Purchases and Sales Made in Q4 2023 in Tidal ETF Tr Gotham 1000 Value (GVLU)
This table provides information about the institutional ownership of Tidal ETF Tr Gotham 1000 Value (GVLU) during Q4 2023. The information is specifically focused on institutions that hold shares of TIDAL ETF TR GOTHAM 1000 VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.6KNew |
$655K - $769K
|
34.6K
$887K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
28.9KNew |
$547K - $643K
|
28.9K
$741K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
25.3K+ 31.5% |
$478K - $562K
|
106K
$2.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.2K+ 16.34% |
$60.6K - $71.2K
|
22.8K
$584K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$3.78K - $4.45K
|
200
$5.13K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 0.36% |
$1.89K - $2.22K
|
27.9K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 1.02% |
$208 - $245
|
1.09K
$28K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.18K- 6.9% |
$60.2K - $70.7K
|
42.9K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-178K- 67.72% |
$3.37M - $3.96M
|
85K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-214K- 68.93% |
$4.05M - $4.76M
|
96.5K
$2.47M
|