Latest Institutional Transactions on First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information on the latest institutional transactions involving First Tr Exc Trd Fd Viii Ft Cb (BUFD) 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 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.2KNew |
$529K - $557K
|
22.2K
$572K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
30.5K+ 9.27% |
$725K - $763K
|
359K
$9.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$282K - $297K
|
11.9K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 3.42% |
$462K - $486K
|
587K
$15.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
32.5KNew |
$773K - $814K
|
32.5K
$835K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.6K+ 184.83% |
$441K - $465K
|
28.6K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.3K+ 8.02% |
$1.05M - $1.11M
|
597K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1K+ 28.72% |
$241K - $254K
|
45.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70+ 6.48% |
$1.66K - $1.75K
|
1.15K
$29.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$277K - $292K
|
11.7K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.4K+ 26.93% |
$508K - $535K
|
101K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24KNew |
$572K - $602K
|
24K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
38.7K+ 44.04% |
$920K - $968K
|
126K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.89K+ 444.55% |
$211K - $223K
|
10.9K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23KNew |
$29.3K - $30.9K
|
1.23K
$31.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11KNew |
$261K - $275K
|
11K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.65K- 10.17% |
$63K - $66.4K
|
23.4K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.79KNew |
$233K - $245K
|
9.79K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.39K- 3.13% |
$56.9K - $59.9K
|
73.9K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
32.5KNew |
$773K - $814K
|
32.5K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.67KNew |
$206K - $217K
|
8.67K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.15KNew |
$194K - $204K
|
8.15K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104K+ 36.65% |
$2.48M - $2.61M
|
388K
$9.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.7K- 60.4% |
$586K - $618K
|
16.2K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42K- 69.97% |
$998K - $1.05M
|
18K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.8K+ 25.83% |
$1.3M - $1.37M
|
267K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.6KNew |
$632K - $665K
|
26.6K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25K+ 21.86% |
$593K - $625K
|
139K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
694+ 2.1% |
$16.5K - $17.4K
|
33.7K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.67K+ 2.7% |
$63.5K - $66.9K
|
102K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.34K- 4.79% |
$31.9K - $33.6K
|
26.7K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.2K- 12.3% |
$480K - $506K
|
144K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$238K - $250K
|
10K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.19K- 69.69% |
$75.9K - $79.9K
|
1.39K
$35.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
416+ 7.01% |
$9.89K - $10.4K
|
6.35K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
49.8K+ 5.41% |
$1.18M - $1.25M
|
970K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66KNew |
$39.4K - $41.4K
|
1.66K
$42.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 14.65% |
$70.2K - $74K
|
17.2K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
258K+ 29.54% |
$6.13M - $6.46M
|
1.13M
$29.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.7K+ 15.56% |
$993K - $1.05M
|
310K
$7.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.93K+ 7.72% |
$212K - $223K
|
125K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.41K- 2.62% |
$224K - $236K
|
350K
$9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 3.44% |
$657K - $692K
|
831K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.2K+ 13.61% |
$814K - $857K
|
286K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
494New |
$11.7K - $12.4K
|
494
$12.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-253K- 95.27% |
$6.02M - $6.33M
|
12.6K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2K- 2.51% |
$47.5K - $50.1K
|
77.7K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.23K+ 1.29% |
$29.2K - $30.8K
|
96.3K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
11.8K+ 46.59% |
$281K - $296K
|
37.2K
$955K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 11358.0% |
$270K - $284K
|
11.5K
$295K
|