Purchases and Sales Made in Q3 2023 in Impact Shs Fds I Tr Naacp Mino (NACP)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Naacp Mino (NACP) during Q3 2023. The information is specifically focused on institutions that hold shares of IMPACT SHS FDS I TR NAACP MINO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.5K+ 440.6% |
$355K - $381K
|
14.2K
$597K
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
11.2KNew |
$345K - $370K
|
11.2K
$472K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$152K - $164K
|
4.95K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.66KNew |
$51K - $54.7K
|
1.66K
$69.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
550+ 5.86% |
$16.9K - $18.2K
|
9.93K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
305+ 2.03% |
$9.38K - $10.1K
|
15.3K
$646K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
245New |
$7.54K - $8.09K
|
245
$10.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
169+ 2.98% |
$5.2K - $5.58K
|
5.83K
$246K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2New |
$61.5 - $66.1
|
2
$84.3
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-245- 1.75% |
$7.54K - $8.09K
|
13.8K
$580K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-276- 3.8% |
$8.49K - $9.12K
|
6.98K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-300- 2.55% |
$9.23K - $9.91K
|
11.4K
$482K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-427- 2.23% |
$13.1K - $14.1K
|
18.7K
$790K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-771- 0.77% |
$23.7K - $25.5K
|
98.8K
$4.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.56K- 7.61% |
$48.1K - $51.6K
|
19K
$800K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.84K- 4.43% |
$56.6K - $60.8K
|
39.7K
$1.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.66K- 18.23% |
$205K - $220K
|
29.9K
$1.26M
|