Purchases and Sales Made in Q1 2023 in Graniteshares ETF Tr Bloomber (COMB)
This table provides information about the institutional ownership of Graniteshares ETF Tr Bloomber (COMB) during Q1 2023. The information is specifically focused on institutions that hold shares of GRANITESHARES ETF TR BLOOMBER .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
98.6K+ 33.06% |
$2.03M - $2.22M
|
397K
$7.98M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
96.6K+ 139.32% |
$1.99M - $2.18M
|
166K
$3.34M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
93.9K+ 27.2% |
$1.93M - $2.11M
|
439K
$8.83M
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
87K+ 43.06% |
$1.79M - $1.96M
|
289K
$5.81M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.8K+ 21.96% |
$715K - $783K
|
193K
$3.88M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
31.7K+ 78.34% |
$653K - $715K
|
72.2K
$1.45M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.4K+ 32.55% |
$645K - $707K
|
128K
$2.57M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11.8KNew |
$242K - $265K
|
11.8K
$237K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.5KNew |
$236K - $258K
|
11.5K
$231K
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.4K+ 41.01% |
$215K - $235K
|
35.9K
$722K
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
10.3K+ 38.3% |
$212K - $232K
|
37.2K
$749K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
6KNew |
$123K - $135K
|
6K
$121K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.5K+ 33.19% |
$113K - $124K
|
22.1K
$444K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.02K+ 3.82% |
$103K - $113K
|
136K
$2.74M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.24K+ 38.89% |
$66.5K - $72.9K
|
11.6K
$232K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 10.08% |
$64.9K - $71.1K
|
34.5K
$693K
|
|
May 15, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
2.5K+ 11.79% |
$51.4K - $56.3K
|
23.7K
$477K
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.4KNew |
$49.4K - $54.1K
|
2.4K
$48.3K
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 1.75% |
$45.7K - $50K
|
129K
$2.6M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.05KNew |
$42.2K - $46.2K
|
2.05K
$41.2K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.64K+ 80.39% |
$33.7K - $36.9K
|
3.67K
$73.8K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.3K+ 8.97% |
$26.7K - $29.2K
|
15.8K
$317K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
788New |
$16.2K - $17.8K
|
788
$15.8K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
605+ 53.83% |
$12.4K - $13.6K
|
1.73K
$34.8K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
498+ 3.38% |
$10.2K - $11.2K
|
15.2K
$306K
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
190+ 7.79% |
$3.91K - $4.28K
|
2.63K
$52.9K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
160New |
$3.29K - $3.6K
|
160
$3.22K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
137New |
$2.82K - $3.09K
|
137
$2.76K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$1.03K - $1.13K
|
50
$1.01K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$411 - $451
|
20
$402
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2- 0.24% |
$41.1 - $45.1
|
820
$16.5K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-25- 0.13% |
$514 - $563
|
19.1K
$384K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-75- 0.52% |
$1.54K - $1.69K
|
14.4K
$290K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-279- 7.63% |
$5.74K - $6.29K
|
3.38K
$67.9K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-314- 2.71% |
$6.46K - $7.07K
|
11.3K
$226K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 65.04% |
$8.23K - $9.01K
|
215
$4.32K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-613- 37.75% |
$12.6K - $13.8K
|
1.01K
$20.3K
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-705- 3.85% |
$14.5K - $15.9K
|
17.6K
$354K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.97K- 3.55% |
$40.4K - $44.3K
|
53.4K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.38K- 14.82% |
$49K - $53.7K
|
13.7K
$275K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.78K- 61.32% |
$57.1K - $62.5K
|
1.75K
$35.2K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.48K- 34.98% |
$174K - $191K
|
15.8K
$317K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.1K- 32.29% |
$291K - $319K
|
29.7K
$597K
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-30.5KClosed |
$627K - $687K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.4K- 55.74% |
$749K - $821K
|
28.9K
$582K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-77.6K- 5.24% |
$1.6M - $1.75M
|
1.4M
$28.2M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-108K- 74.68% |
$2.23M - $2.44M
|
36.7K
$738K
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-208K- 90.76% |
$4.28M - $4.69M
|
21.2K
$426K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-586K- 54.83% |
$12M - $13.2M
|
482K
$9.7M
|