Purchases and Sales Made in Q1 2025 in Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK) during Q1 2025. The information is specifically focused on institutions that hold shares of CAPITOL SER TR FAIRLEAD TACTIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.42K+ 104.48% |
$250K - $271K
|
18.4K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.88K+ 22.05% |
$156K - $169K
|
32.5K
$881K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.66KNew |
$70.7K - $76.5K
|
2.66K
$72.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.22K+ 12.7% |
$59K - $63.9K
|
19.7K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
650+ 5.0% |
$17.3K - $18.7K
|
13.6K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
173+ 60.92% |
$4.59K - $4.97K
|
457
$12.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
164+ 0.33% |
$4.36K - $4.71K
|
49.3K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126+ 0.42% |
$3.35K - $3.62K
|
30.3K
$821K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-515- 6.31% |
$13.7K - $14.8K
|
7.65K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-539- 2.21% |
$14.3K - $15.5K
|
23.9K
$647K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-610- 15.77% |
$16.2K - $17.5K
|
3.26K
$88.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.9K- 74.36% |
$77K - $83.3K
|
1K
$27.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-4.74K- 33.09% |
$126K - $136K
|
9.58K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-29.2K- 64.18% |
$776K - $840K
|
16.3K
$442K
|