Purchases and Sales Made in Q3 2024 in Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$6.38M - $7.01M
|
249K
$6.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.8K+ 13.05% |
$1.4M - $1.54M
|
474K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.5K+ 262.55% |
$1.09M - $1.2M
|
58.8K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
30.5K+ 1.24% |
$780K - $857K
|
2.49M
$68.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
13.5KNew |
$344K - $378K
|
13.5K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 3.76% |
$270K - $296K
|
291K
$8.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.62KNew |
$195K - $214K
|
7.62K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.84K+ 50.68% |
$175K - $192K
|
20.3K
$560K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.15K+ 6.89% |
$80.7K - $88.7K
|
48.9K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83K+ 58.28% |
$47K - $51.6K
|
4.98K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
803+ 1.56% |
$20.6K - $22.6K
|
52.3K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
702+ 1.16% |
$18K - $19.7K
|
61.1K
$1.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
378New |
$9.68K - $10.6K
|
378
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
327+ 78.61% |
$8.37K - $9.2K
|
743
$20.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
235New |
$6.02K - $6.61K
|
235
$6.48K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.28K - $1.41K
|
50
$1.38K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40+ 0.51% |
$1.02K - $1.13K
|
7.81K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.16% |
$512 - $563
|
12.4K
$341K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-163- 1.75% |
$4.17K - $4.59K
|
9.13K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-205- 1.41% |
$5.25K - $5.77K
|
14.3K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-410- 1.65% |
$10.5K - $11.5K
|
24.4K
$672K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-864- 2.7% |
$22.1K - $24.3K
|
31.1K
$857K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.82K- 20.45% |
$123K - $136K
|
18.8K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.08K- 1.65% |
$233K - $255K
|
541K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-40.7K- 2.97% |
$1.04M - $1.14M
|
1.33M
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-95K- 20.96% |
$2.43M - $2.67M
|
358K
$9.88M
|