Latest Institutional Purchases of Series Portfolios Tr Adaptiv S (ADPV)
This list provides information on the latest institutional transactions involving Series Portfolios Tr Adaptiv S (ADPV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
18.9K+ 0.87% |
N/A
|
2.2M
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
193KNew |
N/A
|
193K
$0
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
80.6K+ 491.83% |
N/A
|
97K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.4K+ 59.59% |
N/A
|
202K
$0
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.64KNew |
N/A
|
9.64K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.21KNew |
N/A
|
9.21K
$0
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.89KNew |
N/A
|
7.89K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.69K+ 39.34% |
N/A
|
23.7K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.5K+ 136.16% |
N/A
|
7.81K
$0
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.47KNew |
N/A
|
6.47K
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.2KNew |
N/A
|
17.2K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.46KNew |
N/A
|
3.46K
$0
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21KNew |
N/A
|
21K
$0
|
|