Latest Institutional Transactions on Ft Exch Trd Fd Viii Cboe Vest (BUFG)
This table provides information on the latest institutional transactions involving Ft Exch Trd Fd Viii Cboe Vest (BUFG) 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 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.5K- 48.5% |
$452K - $484K
|
22.8K
$531K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
33.9K+ 31.1% |
$713K - $763K
|
143K
$3.33M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.3K- 9.12% |
$280K - $300K
|
133K
$3.09M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42.3K+ 91.77% |
$891K - $953K
|
88.5K
$2.06M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-711- 5.73% |
$15K - $16K
|
11.7K
$272K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.9K+ 150.05% |
$314K - $336K
|
24.8K
$578K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.38KNew |
$197K - $211K
|
9.38K
$218K
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.65K+ 3.4% |
$34.6K - $37K
|
50K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.27K- 34.0% |
$174K - $186K
|
16K
$374K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
248+ 0.23% |
$5.22K - $5.58K
|
108K
$2.51M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121K+ 16.57% |
$2.55M - $2.73M
|
854K
$19.9M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.99K- 6.62% |
$41.8K - $44.7K
|
28K
$652K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
600+ 2.54% |
$12.6K - $13.5K
|
24.2K
$564K
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
455+ 0.21% |
$9.58K - $10.2K
|
219K
$5.11M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 132.16% |
$728K - $779K
|
60.8K
$1.42M
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
21.7K+ 53.3% |
$456K - $488K
|
62.3K
$1.45M
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-561- 4.17% |
$11.8K - $12.6K
|
12.9K
$300K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.24K- 11.07% |
$68.1K - $72.9K
|
26K
$606K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$1.91K - $2.13K
|
100
$2.33K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
107K+ 505.6% |
$2.05M - $2.29M
|
129K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.3K+ 19.37% |
$464K - $518K
|
150K
$3.48M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.81KNew |
$187K - $209K
|
9.81K
$228K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-110- 0.94% |
$2.1K - $2.35K
|
11.6K
$270K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.85K- 68.13% |
$92.7K - $104K
|
2.27K
$52.8K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.8KNew |
$505K - $534K
|
25.8K
$600K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.8KNew |
$231K - $244K
|
11.8K
$275K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.59K+ 4.48% |
$50.7K - $53.6K
|
60.3K
$1.4M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.6K+ 1.26% |
$70.6K - $74.6K
|
290K
$6.75M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$196 - $207
|
10
$233
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
27.7KNew |
$522K - $560K
|
27.7K
$646K
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
51.6KNew |
$970K - $1.04M
|
51.6K
$1.2M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.1K- 80.7% |
$322K - $345K
|
4.09K
$95.3K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
860New |
$16.2K - $17.4K
|
860
$20K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
52.4K+ 284.06% |
$933K - $1M
|
70.8K
$1.65M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$17.8 - $19.1
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-147- 47.27% |
$2.62K - $2.81K
|
164
$3.82K
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2- -0.0% |
$35.6 - $38.2
|
43.2K
$1.01M
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
249New |
$4.44K - $4.75K
|
249
$5.8K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.2K+ 206.97% |
$38.3K - $41.1K
|
3.26K
$75.9K
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
37.3KNew |
$651K - $698K
|
37.3K
$868K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
15.9K+ 50.98% |
$278K - $298K
|
47.1K
$1.1M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.36K+ 13.24% |
$41.2K - $44.2K
|
20.2K
$470K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.21K- 2.16% |
$20.8K - $23.1K
|
54.7K
$1.27M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$1.73K - $1.91K
|
100
$2.33K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.95K- 5.2% |
$33.7K - $37.3K
|
35.6K
$828K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
285New |
$4.92K - $5.46K
|
285
$6.64K
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-19.1K- 33.74% |
$331K - $366K
|
37.6K
$875K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.9KNew |
$222K - $257K
|
12.9K
$300K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-184KClosed |
$3.17M - $3.68M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-396- 44.2% |
$6.82K - $7.9K
|
500
$11.6K
|