Purchases and Sales Made in Q3 2023 in Tidal ETF Tr Foliobeyond Risin (RISR)
This table provides information about the institutional ownership of Tidal ETF Tr Foliobeyond Risin (RISR) during Q3 2023. The information is specifically focused on institutions that hold shares of TIDAL ETF TR FOLIOBEYOND RISIN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280KNew |
$8.97M - $9.45M
|
280K
$10.3M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
77.7K+ 221.36% |
$2.49M - $2.62M
|
113K
$4.15M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
75.3K+ 126.17% |
$2.41M - $2.54M
|
135K
$4.96M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.9K+ 33.45% |
$1.15M - $1.21M
|
143K
$5.27M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.6K+ 128.05% |
$658K - $693K
|
36.6K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5KNew |
$496K - $523K
|
15.5K
$570K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7KNew |
$439K - $462K
|
13.7K
$504K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1KNew |
$323K - $341K
|
10.1K
$371K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9.41K+ 6.43% |
$301K - $318K
|
156K
$5.73M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.87KNew |
$220K - $232K
|
6.87K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.86KNew |
$220K - $232K
|
6.86K
$252K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.45K+ 8.4% |
$175K - $184K
|
70.4K
$2.59M
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.39K+ 18.06% |
$141K - $148K
|
28.7K
$1.06M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
876New |
$28.1K - $29.6K
|
876
$32.2K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
576New |
$18.4K - $19.4K
|
576
$21.2K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
202+ 141.26% |
$6.47K - $6.82K
|
345
$12.7K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
41+ 0.16% |
$1.31K - $1.38K
|
25.1K
$923K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-200- 2.56% |
$6.41K - $6.75K
|
7.6K
$279K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.17K- 17.66% |
$101K - $107K
|
14.8K
$543K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-11.6K- 36.8% |
$371K - $391K
|
19.9K
$732K
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-12.4K- 4.99% |
$396K - $418K
|
236K
$8.66M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 37.14% |
$462K - $487K
|
24.4K
$898K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-286K- 92.0% |
$9.17M - $9.66M
|
24.9K
$916K
|