Purchases and Sales Made in Q1 2021 in Amplify ETF Tr Trnsformational (BLOK)
This table provides information about the institutional ownership of Amplify ETF Tr Trnsformational (BLOK) during Q1 2021. The information is specifically focused on institutions that hold shares of AMPLIFY ETF TR TRNSFORMATIONAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
458New |
$16.3K - $28.2K
|
458
$17.6K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
452+ 221.57% |
$16.1K - $27.8K
|
656
$25.2K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
370New |
$13.1K - $22.8K
|
370
$14.2K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
363New |
$12.9K - $22.3K
|
363
$13.9K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
350New |
$12.4K - $21.5K
|
350
$13.4K
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
286New |
$10.2K - $17.6K
|
286
$11K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
268New |
$9.52K - $16.5K
|
268
$10.3K
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
258New |
$9.17K - $15.9K
|
258
$9.89K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 5.02% |
$8.88K - $15.4K
|
5.23K
$201K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
BUY
|
- |
243New |
$8.63K - $15K
|
243
$9.32K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
228+ 57.72% |
$8.1K - $14K
|
623
$23.9K
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
200+ 3.62% |
$7.11K - $12.3K
|
5.72K
$219K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 57.64% |
$7.11K - $12.3K
|
547
$21K
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189New |
$6.72K - $11.6K
|
189
$7.25K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
BUY
|
- |
178New |
$6.32K - $11K
|
178
$6.83K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
167New |
$5.93K - $10.3K
|
167
$6.4K
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
145+ 48.33% |
$5.15K - $8.93K
|
445
$17.1K
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
135New |
$4.8K - $8.31K
|
135
$5.18K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
133+ 4.82% |
$4.73K - $8.19K
|
2.89K
$111K
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
122New |
$4.33K - $7.51K
|
122
$4.68K
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
120New |
$4.26K - $7.39K
|
120
$4.6K
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
107+ 18.23% |
$3.8K - $6.59K
|
694
$26.6K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100+ 100.0% |
$3.55K - $6.16K
|
200
$7.67K
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$3.55K - $6.16K
|
100
$3.84K
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
91New |
$3.23K - $5.6K
|
91
$3.49K
|
|
Apr 23, 2021
Q1 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
86New |
$3.06K - $5.3K
|
86
$3.3K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$3.02K - $5.23K
|
85
$3.26K
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80New |
$2.84K - $4.93K
|
80
$3.07K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
59New |
$2.1K - $3.63K
|
59
$2.26K
|
|
May 13, 2021
Q1 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
50New |
$1.78K - $3.08K
|
50
$1.92K
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40New |
$1.42K - $2.46K
|
40
$1.53K
|
|
May 14, 2021
Q1 2021
|
Archer Investment Corp
|
BUY
|
- |
37New |
$1.31K - $2.28K
|
37
$1.42K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 0.79% |
$1.24K - $2.15K
|
4.48K
$172K
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
BUY
|
- |
33New |
$1.17K - $2.03K
|
33
$1.27K
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
22New |
$782 - $1.35K
|
22
$844
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20New |
$711 - $1.23K
|
20
$767
|
|
Apr 27, 2021
Q1 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
15New |
$533 - $924
|
15
$575
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15New |
$533 - $924
|
15
$575
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
10New |
$355 - $616
|
10
$384
|
|
Apr 27, 2021
Q1 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$249 - $431
|
7
$268
|
|
Apr 23, 2021
Q1 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$71.1 - $123
|
1.18K
$45.1K
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1New |
$35.5 - $61.6
|
1
$38.4
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$35.5 - $61.6
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-204- 3.35% |
$7.25K - $12.6K
|
5.89K
$226K
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-230Closed |
$8.17K - $14.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-312Closed |
$11.1K - $19.2K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-330- 3.12% |
$11.7K - $20.3K
|
10.2K
$393K
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1K- 25.0% |
$35.5K - $61.6K
|
3K
$115K
|
|
May 28, 2021
Q1 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.23K- 4.78% |
$43.7K - $75.7K
|
24.5K
$938K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.25K- 16.55% |
$44.4K - $76.9K
|
6.3K
$241K
|