Purchases and Sales Made in Q3 2023 in Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
64.2K+ 2.87% |
$1.45M - $1.56M
|
2.3M
$63.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1K+ 7.95% |
$454K - $488K
|
273K
$7.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 4.59% |
$454K - $488K
|
458K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.3K+ 7.27% |
$437K - $469K
|
285K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4K+ 162.61% |
$325K - $349K
|
23.2K
$640K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$231K - $248K
|
10.3K
$282K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
5.51K+ 8.21% |
$124K - $134K
|
72.6K
$2M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.59K+ 6.55% |
$58.5K - $62.8K
|
42.1K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.14K+ 15.22% |
$48.3K - $51.8K
|
16.2K
$446K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 12.7% |
$9.03K - $9.7K
|
3.55K
$97.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-538- 3.26% |
$12.1K - $13K
|
16K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1K- 8.51% |
$22.6K - $24.2K
|
10.8K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.26K- 1.64% |
$28.3K - $30.4K
|
75.4K
$2.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.44K- 4.36% |
$32.5K - $34.9K
|
31.6K
$871K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.2K- 28.13% |
$94.8K - $102K
|
10.7K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.65K- 0.37% |
$128K - $137K
|
1.51M
$41.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.4K- 0.94% |
$281K - $302K
|
1.31M
$36.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 32.42% |
$292K - $313K
|
26.9K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.5K- 60.33% |
$306K - $328K
|
8.9K
$245K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.2K- 25.21% |
$344K - $369K
|
45.2K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-63.5K- 53.01% |
$1.43M - $1.54M
|
56.3K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-133K- 51.69% |
$3M - $3.22M
|
124K
$3.43M
|