Latest Institutional Transactions on Amplify Lithium & Battery Tech (BATT)
This table provides information on the latest institutional transactions involving Amplify Lithium & Battery Tech (BATT) 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 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-400- 44.44% |
$3.51K - $3.89K
|
500
$4.76K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
191New |
$1.68K - $1.86K
|
191
$1.82K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 0.51% |
$85.9 - $103
|
1.96K
$18.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 26.09% |
$12.9K - $15.5K
|
4.25K
$40.5K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.09K- 3.45% |
$9.4K - $11.3K
|
30.6K
$291K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-4.3K- 29.25% |
$36.9K - $44.4K
|
10.4K
$99K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 3.0% |
$51.5 - $62
|
206
$1.96K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-121- 7.04% |
$1.04K - $1.25K
|
1.6K
$15.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7- 0.02% |
$60.1 - $72.3
|
40K
$381K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.72K- 12.37% |
$14.7K - $17.7K
|
12.2K
$116K
|
|
| Q4 2023 | |||||||
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-327- 19.2% |
$3.22K - $3.66K
|
1.38K
$13.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$41.3K - $47K
|
4.2K
$40K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.3K- 39.93% |
$131K - $149K
|
20K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.03KNew |
$49.5K - $56.3K
|
5.03K
$47.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.31K- 70.05% |
$52.2K - $59.4K
|
2.27K
$21.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
11+ 3.15% |
$108 - $123
|
360
$3.43K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.65K- 14.14% |
$16.2K - $18.4K
|
10K
$95.2K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-103K- 90.51% |
$1.01M - $1.15M
|
10.8K
$102K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
378New |
$3.72K - $4.23K
|
378
$3.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.76K- 98.49% |
$17.3K - $19.7K
|
27
$257
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
500New |
$4.92K - $5.6K
|
500
$4.76K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
282New |
$2.77K - $3.16K
|
282
$2.68K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3Closed |
$33.4 - $42
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22- 4.13% |
$245 - $308
|
511
$4.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.33K- 63.39% |
$48.2K - $60.6K
|
2.5K
$23.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.48K- 4.79% |
$16.5K - $20.7K
|
29.4K
$280K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 7.21% |
$13.8K - $17.3K
|
15.9K
$151K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.1KNew |
$203K - $232K
|
17.1K
$163K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
106New |
$1.26K - $1.44K
|
106
$1.01K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
100New |
$1.19K - $1.36K
|
100
$952
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
250New |
$2.97K - $3.39K
|
250
$2.38K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4KNew |
$123K - $141K
|
10.4K
$98.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
50New |
$593 - $679
|
50
$476
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 15.71% |
$617 - $706
|
279
$2.66K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$2.32K - $2.86K
|
200
$1.9K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.65K- 25.73% |
$65.4K - $80.9K
|
16.3K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-750- 50.0% |
$8.69K - $10.7K
|
750
$7.14K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
280New |
$3.25K - $4.01K
|
280
$2.67K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.9KNew |
$126K - $156K
|
10.9K
$104K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
8.55K+ 2.45% |
$99.1K - $122K
|
358K
$3.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4New |
$46.4 - $57.3
|
4
$38.1
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.5K- 55.56% |
$29K - $35.8K
|
2K
$19K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
500New |
$5.8K - $7.16K
|
500
$4.76K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55+ 2.63% |
$631 - $772
|
2.15K
$20.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
511New |
$5.87K - $7.17K
|
511
$4.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
286New |
$3.28K - $4.01K
|
286
$2.72K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
593+ 4.23% |
$6.81K - $8.32K
|
14.6K
$139K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
373+ 293.7% |
$4.28K - $5.23K
|
500
$4.76K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
110New |
$1.26K - $1.54K
|
110
$1.05K
|
|