Purchases and Sales Made in Q4 2023 in Graniteshares ETF Tr Bloomber (COMB)
This table provides information about the institutional ownership of Graniteshares ETF Tr Bloomber (COMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
252K+ 136.22% |
$4.82M - $5.54M
|
437K
$8.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
88.8KNew |
$1.7M - $1.95M
|
88.8K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
43.7KNew |
$835K - $961K
|
43.7K
$879K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
32.8KNew |
$626K - $721K
|
32.8K
$660K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
25KNew |
$477K - $549K
|
25K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
24K+ 5.25% |
$458K - $528K
|
481K
$9.68M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
17.5KNew |
$334K - $385K
|
17.5K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.1KNew |
$326K - $375K
|
17.1K
$343K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14.5KNew |
$278K - $319K
|
14.5K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
13.2K+ 15.91% |
$252K - $290K
|
96.1K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.64K+ 4.93% |
$108K - $124K
|
120K
$2.41M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.49K+ 3.88% |
$105K - $121K
|
147K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.16K+ 151.12% |
$60.3K - $69.4K
|
5.25K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.42K+ 9.91% |
$46.2K - $53.2K
|
26.8K
$540K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 39.94% |
$24.4K - $28.1K
|
4.47K
$90K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
884+ 5.73% |
$16.9K - $19.4K
|
16.3K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
659+ 0.25% |
$12.6K - $14.5K
|
263K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
584+ 1.82% |
$11.2K - $12.8K
|
32.7K
$658K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
434New |
$8.29K - $9.54K
|
434
$8.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
62New |
$1.18K - $1.36K
|
62
$1.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 14.29% |
$363 - $418
|
114
$2.29K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-50- 0.83% |
$955 - $1.1K
|
5.95K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159- 99.38% |
$3.04K - $3.5K
|
1
$20.1
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-244- 5.65% |
$4.66K - $5.37K
|
4.08K
$82K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.34K- 21.44% |
$25.5K - $29.4K
|
4.9K
$98.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.85K- 21.09% |
$35.2K - $40.6K
|
6.9K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.1K- 6.5% |
$40.1K - $46.2K
|
30.2K
$607K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.19K- 12.97% |
$41.8K - $48.2K
|
14.7K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.4K- 99.96% |
$45.8K - $52.7K
|
1
$20.1
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.98K- 7.97% |
$76K - $87.5K
|
46K
$924K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.7K- 10.1% |
$109K - $125K
|
50.7K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.71K- 19.28% |
$109K - $125K
|
23.9K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.8K- 98.05% |
$398K - $458K
|
415
$8.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-22.8K- 44.83% |
$435K - $501K
|
28K
$564K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-34.1K- 16.85% |
$651K - $749K
|
168K
$3.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.5K- 24.42% |
$869K - $1M
|
141K
$2.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-51.3K- 64.19% |
$980K - $1.13M
|
28.6K
$576K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-64.5K- 33.02% |
$1.23M - $1.42M
|
131K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-260K- 78.13% |
$4.96M - $5.72M
|
72.7K
$1.46M
|