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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 81.81% |
$69.3K - $151K
|
24.7K
$540K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.07K- 59.41% |
$44K - $95.8K
|
4.83K
$105K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$62.3 - $136
|
10
$219
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
34New |
$212 - $461
|
34
$743
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.5KNew |
$28K - $61K
|
4.5K
$98.3K
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.72K- 3.4% |
$23.2K - $50.5K
|
106K
$2.31M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
17.3KNew |
$108K - $235K
|
17.3K
$378K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
591+ 71.12% |
$3.68K - $8.01K
|
1.42K
$31.1K
|
|
Q3 2023 | |||||||
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
53New |
$341 - $593
|
53
$1.16K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
264New |
$1.7K - $2.95K
|
264
$5.77K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
65New |
$418 - $727
|
65
$1.42K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
463+ 3.51% |
$2.98K - $5.18K
|
13.7K
$298K
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-124- 1.21% |
$797 - $1.39K
|
10.1K
$222K
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-314- 0.99% |
$2.02K - $3.51K
|
31.5K
$688K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18+ 3.6% |
$100 - $145
|
518
$11.3K
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
15.2KNew |
$84.7K - $122K
|
15.2K
$332K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
536New |
$2.99K - $4.31K
|
536
$11.7K
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-2.66K- 20.17% |
$14.8K - $21.4K
|
10.5K
$230K
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.03K+ 17150.0% |
$3.49K - $6.59K
|
1.04K
$22.6K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15.8K- 78.21% |
$53.6K - $101K
|
4.41K
$96.3K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5- 33.33% |
$17 - $32
|
10
$219
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
41.9K+ 174.62% |
$135K - $298K
|
65.9K
$1.44M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.35KNew |
$10.8K - $23.8K
|
3.35K
$73.2K
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 13.79% |
$6.16K - $13.6K
|
12K
$262K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
975+ 100.0% |
$3.13K - $6.93K
|
1.95K
$42.6K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
39.2KNew |
$221K - $393K
|
39.2K
$857K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
446New |
$2.51K - $4.46K
|
446
$9.75K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
125+ 12.5% |
$704 - $1.25K
|
1.13K
$24.6K
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.1K- 18.7% |
$23.1K - $41.1K
|
17.8K
$389K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.07K+ 1441.89% |
$6.01K - $10.7K
|
1.14K
$24.9K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
758New |
$4.27K - $7.59K
|
758
$16.6K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51New |
$287 - $511
|
51
$1.11K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.9KNew |
$78.3K - $139K
|
13.9K
$304K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.3KNew |
$124K - $396K
|
22.3K
$487K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
115KNew |
$635K - $2.04M
|
115K
$2.5M
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-38KClosed |
$211K - $676K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.6KNew |
$58.6K - $188K
|
10.6K
$231K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-19KClosed |
$105K - $338K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.67KClosed |
$9.28K - $29.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
125+ 21.93% |
$694 - $2.22K
|
695
$15.2K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
206New |
$1.14K - $3.66K
|
206
$4.5K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-22Closed |
$122 - $391
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-93- 14.46% |
$516 - $1.65K
|
550
$12K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-6.73KClosed |
$37.3K - $120K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-19.9KClosed |
$110K - $354K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-9.89K- 18.32% |
$54.9K - $176K
|
44.1K
$963K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-160Closed |
$2.2K - $3.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-242KClosed |
$3.34M - $5.15M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-21.3KClosed |
$294K - $453K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
900+ 101.12% |
$12.4K - $19.1K
|
1.79K
$39.1K
|