Purchases and Sales Made in Q4 2023 in Tidal ETF Tr Foliobeyond Risin (RISR)
This table provides information about the institutional ownership of Tidal ETF Tr Foliobeyond Risin (RISR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
100KNew |
$3.1M - $3.44M
|
100K
$3.68M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66.2K+ 49.06% |
$2.05M - $2.27M
|
201K
$7.39M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.9KNew |
$708K - $787K
|
22.9K
$843K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3K+ 69.35% |
$534K - $593K
|
42.2K
$1.55M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.12K+ 253.57% |
$282K - $313K
|
12.7K
$468K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.89KNew |
$213K - $236K
|
6.89K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.43KNew |
$199K - $221K
|
6.43K
$236K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 364.16% |
$98.6K - $110K
|
4.07K
$150K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.62K+ 25.98% |
$81.1K - $90.1K
|
12.7K
$468K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.12K+ 8.17% |
$34.6K - $38.4K
|
14.8K
$545K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1KNew |
$30.9K - $34.3K
|
1K
$36.8K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40+ 0.16% |
$1.24K - $1.37K
|
25.1K
$924K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$92.7 - $103
|
3
$110
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2New |
$61.8 - $68.7
|
2
$73.5
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-73- 21.16% |
$2.26K - $2.51K
|
272
$10K
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-162Closed |
$5.01K - $5.56K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-272- 3.96% |
$8.4K - $9.34K
|
6.59K
$242K
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-500- 6.58% |
$15.5K - $17.2K
|
7.1K
$261K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.4K- 7.03% |
$43.3K - $48.1K
|
18.5K
$680K
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.33K- 8.1% |
$71.8K - $79.8K
|
26.4K
$970K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.03K- 27.31% |
$125K - $138K
|
10.7K
$395K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.6K- 31.75% |
$359K - $399K
|
25K
$919K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.5K- 55.25% |
$417K - $463K
|
10.9K
$402K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 21.24% |
$462K - $513K
|
55.4K
$2.04M
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-20.3K- 8.62% |
$627K - $697K
|
215K
$7.92M
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-25.2K- 22.35% |
$779K - $865K
|
87.5K
$3.22M
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-51.6K- 33.12% |
$1.59M - $1.77M
|
104K
$3.83M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-70.4K- 49.11% |
$2.17M - $2.42M
|
72.9K
$2.68M
|