Latest Institutional Transactions on First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information on the latest institutional transactions involving First Tr Fd Ii Nasdaq Cybersec (CIBR) 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 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
48.3KNew |
$2.12M - $2.3M
|
48.3K
$3.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.49KNew |
$329K - $356K
|
7.49K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
700+ 14.05% |
$30.7K - $33.3K
|
5.68K
$378K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.5K- 7.67% |
$1.73M - $1.88M
|
475K
$31.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-255- 63.75% |
$11.2K - $12.1K
|
145
$9.65K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-93- 2.07% |
$4.08K - $4.42K
|
4.4K
$293K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
26+ 7.1% |
$1.14K - $1.24K
|
392
$26.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-3- 13.04% |
$132 - $143
|
20
$1.33K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
791New |
$34.7K - $37.6K
|
791
$52.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-158- 0.96% |
$6.94K - $7.51K
|
16.4K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22New |
$966 - $1.05K
|
22
$1.46K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
25+ 0.28% |
$1.1K - $1.19K
|
9.11K
$606K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
95New |
$4.17K - $4.52K
|
95
$6.32K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
529New |
$23.2K - $25.2K
|
529
$35.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-97- 1.97% |
$4.26K - $4.61K
|
4.83K
$322K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.95KNew |
$217K - $235K
|
4.95K
$329K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
965New |
$42.4K - $45.9K
|
965
$64.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
210New |
$9.22K - $9.99K
|
210
$14K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-250- 38.11% |
$9.61K - $11.5K
|
406
$27K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
206New |
$7.92K - $9.47K
|
206
$13.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16KNew |
$615K - $736K
|
16K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.06KNew |
$271K - $325K
|
7.06K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.69KNew |
$180K - $215K
|
4.69K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.42K- 70.49% |
$54.5K - $65.3K
|
594
$39.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.43K- 98.38% |
$93.4K - $112K
|
40
$2.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
193+ 3.25% |
$7.42K - $8.88K
|
6.13K
$408K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.8K+ 21.11% |
$417K - $499K
|
62.2K
$4.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
40New |
$1.54K - $1.84K
|
40
$2.66K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$38.4 - $46
|
7.13K
$474K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-101- 54.3% |
$3.88K - $4.64K
|
85
$5.66K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.63K+ 13.4% |
$332K - $397K
|
73.1K
$4.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-422- 8.55% |
$16.2K - $19.4K
|
4.52K
$300K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
215+ 107.5% |
$8.26K - $9.89K
|
415
$27.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-337- 46.23% |
$13K - $15.5K
|
392
$26.1K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
66New |
$2.46K - $2.83K
|
66
$4.39K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
40New |
$1.49K - $1.72K
|
40
$2.66K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.4KNew |
$52.2K - $60.1K
|
1.4K
$93.2K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.52KNew |
$243K - $280K
|
6.52K
$434K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
14.3KNew |
$532K - $612K
|
14.3K
$949K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-59.2K- 90.74% |
$2.21M - $2.54M
|
6.04K
$402K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-238- 2.03% |
$8.88K - $10.2K
|
11.5K
$766K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.7KNew |
$175K - $202K
|
4.7K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.26KNew |
$122K - $140K
|
3.26K
$217K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500New |
$18.7K - $21.5K
|
500
$33.3K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
270New |
$10.1K - $11.6K
|
270
$18K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
39.3KNew |
$1.47M - $1.69M
|
39.3K
$2.61M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-76- 0.14% |
$2.84K - $3.26K
|
54K
$3.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
6.02KNew |
$225K - $259K
|
6.02K
$401K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500New |
$18.7K - $21.5K
|
500
$33.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$74.6 - $85.8
|
2
$133
|
|