Latest Institutional Transactions on Amplify ETF Tr Trnsformational (BLOK)
This table provides information on the latest institutional transactions involving Amplify ETF Tr Trnsformational (BLOK) 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 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.44% |
$306 - $515
|
3.63K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-22K- 91.67% |
$421K - $708K
|
2K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39.8KNew |
$761K - $1.28M
|
39.8K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
121New |
$2.31K - $3.89K
|
121
$6.34K
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-18.7K- 22.12% |
$357K - $600K
|
65.7K
$3.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-120- 37.38% |
$2.29K - $3.86K
|
201
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-120- 82.76% |
$2.29K - $3.86K
|
25
$1.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
155New |
$2.96K - $4.98K
|
155
$8.13K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.19% |
$19.1 - $32.2
|
526
$27.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-607- 66.92% |
$11.6K - $19.5K
|
300
$15.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
41New |
$784 - $1.32K
|
41
$2.15K
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
78.4KNew |
$1.5M - $2.52M
|
78.4K
$4.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
22.9KNew |
$437K - $735K
|
22.9K
$1.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1+ 0.03% |
$19.1 - $32.2
|
3.56K
$187K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.17KNew |
$60.5K - $102K
|
3.17K
$166K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.3KNew |
$120K - $203K
|
6.3K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7.27KNew |
$139K - $234K
|
7.27K
$381K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.9KNew |
$208K - $350K
|
10.9K
$570K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
32.7KNew |
$626K - $1.05M
|
32.7K
$1.72M
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
40+ 14.55% |
$779 - $1.09K
|
315
$16.5K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$370 - $518
|
19
$996
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-235- 70.15% |
$4.58K - $6.41K
|
100
$5.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.85KNew |
$36K - $50.4K
|
1.85K
$96.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 8.94% |
$41.8K - $58.5K
|
21.9K
$1.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
950New |
$18.5K - $25.9K
|
950
$49.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19+ 118.75% |
$370 - $518
|
35
$1.84K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-500- 94.34% |
$9.74K - $13.6K
|
30
$1.57K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.36KNew |
$26.5K - $37.1K
|
1.36K
$71.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12New |
$234 - $327
|
12
$629
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-280- 84.85% |
$5.45K - $7.64K
|
50
$2.62K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
15New |
$282 - $341
|
15
$786
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-38Closed |
$715 - $865
|
0
$0
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
396New |
$7.45K - $9.01K
|
396
$20.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.29KNew |
$24.3K - $29.4K
|
1.29K
$67.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.21K- 1.43% |
$22.8K - $27.5K
|
83.6K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
488New |
$9.18K - $11.1K
|
488
$25.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.31% |
$37.6 - $45.5
|
652
$34.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
270New |
$5.08K - $6.14K
|
270
$14.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11.3KNew |
$212K - $256K
|
11.3K
$590K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-167- 23.99% |
$3.14K - $3.8K
|
529
$27.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$282 - $341
|
15
$786
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-323- 3.18% |
$6.08K - $7.35K
|
9.84K
$516K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$191K - $231K
|
10.1K
$532K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-42- 22.22% |
$790 - $956
|
147
$7.71K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-306Closed |
$4.65K - $6.28K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.71KNew |
$86.7K - $117K
|
5.71K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
19.3KNew |
$293K - $395K
|
19.3K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.72KNew |
$132K - $179K
|
8.72K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
42+ 0.08% |
$638 - $862
|
51.4K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.16KNew |
$32.8K - $44.3K
|
2.16K
$113K
|
|