Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.5KNew |
$348K - $396K
|
13.5K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.57K+ 1.61% |
$40.5K - $46K
|
99.3K
$4.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 35.53% |
$32.5K - $37K
|
4.82K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.1K+ 26.99% |
$28.4K - $32.2K
|
5.18K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.09K+ 5.82% |
$28K - $31.9K
|
19.8K
$834K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
850+ 180.85% |
$21.9K - $24.9K
|
1.32K
$55.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
362+ 4.64% |
$9.32K - $10.6K
|
8.17K
$344K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
211+ 1.49% |
$5.43K - $6.18K
|
14.4K
$607K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
71+ 0.59% |
$1.83K - $2.08K
|
12K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33+ 5.32% |
$850 - $966
|
653
$27.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
17+ 2.55% |
$438 - $498
|
684
$28.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9+ 2.99% |
$232 - $264
|
310
$13.1K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.34% |
$25.8 - $29.3
|
294
$12.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-594- 3.09% |
$15.3K - $17.4K
|
18.6K
$786K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 2.61% |
$28.3K - $32.2K
|
40.9K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-1.34K- 1.79% |
$34.5K - $39.3K
|
73.4K
$3.1M
|