Latest Institutional Transactions on Etfis Ser Tr I (AMZA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (AMZA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.25K - $6.18K
|
150
$6.22K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 6.67% |
$70 - $82.4
|
32
$1.33K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110- 11.39% |
$3.85K - $4.53K
|
856
$35.5K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101+ 0.22% |
$3.54K - $4.16K
|
45.7K
$1.9M
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.01KNew |
$175K - $206K
|
5.01K
$208K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
604+ 80.32% |
$21.1K - $24.9K
|
1.36K
$56.2K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
305New |
$10.7K - $12.6K
|
305
$12.7K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
9.94KNew |
$348K - $410K
|
9.94K
$412K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$1.1M - $1.3M
|
31.5K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-3.5K- 28.93% |
$123K - $144K
|
8.6K
$357K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.9K+ 27.94% |
$66.5K - $78.3K
|
8.7K
$361K
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-482- 7.55% |
$16.9K - $19.9K
|
5.9K
$245K
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
720+ 11.45% |
$25.2K - $29.7K
|
7.01K
$291K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.52K- 2.56% |
$53.2K - $62.6K
|
57.7K
$2.39M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 3.23% |
$210 - $247
|
192
$7.96K
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$17.5K - $20.6K
|
500
$20.7K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7K+ 10.07% |
$515K - $606K
|
161K
$6.66M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.9KNew |
$767K - $902K
|
21.9K
$908K
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-678- 1.79% |
$23.7K - $27.9K
|
37.2K
$1.55M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.7K+ 38.71% |
$340K - $400K
|
34.8K
$1.44M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64- 3.03% |
$2.24K - $2.64K
|
2.05K
$85K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.37K- 23.59% |
$47.8K - $56.3K
|
4.43K
$184K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105K- 52.28% |
$3.67M - $4.32M
|
95.8K
$3.97M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
432+ 36.36% |
$15.1K - $17.8K
|
1.62K
$67.2K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 18.69% |
$434K - $511K
|
78.7K
$3.27M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.88K- 21.64% |
$65.7K - $77.4K
|
6.8K
$282K
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
83+ 1.11% |
$2.91K - $3.42K
|
7.59K
$315K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 4.88% |
$70 - $82.4
|
43
$1.78K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.36KNew |
$188K - $221K
|
5.36K
$222K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
68+ 8.73% |
$2.38K - $2.8K
|
847
$35.1K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$14K - $16.5K
|
400
$16.6K
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.62K- 8.01% |
$91.8K - $108K
|
30.1K
$1.25M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 9.82% |
$39.8K - $46.8K
|
12.7K
$527K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 82.33% |
$41.8K - $49.2K
|
2.64K
$110K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-9.7K- 97.98% |
$340K - $400K
|
200
$8.3K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
205+ 20.64% |
$7.18K - $8.45K
|
1.2K
$49.7K
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
254+ 2.74% |
$8.89K - $10.5K
|
9.51K
$394K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$44.2K - $52K
|
1.26K
$52.3K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 3.13% |
$105 - $124
|
99
$4.11K
|
|
Q4 2023 | |||||||
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-129- 5.06% |
$4.22K - $4.86K
|
2.42K
$100K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$3.27K - $3.77K
|
100
$4.15K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
869New |
$28.4K - $32.7K
|
869
$36K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-42- 2.81% |
$1.37K - $1.58K
|
1.45K
$60.3K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
379New |
$12.4K - $14.3K
|
379
$15.7K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$1.47K - $1.69K
|
45
$1.87K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$32.7 - $37.7
|
6.48K
$269K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-4.25K- 94.36% |
$139K - $160K
|
254
$10.5K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-764- 9.38% |
$25K - $28.8K
|
7.38K
$306K
|