Purchases and Sales Made in Q3 2023 in Etfis Ser Tr I (AMZA)
This table provides information about the institutional ownership of Etfis Ser Tr I (AMZA) during Q3 2023. The information is specifically focused on institutions that hold shares of ETFIS SER TR I.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37K+ 271.68% |
$1.22M - $1.32M
|
50.6K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 36.29% |
$668K - $723K
|
76.2K
$3.27M
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
9.19K+ 23.49% |
$302K - $327K
|
48.3K
$2.07M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.2K+ 18.73% |
$237K - $257K
|
45.6K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.72K+ 31.81% |
$221K - $239K
|
27.8K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
4.5KNew |
$148K - $160K
|
4.5K
$193K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.08K+ 2.9% |
$101K - $110K
|
109K
$4.69M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.33K+ 1.77% |
$76.7K - $83.1K
|
134K
$5.74M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.25K+ 749.67% |
$74K - $80.2K
|
2.55K
$109K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
672+ 274.29% |
$22.1K - $24K
|
917
$39.3K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
388+ 52.36% |
$12.8K - $13.8K
|
1.13K
$48.4K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
283+ 57.64% |
$9.31K - $10.1K
|
774
$33.2K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
131+ 2.06% |
$4.31K - $4.67K
|
6.48K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31+ 2.12% |
$1.02K - $1.1K
|
1.5K
$64.1K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14+ 16.28% |
$461 - $499
|
100
$4.29K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11+ 0.18% |
$362 - $392
|
6.29K
$270K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.41% |
$65.8 - $71.3
|
494
$21.2K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.5% |
$32.9 - $35.6
|
41
$1.76K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-164- 7.3% |
$5.4K - $5.84K
|
2.08K
$89.3K
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-574- 6.58% |
$18.9K - $20.5K
|
8.15K
$349K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 53.88% |
$32.9K - $35.6K
|
856
$36.7K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.44K- 2.35% |
$47.5K - $51.5K
|
59.9K
$2.57M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-184K- 87.03% |
$6.06M - $6.56M
|
27.4K
$1.18M
|