Latest Institutional Transactions on First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information on the latest institutional transactions involving First Tr Ex Td Viii Ft Cboe Ve (BUFR) 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
|
- |
14.6K+ 16.3% |
$411K - $437K
|
104K
$3.19M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.7K+ 10.84% |
$47.8K - $50.8K
|
17.4K
$530K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
458KNew |
$12.9M - $13.7M
|
458K
$14M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
43.4K+ 64.09% |
$1.22M - $1.3M
|
111K
$3.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
174K+ 6.47% |
$4.9M - $5.21M
|
2.87M
$87.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.2K+ 1.02% |
$33.6K - $35.7K
|
118K
$3.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
17KNew |
$478K - $508K
|
17K
$519K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.68K+ 55.15% |
$216K - $229K
|
21.6K
$659K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
6.75KNew |
$190K - $202K
|
6.75K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
132KNew |
$3.71M - $3.95M
|
132K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.69K- 1.47% |
$272K - $290K
|
651K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-173K- 33.2% |
$4.85M - $5.16M
|
348K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.4K+ 10.25% |
$236K - $251K
|
90.4K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
273K+ 19.72% |
$7.68M - $8.17M
|
1.66M
$50.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
148K+ 44.35% |
$4.15M - $4.42M
|
481K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.47K+ 751.06% |
$69.4K - $73.9K
|
2.8K
$85.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.46K- 82.2% |
$125K - $133K
|
965
$29.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.06K+ 25.18% |
$142K - $151K
|
25.2K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
44.8K+ 51.36% |
$1.26M - $1.34M
|
132K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.41K+ 6.23% |
$264K - $281K
|
160K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.98KNew |
$196K - $209K
|
6.98K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-504- 1.88% |
$14.2K - $15.1K
|
26.3K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.29K- 10.61% |
$205K - $218K
|
61.5K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 7.11% |
$47.3K - $50.3K
|
22K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
67.3K+ 5.85% |
$1.89M - $2.01M
|
1.22M
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
27.9K+ 12.43% |
$783K - $833K
|
252K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.03% |
$112 - $120
|
12.2K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23K+ 9.14% |
$645K - $686K
|
274K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
194K+ 14.53% |
$5.44M - $5.79M
|
1.53M
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
97.9K+ 680.8% |
$2.75M - $2.93M
|
112K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
95.9K+ 311.53% |
$2.7M - $2.87M
|
127K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
59+ 2.97% |
$1.66K - $1.76K
|
2.04K
$62.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.35K- 2.03% |
$37.9K - $40.3K
|
65.2K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.1K+ 2.21% |
$369K - $392K
|
607K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14.8KNew |
$416K - $443K
|
14.8K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-71.9K- 33.61% |
$2.02M - $2.15M
|
142K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20.5KNew |
$575K - $612K
|
20.5K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.2KNew |
$1.13M - $1.2M
|
40.2K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-24.8K- 4.55% |
$697K - $742K
|
520K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9.72K- 9.81% |
$273K - $291K
|
89.3K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
17.1K+ 12.83% |
$480K - $510K
|
150K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
17KNew |
$478K - $508K
|
17K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
200K+ 2194.04% |
$5.61M - $5.97M
|
209K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.48% |
$1.97K - $2.09K
|
14.6K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.83K- 0.32% |
$108K - $115K
|
1.18M
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 13.06% |
$419K - $445K
|
129K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.01K+ 5.69% |
$225K - $239K
|
149K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.72K+ 6.58% |
$76.5K - $81.4K
|
44.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 12.75% |
$47.7K - $50.8K
|
15K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
179K+ 296.92% |
$5.02M - $5.34M
|
239K
$7.3M
|