Purchases and Sales Made in Q4 2023 in Amplify ETF Tr Trnsformational (BLOK)
This table provides information about the institutional ownership of Amplify ETF Tr Trnsformational (BLOK) during Q4 2023. The information is specifically focused on institutions that hold shares of AMPLIFY ETF TR TRNSFORMATIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.16K+ 8.67% |
$22.2K - $37.3K
|
14.5K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
900+ 34.62% |
$17.2K - $28.9K
|
3.5K
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
831+ 1.36% |
$15.9K - $26.7K
|
62K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
653+ 6.34% |
$12.5K - $21K
|
11K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
560+ 0.98% |
$10.7K - $18K
|
57.5K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
550+ 5.18% |
$10.5K - $17.7K
|
11.2K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
492New |
$9.41K - $15.8K
|
492
$23.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
482+ 25.6% |
$9.22K - $15.5K
|
2.37K
$114K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
354New |
$6.77K - $11.4K
|
354
$17K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
293+ 2.16% |
$5.6K - $9.42K
|
13.9K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
247New |
$4.72K - $7.94K
|
247
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
239+ 2.19% |
$4.57K - $7.69K
|
11.1K
$535K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
234+ 0.56% |
$4.47K - $7.53K
|
42.1K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
225+ 3.07% |
$4.3K - $7.24K
|
7.55K
$363K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$3.82K - $6.43K
|
200
$9.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
155New |
$2.96K - $4.98K
|
155
$7.45K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
128+ 27.06% |
$2.45K - $4.12K
|
601
$28.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
121New |
$2.31K - $3.89K
|
121
$5.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
83+ 53.9% |
$1.59K - $2.67K
|
237
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
71New |
$1.36K - $2.28K
|
71
$3.41K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
64+ 58.72% |
$1.22K - $2.06K
|
173
$8.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
41New |
$784 - $1.32K
|
41
$1.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.44% |
$306 - $515
|
3.63K
$175K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15New |
$287 - $482
|
15
$721
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
14New |
$268 - $450
|
14
$673
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$210 - $354
|
11
$529
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
5+ 27.78% |
$95.6 - $161
|
23
$1.11K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.14% |
$19.1 - $32.2
|
735
$35.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.19% |
$19.1 - $32.2
|
526
$25.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$19.1 - $32.2
|
1
$48.1
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1+ 0.03% |
$19.1 - $32.2
|
3.56K
$171K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-19- 0.84% |
$363 - $611
|
2.24K
$108K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-20- 66.67% |
$382 - $643
|
10
$481
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 13.65% |
$765 - $1.29K
|
253
$12.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-51- 7.61% |
$975 - $1.64K
|
619
$29.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-66- 0.18% |
$1.26K - $2.12K
|
36.4K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-79- 2.95% |
$1.51K - $2.54K
|
2.6K
$125K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-86- 1.5% |
$1.64K - $2.77K
|
5.66K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-110- 34.81% |
$2.1K - $3.54K
|
206
$9.91K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-112- 3.08% |
$2.14K - $3.6K
|
3.53K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-120- 37.38% |
$2.29K - $3.86K
|
201
$9.67K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-120- 82.76% |
$2.29K - $3.86K
|
25
$1.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-128- 0.58% |
$2.45K - $4.12K
|
21.9K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-155- 0.57% |
$2.96K - $4.98K
|
26.9K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-184- 0.24% |
$3.52K - $5.92K
|
75.2K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 4.3% |
$3.82K - $6.43K
|
4.46K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-214- 0.86% |
$4.09K - $6.88K
|
24.8K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-225- 2.17% |
$4.3K - $7.24K
|
10.1K
$487K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 26.71% |
$5.74K - $9.65K
|
823
$39.6K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-349- 3.37% |
$6.67K - $11.2K
|
10K
$482K
|