Purchases and Sales Made in Q1 2025 in Shp ETF Tr Neos Enhanced Incom (BNDI)
This table provides information about the institutional ownership of Shp ETF Tr Neos Enhanced Incom (BNDI) during Q1 2025. The information is specifically focused on institutions that hold shares of SHP ETF TR NEOS ENHANCED INCOM.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
327K+ 31.27% |
N/A
|
1.37M
$0
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.4KNew |
N/A
|
20.4K
$0
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$0
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.77KNew |
N/A
|
7.77K
$0
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.61KNew |
N/A
|
6.61K
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$0
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 17.16% |
N/A
|
16.1K
$0
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.71K+ 6.51% |
N/A
|
28K
$0
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
415New |
N/A
|
415
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-829- 34.82% |
N/A
|
1.55K
$0
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.55K- 32.19% |
N/A
|
11.7K
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.4K- 74.86% |
N/A
|
4.51K
$0
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-16.3K- 53.96% |
N/A
|
13.9K
$0
|