Purchases and Sales Made in Q4 2023 in Amplify ETF Tr Amplify Cwp Enh (DIVO)
This table provides information about the institutional ownership of Amplify ETF Tr Amplify Cwp Enh (DIVO) during Q4 2023. The information is specifically focused on institutions that hold shares of AMPLIFY ETF TR AMPLIFY CWP ENH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
460K+ 19.25% |
$15.5M - $16.8M
|
2.85M
$119M
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
379KNew |
$12.8M - $13.9M
|
379K
$15.8M
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
301KNew |
$10.2M - $11M
|
301K
$12.6M
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
222KNew |
$7.49M - $8.13M
|
222K
$9.29M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
189KNew |
$6.36M - $6.91M
|
189K
$7.89M
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
182K+ 692.89% |
$6.14M - $6.66M
|
208K
$8.71M
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
182K+ 113.54% |
$6.13M - $6.65M
|
342K
$14.3M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
180KNew |
$6.07M - $6.6M
|
180K
$7.53M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
178K+ 364.65% |
$5.99M - $6.51M
|
227K
$9.47M
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
128KNew |
$4.3M - $4.67M
|
128K
$5.33M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
122K+ 10.79% |
$4.13M - $4.48M
|
1.26M
$52.5M
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
116KNew |
$3.91M - $4.25M
|
116K
$4.85M
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
104KNew |
$3.5M - $3.8M
|
104K
$4.34M
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
101K+ 89.84% |
$3.41M - $3.7M
|
214K
$8.94M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
88.3K+ 55.47% |
$2.98M - $3.23M
|
247K
$10.3M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
75.5KNew |
$2.54M - $2.76M
|
75.5K
$3.15M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.1KNew |
$2.3M - $2.49M
|
68.1K
$2.85M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.5K+ 8.12% |
$2.14M - $2.33M
|
846K
$35.3M
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
59.4KNew |
$2M - $2.17M
|
59.4K
$2.48M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
58.8KNew |
$1.98M - $2.15M
|
58.8K
$2.46M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.7K+ 10.64% |
$1.94M - $2.11M
|
600K
$25.1M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.3K+ 1.3% |
$1.8M - $1.95M
|
4.17M
$174M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
47.1K+ 26.23% |
$1.59M - $1.72M
|
226K
$9.46M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.3KNew |
$1.39M - $1.51M
|
41.3K
$1.73M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40.1KNew |
$1.35M - $1.47M
|
40.1K
$1.68M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
35.1KNew |
$1.18M - $1.28M
|
35.1K
$1.47M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
33KNew |
$1.11M - $1.21M
|
33K
$1.38M
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
32.2KNew |
$1.09M - $1.18M
|
32.2K
$1.35M
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
32.2KNew |
$1.08M - $1.18M
|
32.2K
$1.34M
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
28.6KNew |
$965K - $1.05M
|
28.6K
$1.2M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
24.5K+ 16.72% |
$827K - $898K
|
171K
$7.16M
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
24.2K+ 8.94% |
$816K - $886K
|
295K
$12.3M
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.2K+ 3.03% |
$815K - $885K
|
823K
$34.4M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
21.7K+ 10.1% |
$733K - $796K
|
237K
$9.91M
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
20.1K+ 9.06% |
$676K - $734K
|
241K
$10.1M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.8KNew |
$634K - $689K
|
18.8K
$786K
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
17.4K+ 1.6% |
$585K - $635K
|
1.1M
$46M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 3.43% |
$556K - $603K
|
496K
$20.7M
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
16.3K+ 5.29% |
$550K - $597K
|
324K
$13.6M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 194.35% |
$546K - $593K
|
24.5K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.4K+ 9.5% |
$520K - $564K
|
178K
$7.43M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 2.54% |
$502K - $545K
|
602K
$25.2M
|
|
Feb 07, 2024
Q4 2023
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
14.3KNew |
$481K - $522K
|
14.3K
$596K
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
14KNew |
$471K - $511K
|
14K
$584K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 2.41% |
$451K - $490K
|
567K
$23.7M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3KNew |
$414K - $450K
|
12.3K
$513K
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12.1KNew |
$407K - $442K
|
12.1K
$505K
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 12.68% |
$397K - $431K
|
105K
$4.37M
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.3K+ 12.98% |
$347K - $377K
|
89.7K
$3.75M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.93K+ 31.63% |
$335K - $363K
|
41.3K
$1.73M
|