Latest Institutional Transactions on Tidal ETF Tr Sonicshares Globa (BOAT)
This table provides information on the latest institutional transactions involving Tidal ETF Tr Sonicshares Globa (BOAT) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
325+ 54.53% |
$8.55K - $9.3K
|
921
$26.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13K- 54.58% |
$343K - $372K
|
10.8K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.5K- 51.79% |
$539K - $586K
|
19.1K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.04K+ 195.04% |
$53.8K - $58.5K
|
3.09K
$89.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
565+ 509.01% |
$14.9K - $16.2K
|
676
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-533- 67.55% |
$14K - $15.2K
|
256
$7.43K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
14KNew |
$368K - $401K
|
14K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.4K- 48.79% |
$406K - $441K
|
16.2K
$470K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$263K - $286K
|
10K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
145+ 1.19% |
$3.82K - $4.15K
|
12.3K
$359K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.54K- 19.2% |
$70.6K - $91.1K
|
10.7K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-610- 2.66% |
$16.9K - $21.9K
|
22.3K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-656- 7.1% |
$18.2K - $23.5K
|
8.59K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-199- 25.42% |
$5.53K - $7.13K
|
584
$17K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
675New |
$18.8K - $24.2K
|
675
$19.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.13K- 28.64% |
$129K - $157K
|
10.3K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15KNew |
$470K - $569K
|
15K
$436K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.3% |
$62.6 - $75.8
|
156
$4.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
16.4KNew |
$514K - $623K
|
16.4K
$477K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
6.13KNew |
$192K - $232K
|
6.13K
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1KNew |
$31.3K - $37.9K
|
1K
$29K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.31% |
$563 - $683
|
5.88K
$171K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5KNew |
$676K - $873K
|
22.5K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$3K - $3.87K
|
100
$2.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5.7KNew |
$171K - $221K
|
5.7K
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.55KNew |
$166K - $215K
|
5.55K
$161K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
16.4KNew |
$493K - $637K
|
16.4K
$478K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
250New |
$7.5K - $9.68K
|
250
$7.26K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.4KNew |
$641K - $828K
|
21.4K
$621K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$6K - $7.74K
|
200
$5.81K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$3K - $3.87K
|
100
$2.9K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-121- 46.18% |
$3.57K - $3.9K
|
141
$4.09K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.27K- 23.67% |
$96.7K - $106K
|
10.6K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66+ 1100.0% |
$1.95K - $2.13K
|
72
$2.09K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
10.6KNew |
$313K - $342K
|
10.6K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
9.53KNew |
$281K - $307K
|
9.53K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9.28KNew |
$274K - $299K
|
9.28K
$269K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
840New |
$22.4K - $26.9K
|
840
$24.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
27New |
$721 - $865
|
27
$784
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$6.68K - $8.01K
|
250
$7.26K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28.6KNew |
$764K - $917K
|
28.6K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5KNew |
$134K - $160K
|
5K
$145K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.32K- 2.38% |
$35.3K - $42.4K
|
54.4K
$1.58M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
36.4KNew |
$935K - $1.2M
|
36.4K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.92K- 36.25% |
$152K - $194K
|
10.4K
$302K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-596- 67.34% |
$15.7K - $19.2K
|
289
$8.39K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
910New |
$23.9K - $29.3K
|
910
$26.4K
|
|
| Q2 2022 | |||||||
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-121- 56.81% |
$3.43K - $4.55K
|
92
$2.67K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$5.67K - $7.52K
|
200
$5.81K
|
|