Latest Institutional Transactions on Alps ETF Tr Disruptive Technol (DTEC)
This table provides information on the latest institutional transactions involving Alps ETF Tr Disruptive Technol (DTEC) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 20.0% |
$116 - $129
|
12
$599
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-28- 8.7% |
$1.09K - $1.2K
|
294
$14.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
23.9KNew |
$928K - $1.03M
|
23.9K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.75K+ 5.33% |
$107K - $118K
|
54.3K
$2.71M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-436- 0.43% |
$17.2K - $18.7K
|
99.9K
$4.99M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35+ 5.74% |
$1.38K - $1.5K
|
645
$32.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 1.0% |
$39.5 - $42.8
|
101
$5.04K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.4KNew |
$272K - $350K
|
8.4K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
246New |
$7.97K - $10.3K
|
246
$12.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5KNew |
$162K - $208K
|
5K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-34.2K- 48.0% |
$1.11M - $1.42M
|
37K
$1.85M
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-287- 4.27% |
$10K - $11.7K
|
6.43K
$321K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.13% |
$349 - $409
|
7.49K
$374K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
155New |
$5.42K - $6.34K
|
155
$7.74K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-425- 26.15% |
$14.8K - $17.4K
|
1.2K
$59.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$13.1K - $15.3K
|
375
$18.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.13KNew |
$217K - $243K
|
6.13K
$306K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400- 21.05% |
$13.3K - $15.5K
|
1.5K
$74.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
747New |
$22.7K - $26.6K
|
747
$37.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
54New |
$1.64K - $1.92K
|
54
$2.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$3.05K - $3.56K
|
100
$5K
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$30.5 - $35.6
|
8.05K
$402K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 202.7% |
$2.36K - $2.92K
|
112
$5.59K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-148- 25.04% |
$4.66K - $5.76K
|
443
$22.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 0.39% |
$787 - $972
|
6.4K
$320K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
702New |
$22.3K - $30.7K
|
702
$35.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26KClosed |
$829K - $1.14M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
925New |
$29.4K - $40.4K
|
925
$46.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
6.53KNew |
$208K - $286K
|
6.53K
$326K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
709New |
$22.6K - $31K
|
709
$35.4K
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6.36KClosed |
$202K - $278K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-50Closed |
$1.59K - $2.19K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.69KClosed |
$149K - $205K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-73.1KClosed |
$2.79M - $3.55M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.27KClosed |
$125K - $159K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$42.1K - $53.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-59.5KClosed |
$2.27M - $2.89M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75New |
$2.86K - $3.65K
|
75
$3.75K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.5KClosed |
$1.43M - $1.82M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-180Closed |
$6.87K - $8.75K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-4.61KClosed |
$176K - $224K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
625New |
$29.1K - $32.9K
|
625
$31.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-71- 29.83% |
$3.31K - $3.74K
|
167
$8.34K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-19Closed |
$885 - $1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-20Closed |
$931 - $1.05K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.74KClosed |
$453K - $513K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$46.6 - $52.6
|
409
$20.4K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-225Closed |
$10.6K - $11.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.95KClosed |
$234K - $257K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.5KClosed |
$70.8K - $77.9K
|
0
$0
|
|