Purchases and Sales Made in Q2 2023 in Shp ETF Tr Neos Enhanced Incom (CSHI)
This table provides information about the institutional ownership of Shp ETF Tr Neos Enhanced Incom (CSHI) during Q2 2023. The information is specifically focused on institutions that hold shares of SHP ETF TR NEOS ENHANCED INCOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
585KNew |
N/A
|
585K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
324KNew |
N/A
|
324K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
221KNew |
N/A
|
221K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
73.6KNew |
N/A
|
73.6K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43K+ 462.1% |
N/A
|
52.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
33.6KNew |
N/A
|
33.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.53KNew |
N/A
|
8.53K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.87K+ 132.91% |
N/A
|
12K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
545+ 13.6% |
N/A
|
4.55K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
316New |
N/A
|
316
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-13- 0.26% |
N/A
|
4.95K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-231- 2.73% |
N/A
|
8.23K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.74K- 8.0% |
N/A
|
20K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-28.1K- 49.09% |
N/A
|
29.2K
$0
|