Purchases and Sales Made in Q2 2024 in Series Portfolios Tr Adaptiv S (ADPV)
This table provides information about the institutional ownership of Series Portfolios Tr Adaptiv S (ADPV) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144KNew |
N/A
|
144K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
69.5K+ 3.75% |
N/A
|
1.92M
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22KNew |
N/A
|
22K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.47KNew |
N/A
|
6.47K
$0
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
87New |
N/A
|
87
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
55+ 1.4% |
N/A
|
4K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|