Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
894K+ 3.36% |
$13M - $15.3M
|
27.5M
$3B
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
49.4KNew |
$721K - $844K
|
49.4K
$5.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
44.7KNew |
$652K - $764K
|
44.7K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.1KNew |
$600K - $703K
|
41.1K
$4.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$186K - $217K
|
12.7K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.98K+ 16.61% |
$58K - $67.9K
|
27.9K
$3.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$29.2K - $34.2K
|
2K
$218K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.14KNew |
$16.7K - $19.5K
|
1.14K
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
132New |
$1.93K - $2.25K
|
132
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56New |
$817 - $956
|
56
$6.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.65% |
$29.2 - $34.2
|
312
$34K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21- 0.51% |
$306 - $359
|
4.07K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-282- 84.43% |
$4.11K - $4.82K
|
52
$5.67K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-423- 14.93% |
$6.17K - $7.22K
|
2.41K
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-639- 5.06% |
$9.32K - $10.9K
|
12K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.48K- 1.6% |
$36.2K - $42.4K
|
152K
$16.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.87K- 52.34% |
$41.9K - $49.1K
|
2.62K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.18K- 2.06% |
$46.3K - $54.2K
|
151K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.78K- 41.05% |
$55.2K - $64.6K
|
5.43K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.98K- 85.59% |
$131K - $153K
|
1.51K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.1K- 79.46% |
$148K - $173K
|
2.62K
$285K
|