 22,45922.5k $613.0k $613.0k 0.16% Added +2.5k +2,488
74 COMMUNITY TRUST & INVESTMENT CO 0.04% of their portfolio LEXINGTON, KY 21,00021.0k $572.9k $572.9k 0.04% Unchanged
75 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 20,00020.0k $545.6k $545.6k 0.00% Unchanged
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,05819.1k $519.0k $519.0k 0.00% Added +1.3k +1,254
77 Texas Yale Capital Corp. 0.02% of their portfolio ST. PETERSBURG, FL 18,97719.0k $517.7k $517.7k 0.02% Added +6.0k +6,040
78 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 18,94118.9k $516.7k $516.7k 0.01% Reduced -7.5k -7,511
79 Quantum Portfolio Management LLC 0.25% of their portfolio NEW YORK, NY 17,79017.8k $485.3k $485.3k 0.25% Reduced -3.6k -3,584
80 Vident Advisory, LLC 0.01% of their portfolio Alpharetta, GA 17,70417.7k $483.0k $483.0k 0.01% Reduced -717 -717
81 MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 0.34% of their portfolio ORLEANS, MA 17,00017.0k $463.8k $463.8k 0.34% Reduced -2.0k -2,000
82 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,65416.7k $454.3k $454.3k 0.00% Added +953 +953
83 Cadent Capital Advisors, LLC 0.16% of their portfolio TULSA, OK 15,77615.8k $430.4k $430.4k 0.16% Reduced -8.0k -8,040
84 Severin Investments, LLC 0.43% of their portfolio ST. LOUIS, MO 15,68415.7k $427.9k $427.9k 0.43% Added +798 +798
85 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 15,65015.7k $426.9k $426.9k 0.00% Added +4.8k +4,800
86 HOURGLASS CAPITAL, LLC 0.11% of their portfolio HOUSTON, TX 15,00015.0k $409.2k $409.2k 0.11% New
87 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 14,75214.8k $402.4k $402.4k 0.02% Added +2.6k +2,600
88 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,64614.6k $399.5k $399.5k 0.00% New
89 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 14,32514.3k $390.8k $390.8k 0.00% Reduced -341 -341
90 U S GLOBAL INVESTORS INC 0.05% of their portfolio SAN ANTONIO, TX 14,00014.0k $381.9k $381.9k 0.05% New
91 Callahan Advisors, LLC 0.04% of their portfolio Houston, TX 14,00014.0k $381.9k $381.9k 0.04% Unchanged
92 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 13,55513.6k $369.8k $369.8k 0.00% Reduced -918 -918
93 JACKSON THORNTON WEALTH MANAGEMENT, LLC 0.05% of their portfolio MONTGOMERY, AL 13,55513.6k $368.3k $368.3k 0.05% Reduced -918 -918
94 Fort Sheridan Advisors LLC 0.06% of their portfolio HIGHLAND PARK, IL 13,37513.4k $364.9k $364.9k 0.06% New
95 Inscription Capital, LLC 0.04% of their portfolio HOUSTON, TX 13,05213.1k $261.7k $261.7k 0.04% First filing
96 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 12,61212.6k $344.1k $344.1k 0.01% Unchanged
97 HUB Investment Partners, LLC 0.01% of their portfolio AUSTIN, TX 12,59512.6k $343.6k $343.6k 0.01% New
98 HOWE & RUSLING INC 0.03% of their portfolio ROCHESTER, NY 12,00012.0k $327.4k $327.4k 0.03% Unchanged
99 DOLIVER ADVISORS, LP 0.09% of their portfolio HOUSTON, TX 12,00012.0k $327.4k $327.4k 0.09% Unchanged
100 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,47011.5k $312.9k $312.9k 0.00% Reduced -8.0k -8,036