Latest Institutional Transactions on Graniteshares ETF Tr Bloomber (COMB)
This table provides information on the latest institutional transactions involving Graniteshares ETF Tr Bloomber (COMB) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-206- 1.91% |
$4.12K - $4.43K
|
10.6K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-603- 5.14% |
$12.1K - $13K
|
11.1K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
176KNew |
$3.53M - $3.79M
|
176K
$3.8M
|
|
| Q1 2024 | |||||||
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.2KNew |
$193K - $203K
|
10.2K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-160- 74.42% |
$3.02K - $3.18K
|
55
$1.19K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11New |
$208 - $219
|
11
$237
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.04K- 4.45% |
$38.6K - $40.7K
|
43.9K
$948K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.67K+ 9.53% |
$50.5K - $53.2K
|
30.7K
$663K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.1KNew |
$326K - $375K
|
17.1K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
884+ 5.73% |
$16.9K - $19.4K
|
16.3K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 14.29% |
$363 - $418
|
114
$2.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.16K+ 151.12% |
$60.3K - $69.4K
|
5.25K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.8K- 98.05% |
$398K - $458K
|
415
$8.96K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.85K- 21.09% |
$35.2K - $40.6K
|
6.9K
$149K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
434New |
$8.29K - $9.54K
|
434
$9.37K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.64K+ 4.93% |
$108K - $124K
|
120K
$2.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-50- 0.83% |
$955 - $1.1K
|
5.95K
$128K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
43.7KNew |
$835K - $961K
|
43.7K
$943K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 200.0% |
$2.07K - $2.22K
|
150
$3.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$621 - $665
|
30
$647
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28.6K- 65.24% |
$592K - $634K
|
15.2K
$329K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-53- 0.28% |
$1.05K - $1.16K
|
19.1K
$411K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-203- 7.72% |
$4.03K - $4.45K
|
2.43K
$52.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.18K- 23.21% |
$63.1K - $69.7K
|
10.5K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
161New |
$3.2K - $3.53K
|
161
$3.47K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-613- 37.75% |
$12.6K - $13.8K
|
1.01K
$21.8K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-30.5KClosed |
$627K - $687K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-63.3KClosed |
$1.3M - $1.43M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.4KNew |
$49.4K - $54.1K
|
2.4K
$51.8K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-75- 0.52% |
$1.54K - $1.69K
|
14.4K
$311K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.5KNew |
$236K - $258K
|
11.5K
$248K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$411 - $451
|
20
$432
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11.8KNew |
$242K - $265K
|
11.8K
$254K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
160New |
$3.29K - $3.6K
|
160
$3.45K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-705- 3.85% |
$14.5K - $15.9K
|
17.6K
$380K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-314- 2.71% |
$6.46K - $7.07K
|
11.3K
$243K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
137New |
$2.82K - $3.09K
|
137
$2.96K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.05KNew |
$42.2K - $46.2K
|
2.05K
$44.2K
|
|
| Q4 2022 | |||||||
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
57New |
$1.28K - $1.74K
|
57
$1.23K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-730- 12.33% |
$16.4K - $22.3K
|
5.19K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-643K- 96.2% |
$14.4M - $19.6M
|
25.4K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.89KNew |
$42.5K - $57.8K
|
1.89K
$40.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
357New |
$8.01K - $10.9K
|
357
$7.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
363New |
$8.14K - $11.1K
|
363
$7.83K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
33.8K+ 59.4% |
$759K - $1.03M
|
90.8K
$1.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1New |
$22.4 - $30.6
|
1
$21.6
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.22K+ 6.44% |
$27.5K - $37.4K
|
20.2K
$437K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-141K- 90.57% |
$3.16M - $4.3M
|
14.7K
$316K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150New |
$3.36K - $4.58K
|
150
$3.24K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.55KNew |
$57.2K - $77.9K
|
2.55K
$55K
|
|