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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-80.5K- 38.96% |
$2.26M - $2.41M
|
126K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.8K- 1.91% |
$979K - $1.04M
|
1.79M
$54.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.03K+ 37.99% |
$254K - $270K
|
32.8K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38KNew |
$1.07M - $1.14M
|
38K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36.5K+ 37.04% |
$1.03M - $1.09M
|
135K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
9.27K+ 16.61% |
$260K - $277K
|
65.1K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
68.1K+ 5.37% |
$1.91M - $2.04M
|
1.34M
$40.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
25.9KNew |
$727K - $774K
|
25.9K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
501K+ 11.02% |
$14.1M - $15M
|
5.05M
$154M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-72.1K- 16.69% |
$2.02M - $2.15M
|
360K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.11K+ 13.38% |
$200K - $212K
|
60.2K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
155K+ 48.22% |
$4.35M - $4.63M
|
476K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
946K+ 12.87% |
$26.6M - $28.3M
|
8.29M
$253M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.5K+ 15.42% |
$380K - $404K
|
101K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13.9K- 2.03% |
$390K - $415K
|
671K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
742+ 56.86% |
$20.9K - $22.2K
|
2.05K
$62.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
12.1K+ 13.66% |
$341K - $362K
|
101K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.6K+ 3.26% |
$748K - $796K
|
845K
$25.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.3K- 5.13% |
$316K - $337K
|
208K
$6.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.4K+ 4.98% |
$432K - $460K
|
324K
$9.89M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
57.8K+ 190.88% |
$1.62M - $1.73M
|
88.1K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
179K+ 30.26% |
$5.04M - $5.36M
|
772K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
439+ 406.48% |
$12.3K - $13.1K
|
547
$16.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
106KNew |
$2.97M - $3.16M
|
106K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-221- 5.4% |
$6.21K - $6.61K
|
3.87K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-253K- 41.93% |
$7.12M - $7.57M
|
351K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.27K+ 1.71% |
$35.7K - $37.9K
|
75.5K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76.8K+ 13.82% |
$2.16M - $2.29M
|
632K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41.1K+ 121.55% |
$1.15M - $1.23M
|
74.8K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-186K- 95.04% |
$5.22M - $5.56M
|
9.7K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
29.6K+ 17.58% |
$832K - $885K
|
198K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
31.3K+ 21.56% |
$880K - $937K
|
177K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
7.25K+ 3.45% |
$204K - $217K
|
217K
$6.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24.2K+ 175.66% |
$680K - $723K
|
38K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4K- 22.22% |
$112K - $120K
|
14K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.48K+ 31.48% |
$69.5K - $74K
|
10.3K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-101- 0.29% |
$2.84K - $3.02K
|
34.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.56K+ 5.99% |
$156K - $166K
|
98.3K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.73K- 1.91% |
$161K - $171K
|
294K
$8.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-350- 0.99% |
$9.84K - $10.5K
|
35.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
29.1K+ 4.26% |
$817K - $869K
|
712K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
452New |
$12.7K - $13.5K
|
452
$13.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.12K- 12.76% |
$31.5K - $33.5K
|
7.67K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
54.4KNew |
$1.53M - $1.63M
|
54.4K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.78KNew |
$190K - $203K
|
6.78K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 197.4% |
$386K - $410K
|
20.7K
$631K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.9KNew |
$110K - $117K
|
3.9K
$119K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.85K+ 151.17% |
$80.2K - $85.3K
|
4.74K
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
15.7K+ 14.75% |
$440K - $468K
|
122K
$3.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12K+ 4.93% |
$336K - $357K
|
254K
$7.76M
|