Latest Institutional Transactions on Exchange Traded Concepts Tr Bi (BITQ)
This table provides information on the latest institutional transactions involving Exchange Traded Concepts Tr Bi (BITQ) 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 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7+ 7.78% |
$57.1 - $93.1
|
97
$1.25K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
698+ 23.59% |
$5.7K - $9.28K
|
3.66K
$47.1K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
941New |
$7.68K - $12.5K
|
941
$12.1K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.28KNew |
$18.6K - $30.3K
|
2.28K
$29.4K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$32.6 - $53.2
|
4
$51.6
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.7K- 4.7% |
$112K - $182K
|
278K
$3.58M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.97K+ 25.4% |
$48.7K - $79.5K
|
29.5K
$380K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
750+ 3.95% |
$6.12K - $9.98K
|
19.8K
$255K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.16KNew |
$9.43K - $15.4K
|
1.16K
$14.9K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.6K- 11.85% |
$13.1K - $21.3K
|
11.9K
$153K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.9K- 38.94% |
$162K - $265K
|
31.2K
$402K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.29% |
$16.3 - $26.6
|
157
$2.02K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-8K- 40.0% |
$65.3K - $106K
|
12K
$155K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.43KNew |
$28K - $45.6K
|
3.43K
$44.2K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18+ 1.63% |
$147 - $239
|
1.12K
$14.5K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 81.81% |
$69.3K - $151K
|
24.7K
$319K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
454New |
$2.83K - $6.16K
|
454
$5.85K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.07K- 59.41% |
$44K - $95.8K
|
4.83K
$62.2K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$62.3 - $136
|
10
$129
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
34New |
$212 - $461
|
34
$438
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1KNew |
$6.23K - $13.6K
|
1K
$12.9K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-19.5K- 17.82% |
$121K - $264K
|
89.8K
$1.16M
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.5KNew |
$28K - $61K
|
4.5K
$58K
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.72K- 3.4% |
$23.2K - $50.5K
|
106K
$1.36M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
17.3KNew |
$108K - $235K
|
17.3K
$223K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
591+ 71.12% |
$3.68K - $8.01K
|
1.42K
$18.3K
|
|
Q3 2023 | |||||||
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
53New |
$341 - $593
|
53
$683
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
264New |
$1.7K - $2.95K
|
264
$3.4K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
65New |
$418 - $727
|
65
$838
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
463+ 3.51% |
$2.98K - $5.18K
|
13.7K
$176K
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-124- 1.21% |
$797 - $1.39K
|
10.1K
$131K
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-314- 0.99% |
$2.02K - $3.51K
|
31.5K
$406K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18+ 3.6% |
$100 - $145
|
518
$6.68K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
536New |
$2.99K - $4.31K
|
536
$6.91K
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
15.2KNew |
$84.7K - $122K
|
15.2K
$196K
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-2.66K- 20.17% |
$14.8K - $21.4K
|
10.5K
$136K
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.03K+ 17150.0% |
$3.49K - $6.59K
|
1.04K
$13.3K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15.8K- 78.21% |
$53.6K - $101K
|
4.41K
$56.8K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5- 33.33% |
$17 - $32
|
10
$129
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
41.9K+ 174.62% |
$135K - $298K
|
65.9K
$850K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
86.9KNew |
$279K - $618K
|
86.9K
$1.12M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.35KNew |
$10.8K - $23.8K
|
3.35K
$43.2K
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 13.79% |
$6.16K - $13.6K
|
12K
$155K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
975+ 100.0% |
$3.13K - $6.93K
|
1.95K
$25.1K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-672- 37.29% |
$2.16K - $4.78K
|
1.13K
$14.6K
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
77.7KNew |
$249K - $552K
|
77.7K
$1M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
125+ 12.5% |
$704 - $1.25K
|
1.13K
$14.5K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
446New |
$2.51K - $4.46K
|
446
$5.75K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
39.2KNew |
$221K - $393K
|
39.2K
$506K
|