Purchases and Sales Made in Q1 2024 in Tidal ETF Tr Sofi 500 ETF (SFY)
This table provides information about the institutional ownership of Tidal ETF Tr Sofi 500 ETF (SFY) during Q1 2024. The information is specifically focused on institutions that hold shares of TIDAL ETF TR SOFI 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
1.76M+ 6.41% |
$29.3M - $32.9M
|
29.3M
$3.19B
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
63.6KNew |
$1.06M - $1.18M
|
63.6K
$6.93M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.1KNew |
$750K - $841K
|
45.1K
$4.92M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$168K - $188K
|
10.1K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.02K+ 14.41% |
$66.8K - $74.9K
|
31.9K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.08K+ 6.24% |
$51.2K - $57.4K
|
52.5K
$5.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.9K+ 22.78% |
$48.2K - $54K
|
15.6K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.64K+ 30.26% |
$27.3K - $30.6K
|
7.08K
$772K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
847New |
$14.1K - $15.8K
|
847
$92.4K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
578+ 38.23% |
$9.6K - $10.8K
|
2.09K
$228K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
507+ 32.03% |
$8.42K - $9.45K
|
2.09K
$228K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
432+ 16.51% |
$7.18K - $8.05K
|
3.05K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
432+ 16.51% |
$7.18K - $8.05K
|
3.05K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
380New |
$6.31K - $7.08K
|
380
$41.4K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
335New |
$5.56K - $6.24K
|
335
$36.5K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
279+ 6.86% |
$4.63K - $5.2K
|
4.34K
$474K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
247+ 2.06% |
$4.1K - $4.6K
|
12.2K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100+ 4.15% |
$1.66K - $1.86K
|
2.51K
$274K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
81+ 10.14% |
$1.35K - $1.51K
|
880
$96K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56New |
$930 - $1.04K
|
56
$6.11K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$16.6 - $18.6
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-482- 0.32% |
$8.01K - $8.98K
|
151K
$16.4M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-534- 1.19% |
$8.87K - $9.95K
|
44.2K
$4.82M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.44K- 44.47% |
$40.5K - $45.5K
|
3.05K
$332K
|