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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
15New |
$282 - $341
|
15
$882
|
|
|
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
$23.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.29KNew |
$24.3K - $29.4K
|
1.29K
$76K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.21K- 1.43% |
$22.8K - $27.5K
|
83.6K
$4.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
488New |
$9.18K - $11.1K
|
488
$28.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.31% |
$37.6 - $45.5
|
652
$38.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
270New |
$5.08K - $6.14K
|
270
$15.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11.3KNew |
$212K - $256K
|
11.3K
$662K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$282 - $341
|
15
$882
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-323- 3.18% |
$6.08K - $7.35K
|
9.84K
$579K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$191K - $231K
|
10.1K
$596K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-306Closed |
$4.65K - $6.28K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.72KNew |
$132K - $179K
|
8.72K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
19.3KNew |
$293K - $395K
|
19.3K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.16KNew |
$32.8K - $44.3K
|
2.16K
$127K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.13KNew |
$32.3K - $43.7K
|
2.13K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
11New |
$167 - $226
|
11
$647
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-357- 14.76% |
$5.42K - $7.33K
|
2.06K
$121K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
195New |
$2.96K - $4K
|
195
$11.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
877New |
$13.3K - $18K
|
877
$51.6K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100New |
$1.52K - $2.05K
|
100
$5.88K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
27K+ 810.11% |
$410K - $554K
|
30.3K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.3KNew |
$80.4K - $109K
|
5.3K
$311K
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
10.1KNew |
$153K - $207K
|
10.1K
$593K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-757Closed |
$11.5K - $15.5K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35New |
$515 - $701
|
35
$2.06K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-200- 53.76% |
$2.94K - $4.01K
|
172
$10.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-28- 12.28% |
$412 - $561
|
200
$11.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27New |
$397 - $541
|
27
$1.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.7KNew |
$83.8K - $114K
|
5.7K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-1.2K- 11.32% |
$17.6K - $24K
|
9.4K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.43KNew |
$35.7K - $48.7K
|
2.43K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
880+ 95.65% |
$12.9K - $17.6K
|
1.8K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.2KNew |
$106K - $144K
|
7.2K
$423K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
24.5K+ 52.99% |
$360K - $490K
|
70.7K
$4.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
516+ 78.42% |
$7.59K - $10.3K
|
1.17K
$69K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-49- 23.0% |
$720 - $981
|
164
$9.64K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5New |
$73.5 - $100
|
5
$294
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-56- 48.7% |
$823 - $1.12K
|
59
$3.47K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
16New |
$235 - $320
|
16
$940
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-28- 15.73% |
$412 - $561
|
150
$8.82K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-102- 33.77% |
$1.5K - $2.04K
|
200
$11.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-41.6K- 78.58% |
$611K - $832K
|
11.3K
$666K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-101K- 99.54% |
$1.48M - $2.02M
|
470
$27.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.05K- 9.18% |
$15.4K - $21K
|
10.4K
$609K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 34.15% |
$78.8K - $107K
|
10.3K
$607K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
75New |
$1.1K - $1.5K
|
75
$4.41K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
145New |
$2.13K - $2.9K
|
145
$8.52K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-263- 92.61% |
$3.87K - $5.27K
|
21
$1.23K
|
|