Latest Institutional Transactions on Alger ETF Tr 35 ETF (ATFV)
This table provides information on the latest institutional transactions involving Alger ETF Tr 35 ETF (ATFV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.6KNew |
$309K - $460K
|
15.6K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.41K+ 29.09% |
$67.7K - $101K
|
15.1K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.6KNew |
$171K - $254K
|
8.6K
$294K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
96+ 16.96% |
$1.91K - $2.83K
|
662
$22.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-16.7K- 32.29% |
$331K - $492K
|
34.9K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.4KNew |
$325K - $484K
|
16.4K
$561K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-215- 33.23% |
$4.7K - $6.01K
|
432
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
98New |
$2.14K - $2.74K
|
98
$3.36K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 5.23% |
$21.9K - $28K
|
20.1K
$689K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
22K+ 5.89% |
$487K - $587K
|
395K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.1 - $26.7
|
1
$34.2
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10New |
$221 - $267
|
10
$342
|
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
36KNew |
$797K - $961K
|
36K
$1.23M
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
931New |
$17.4K - $20.9K
|
931
$31.9K
|
|
| Q1 2022 | |||||||
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.1KClosed |
$162K - $207K
|
0
$0
|
|