Purchases and Sales Made in Q1 2025 in Series Portfolios Tr Adaptiv S (ADPV)
This table provides information about the institutional ownership of Series Portfolios Tr Adaptiv S (ADPV) during Q1 2025. The information is specifically focused on institutions that hold shares of SERIES PORTFOLIOS TR ADAPTIV S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
77.2K+ 3.67% |
N/A
|
2.18M
$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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.8K+ 29.43% |
N/A
|
7.91K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|