Purchases and Sales Made in Q4 2023 in Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Newfleet (NFLT) during Q4 2023. The information is specifically focused on institutions that hold shares of ETFIS SER TR I VIRTUS NEWFLEET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.5K+ 174.61% |
$877K - $937K
|
65.3K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.9KNew |
$652K - $697K
|
30.9K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.8KNew |
$375K - $400K
|
17.8K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1K+ 28.89% |
$277K - $296K
|
58.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.27K+ 65.48% |
$196K - $209K
|
23.4K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.47K+ 2151.3% |
$158K - $168K
|
7.81K
$178K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.68K+ 23.41% |
$98.8K - $106K
|
24.7K
$562K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28K+ 459.07% |
$48.1K - $51.3K
|
2.77K
$63.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 0.39% |
$29.2K - $31.2K
|
358K
$8.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
828+ 0.63% |
$17.5K - $18.7K
|
133K
$3.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
802+ 0.66% |
$16.9K - $18.1K
|
122K
$2.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
489+ 1.26% |
$10.3K - $11K
|
39.4K
$898K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
489+ 1.26% |
$10.3K - $11K
|
39.4K
$898K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17New |
$359 - $383
|
17
$387
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.28% |
$21.1 - $22.6
|
359
$8.17K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.28% |
$21.1 - $22.6
|
359
$8.17K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.78% |
$21.1 - $22.6
|
37
$842
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.1 - $22.6
|
1
$22.8
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 2.25% |
$42.2 - $45.1
|
87
$1.98K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 0.34% |
$148 - $158
|
2.04K
$46.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-242- 85.82% |
$5.11K - $5.46K
|
40
$911
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-780- 5.13% |
$16.5K - $17.6K
|
14.4K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.07K- 8.98% |
$22.5K - $24K
|
10.8K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.12K- 96.47% |
$23.6K - $25.3K
|
41
$934
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5K- 9.09% |
$106K - $113K
|
50K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.29K- 20.76% |
$154K - $164K
|
27.8K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 36.66% |
$336K - $359K
|
27.5K
$625K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-461K- 39.31% |
$9.72M - $10.4M
|
711K
$16.2M
|