Latest Institutional Purchases of Tidal ETF Tr Sonicshares Globa (BOAT)
This list provides information on the latest institutional transactions involving Tidal ETF Tr Sonicshares Globa (BOAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
22.5K+ 160.48% |
$504K - $696K
|
36.5K
$1.13M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4K+ 70.1% |
$300K - $414K
|
32.5K
$1.01M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6.04KNew |
$136K - $187K
|
6.04K
$188K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
406New |
$9.11K - $12.6K
|
406
$12.6K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$263K - $286K
|
10K
$311K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
565+ 509.01% |
$14.9K - $16.2K
|
676
$21K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
325+ 54.53% |
$8.55K - $9.3K
|
921
$28.7K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
145+ 1.19% |
$3.82K - $4.15K
|
12.3K
$384K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
675New |
$18.8K - $24.2K
|
675
$21K
|
|
Q3 2024 | |||||||
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
16.4KNew |
$514K - $623K
|
16.4K
$511K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15KNew |
$470K - $569K
|
15K
$467K
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
6.13KNew |
$192K - $232K
|
6.13K
$191K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1KNew |
$31.3K - $37.9K
|
1K
$31.1K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.31% |
$563 - $683
|
5.88K
$183K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.3% |
$62.6 - $75.8
|
156
$4.85K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5KNew |
$676K - $873K
|
22.5K
$701K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.4KNew |
$641K - $828K
|
21.4K
$665K
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
16.4KNew |
$493K - $637K
|
16.4K
$512K
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5.7KNew |
$171K - $221K
|
5.7K
$177K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.55KNew |
$166K - $215K
|
5.55K
$173K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
250New |
$7.5K - $9.68K
|
250
$7.78K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$6K - $7.74K
|
200
$6.22K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$3K - $3.87K
|
100
$3.11K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$3K - $3.87K
|
100
$3.11K
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
10.6KNew |
$313K - $342K
|
10.6K
$330K
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
9.53KNew |
$281K - $307K
|
9.53K
$296K
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9.28KNew |
$274K - $299K
|
9.28K
$289K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66+ 1100.0% |
$1.95K - $2.13K
|
72
$2.24K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28.6KNew |
$764K - $917K
|
28.6K
$890K
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5KNew |
$134K - $160K
|
5K
$156K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
840New |
$22.4K - $26.9K
|
840
$26.1K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$6.68K - $8.01K
|
250
$7.78K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
27New |
$721 - $865
|
27
$840
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
36.4KNew |
$935K - $1.2M
|
36.4K
$1.13M
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
910New |
$23.9K - $29.3K
|
910
$28.3K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$303K - $402K
|
10.7K
$332K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.68KNew |
$274K - $364K
|
9.68K
$301K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.08KNew |
$229K - $304K
|
8.08K
$251K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.41K+ 6.39% |
$96.8K - $128K
|
56.8K
$1.77M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$5.67K - $7.52K
|
200
$6.22K
|
|
Q4 2021 | |||||||
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.68KNew |
$95.8K - $109K
|
3.68K
$114K
|