Purchases and Sales Made in Q2 2023 in Exchange Traded Concepts Tr Bi (BITQ)
This table provides information about the institutional ownership of Exchange Traded Concepts Tr Bi (BITQ) during Q2 2023. The information is specifically focused on institutions that hold shares of EXCHANGE TRADED CONCEPTS TR BI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
69.2K+ 364.01% |
$386K - $557K
|
88.3K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.4K+ 8.87% |
$337K - $487K
|
742K
$14M
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$120K - $173K
|
21.5K
$405K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.4KNew |
$120K - $172K
|
21.4K
$404K
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
15.2KNew |
$84.7K - $122K
|
15.2K
$286K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$66.6K - $96.1K
|
11.9K
$225K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 57.22% |
$60.4K - $87.2K
|
29.8K
$561K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.5KNew |
$58.6K - $84.5K
|
10.5K
$198K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.69K+ 50.47% |
$54.1K - $78K
|
28.9K
$545K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.14KNew |
$45.4K - $65.5K
|
8.14K
$154K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.1K+ 818.14% |
$28.4K - $41K
|
5.72K
$108K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.85KNew |
$21.5K - $31K
|
3.85K
$72.6K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
786+ 1.12% |
$4.39K - $6.33K
|
70.9K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
536New |
$2.99K - $4.31K
|
536
$10.1K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
430+ 3.52% |
$2.4K - $3.46K
|
12.7K
$239K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
250+ 280.9% |
$1.4K - $2.01K
|
339
$6.39K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$1.12K - $1.61K
|
200
$3.77K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
128New |
$714 - $1.03K
|
128
$2.41K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18+ 3.6% |
$100 - $145
|
518
$9.77K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18- 3.47% |
$100 - $145
|
500
$9.43K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-78- 0.47% |
$435 - $628
|
16.4K
$310K
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-123- 0.39% |
$686 - $990
|
31.8K
$600K
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-282- 2.67% |
$1.57K - $2.27K
|
10.3K
$194K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-620- 4.49% |
$3.46K - $4.99K
|
13.2K
$249K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.4K- 3.53% |
$7.78K - $11.2K
|
38.2K
$720K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.45K- 2.62% |
$13.7K - $19.7K
|
91K
$1.72M
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-2.66K- 20.17% |
$14.8K - $21.4K
|
10.5K
$198K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.82K- 32.5% |
$15.7K - $22.7K
|
5.85K
$110K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.96K- 1.36% |
$22.1K - $31.8K
|
287K
$5.41M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.05K- 33.03% |
$28.2K - $40.6K
|
10.2K
$193K
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-5.67K- 5.16% |
$31.6K - $45.6K
|
104K
$1.96M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.15K- 13.0% |
$34.3K - $49.5K
|
41.2K
$777K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.7K- 7.81% |
$59.9K - $86.4K
|
127K
$2.39M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.3K- 7.24% |
$63K - $90.9K
|
145K
$2.73M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 13.35% |
$87.5K - $126K
|
102K
$1.92M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.4K- 50.51% |
$153K - $221K
|
26.9K
$507K
|