ALLIANCE RESOURCE PARTNERS L ARLP
UT LTD PART · MLP · CUSIP 01877R108
Coal company based in USA
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 124 |
| Q4 2022 | 126 |
| Q1 2023 | 124 |
| Q2 2023 | 128 |
| Q3 2023 | 142 |
| Q4 2023 | 139 |
| Q1 2024 | 139 |
| Q2 2024 | 158 |
| Q3 2024 | 152 |
| Q4 2024 | 164 |
| Q1 2025 | 161 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 67 | 44 |
| Q3 2023 | 63 | 56 |
| Q4 2023 | 70 | 49 |
| Q1 2024 | 69 | 54 |
| Q2 2024 | 75 | 52 |
| Q3 2024 | 66 | 56 |
| Q4 2024 | 67 | 49 |
| Q1 2025 | 83 | 56 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $34.6m | $13.2m | 0.38 |
| Q3 2024 | $37.2m | $12.1m | 0.33 |
| Q4 2024 | $34.7m | $18.2m | 0.52 |
| Q1 2025 | $55.3m | $16.6m | 0.30 |
Biggest buyers
| Huntleigh Advisors, Inc. | New | +539.8k |
| MGO ONE SEVEN LLC | New | +228.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +210.6k |
| Recurrent Investment Advisors LLC | Added | +168.8k |
| FMR LLC | Added | +151.8k |
| Jackson Hole Capital Partners, LLC | Added | +142.1k |
| Progeny 3, Inc. | Added | +94.3k |
| Crescent Grove Advisors, LLC | Added | +76.6k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | Added | +70.0k |
| SIMPLEX TRADING, LLC | Added | +36.7k |
Biggest sellers
| Atlanta Consulting Group Advisors, LLC | Reduced | -1.2m |
| BANK OF AMERICA CORP /DE/ | Reduced | -721.0k |
| JPMORGAN CHASE & CO | Reduced | -711.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -276.3k |
| MAGNOLIA GROUP, LLC | Reduced | -166.5k |
| MORGAN STANLEY | Reduced | -136.8k |
| Castalian Partners, LLC | Sold out | -127.5k |
| NOMURA HOLDINGS INC | Sold out | -125.0k |
| Optimist Retirement Group LLC | Sold out | -90.4k |
| CITADEL ADVISORS LLC | Reduced | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $1.3m | — |
| Q1 2025 | 0 | — | 1 | $1.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-14 | Whelan Timothy J SENIOR VICE PRESIDENT SALES | Sold | $1.3m50.0k shares |
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
| Manager | Shares | Change |
|---|---|---|
| MAGNOLIA GROUP, LLC 15.11% of their portfolio | 3.3m $89.2m | Reduced -166.5k |
| Progeny 3, Inc. 5.70% of their portfolio | 3.0m $82.8m | Added +94.3k |
| Jackson Hole Capital Partners, LLC 11.36% of their portfolio | 2.1m $57.3m | Added +142.1k |
| Recurrent Investment Advisors LLC 3.05% of their portfolio | 1.3m $36.0m | Added +168.8k |
| Atlanta Consulting Group Advisors, LLC 9.24% of their portfolio | 1.2m $31.7m | Reduced -1.2m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $31.6m | Reduced -721.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $30.1m | Reduced -711.3k |
| MORGAN STANLEY 0.00% of their portfolio | 879.8k $24.0m | Reduced -136.8k |
| FMR LLC 0.00% of their portfolio | 825.4k $22.5m | Added +151.8k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 555.7k $15.2m | Added +1.7k |
| Huntleigh Advisors, Inc. 2.37% of their portfolio | 539.8k $14.2m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 494.9k $13.5m | Added +210.6k |
| Invesco Ltd. 0.00% of their portfolio | 429.9k $11.7m | Added +6.4k |
| VISTA INVESTMENT PARTNERS LLC 3.02% of their portfolio | 363.7k $9.9m | Added +16.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 344.5k $9.4m | Reduced -276.3k |
| Adams Asset Advisors, LLC 1.23% of their portfolio | 330.1k $9.0m | Unchanged |
| Fairbanks Capital Management, Inc. 5.09% of their portfolio | 290.3k $7.9m | Reduced -11.5k |
| Bienville Capital Management, LLC 1.75% of their portfolio | 264.6k $7.2m | Reduced -5.3k |
| Full Sail Capital, LLC 0.45% of their portfolio | 252.2k $6.9m | Unchanged |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.42% of their portfolio | 250.0k $6.8m | Added +70.0k |
| MGO ONE SEVEN LLC 0.24% of their portfolio | 228.0k $6.2m | New |
| Prescott Group Capital Management, L.L.C. 0.84% of their portfolio | 213.2k $5.8m | Unchanged |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 207.4k $5.7m | Reduced -10.2k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio | 200.0k $5.5m | Unchanged |
| Crescent Grove Advisors, LLC 0.57% of their portfolio | 199.5k $5.4m | Added +76.6k |
| Energy Income Partners, LLC 0.09% of their portfolio | 168.8k $4.6m | Added +5.8k |
| Pinnacle Holdings, LLC 1.33% of their portfolio | 128.2k $3.5m | Reduced -80 |
| Miller Value Partners, LLC 1.58% of their portfolio | 127.0k $3.5m | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 125.5k $3.4m | Reduced -5.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 117.4k $3.2m | Reduced -2.9k |
| EXCHANGE TRADED CONCEPTS, LLC 0.05% of their portfolio | 101.1k $2.8m | Added +28.6k |
| GraniteShares Advisors LLC 1.75% of their portfolio | 100.9k $2.8m | Added +6.1k |
| CAPITAL ADVISORS INC/OK 0.05% of their portfolio | 99.0k $2.7m | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 85.0k $2.3m | Added +4.2k |
| LPL Financial LLC 0.00% of their portfolio | 80.8k $2.2m | Added +6.8k |
| Orvieto Partners, L.P. 1.88% of their portfolio | 78.7k $2.1m | Unchanged |
| NFC Investments, LLC 0.57% of their portfolio | 70.4k $1.9m | Added +600 |
| Hidden Cove Wealth Management, LLC 1.51% of their portfolio | 70.2k $1.9m | Added +35.1k |
| Creative Planning 0.00% of their portfolio | 64.7k $1.8m | Added +399 |
| U.S. Capital Wealth Advisors, LLC 0.05% of their portfolio | 64.5k $1.8m | Added +4.0k |
| Disciplined Investments, LLC 0.77% of their portfolio | 61.5k $1.7m | Added +1.5k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.02% of their portfolio | 59.4k $1.6m | Added +4.6k |
| Pekin Hardy Strauss, Inc. 0.19% of their portfolio | 56.2k $1.5m | Added +9.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 55.2k $1.5m | Added +2.6k |
| Autumn Glory Partners, LLC 0.71% of their portfolio | 52.3k $1.4m | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 52.3k $1.4m | Added +3.9k |
| Grassi Investment Management 0.13% of their portfolio | 52.0k $1.4m | Unchanged |
| SIMPLEX TRADING, LLC 0.05% of their portfolio | 51.3k $1.4m | Added +36.7k |
| Tidal Investments LLC 0.01% of their portfolio | 47.7k $1.3m | Added +13.2k |
| BOKF, NA 0.02% of their portfolio | 46.1k $1.3m | Added +1.6k |
| UBS Group AG 0.00% of their portfolio | 41.3k $1.1m | Added +6.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 40.8k $1.1m | Reduced -90.4k |
| Anthracite Investment Company, Inc. 0.68% of their portfolio | 39.8k $1.1m | Unchanged |
| Bramshill Investments, LLC 0.10% of their portfolio | 35.8k $975.5k | Added +37 |
| GABELLI FUNDS LLC 0.01% of their portfolio | 34.2k $933.0k | Unchanged |
| INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio | 34.0k $927.5k | New |
| COWA, LLC 0.39% of their portfolio | 33.6k $915.5k | Unchanged |
| Jaffetilchin Investment Partners, LLC 0.07% of their portfolio | 33.1k $902.4k | Added +2.8k |
| Formidable Asset Management, LLC 0.15% of their portfolio | 32.7k $891.3k | Reduced -2.2k |
| RiverFront Investment Group, LLC 0.02% of their portfolio | 32.0k $873.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 31.9k $869.5k | Added +6.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 30.6k $835.0k | Added +1.6k |
| Concurrent Investment Advisors, LLC 0.02% of their portfolio | 30.0k $817.7k | Added +3.3k |
| Inspire Investing, LLC 0.09% of their portfolio | 28.9k $789.6k | New |
| J.W. COLE ADVISORS, INC. 0.02% of their portfolio | 27.9k $761.9k | Added +5.9k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 27.9k $761.0k | Added +1.1k |
| INTRUST BANK NA 0.07% of their portfolio | 27.1k $739.2k | Unchanged |
| AlphaCore Capital LLC 0.06% of their portfolio | 26.1k $711.8k | Added +8.4k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 25.8k $703.9k | Added +2.8k |
| AMERICAN FINANCIAL GROUP INC 0.30% of their portfolio | 25.5k $695.6k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 25.0k $682.0k | Added +5.0k |
| Orion Investment Co 0.28% of their portfolio | 24.8k $676.5k | New |
| BCS Wealth Management 0.16% of their portfolio | 22.5k $613.0k | Added +2.5k |
| COMMUNITY TRUST & INVESTMENT CO 0.04% of their portfolio | 21.0k $572.9k | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 20.0k $545.6k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 19.1k $519.0k | Added +1.3k |
| Texas Yale Capital Corp. 0.02% of their portfolio | 19.0k $517.7k | Added +6.0k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 18.9k $516.7k | Reduced -7.5k |
| Quantum Portfolio Management LLC 0.25% of their portfolio | 17.8k $485.3k | Reduced -3.6k |
| Vident Advisory, LLC 0.01% of their portfolio | 17.7k $483.0k | Reduced -717 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 0.34% of their portfolio | 17.0k $463.8k | Reduced -2.0k |
| Mariner, LLC 0.00% of their portfolio | 16.7k $454.3k | Added +953 |
| Cadent Capital Advisors, LLC 0.16% of their portfolio | 15.8k $430.4k | Reduced -8.0k |
| Severin Investments, LLC 0.43% of their portfolio | 15.7k $427.9k | Added +798 |
| DAVENPORT & Co LLC 0.00% of their portfolio | 15.7k $426.9k | Added +4.8k |
| HOURGLASS CAPITAL, LLC 0.11% of their portfolio | 15.0k $409.2k | New |
| Moors & Cabot, Inc. 0.02% of their portfolio | 14.8k $402.4k | Added +2.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 14.6k $399.5k | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 14.3k $390.8k | Reduced -341 |
| U S GLOBAL INVESTORS INC 0.05% of their portfolio | 14.0k $381.9k | New |
| Callahan Advisors, LLC 0.04% of their portfolio | 14.0k $381.9k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 13.6k $369.8k | Reduced -918 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC 0.05% of their portfolio | 13.6k $368.3k | Reduced -918 |
| Fort Sheridan Advisors LLC 0.06% of their portfolio | 13.4k $364.9k | New |
| Inscription Capital, LLC 0.04% of their portfolio | 13.1k $261.7k | First filing |
| Clearstead Advisors, LLC 0.01% of their portfolio | 12.6k $344.1k | Unchanged |
| HUB Investment Partners, LLC 0.01% of their portfolio | 12.6k $343.6k | New |
| HOWE & RUSLING INC 0.03% of their portfolio | 12.0k $327.4k | Unchanged |
| DOLIVER ADVISORS, LP 0.09% of their portfolio | 12.0k $327.4k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.5k $312.9k | Reduced -8.0k |