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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
155New |
$5.42K - $6.34K
|
155
$7.18K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-425- 26.15% |
$14.8K - $17.4K
|
1.2K
$55.6K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$13.1K - $15.3K
|
375
$17.4K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.13KNew |
$217K - $243K
|
6.13K
$284K
|
|
Q1 2023 | |||||||
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400- 21.05% |
$13.3K - $15.5K
|
1.5K
$69.5K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-312- 43.82% |
$9.5K - $11.1K
|
400
$18.5K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
747New |
$22.7K - $26.6K
|
747
$34.6K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
54New |
$1.64K - $1.92K
|
54
$2.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$3.05K - $3.56K
|
100
$4.63K
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$30.5 - $35.6
|
8.05K
$373K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 202.7% |
$2.36K - $2.92K
|
112
$5.19K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-148- 25.04% |
$4.66K - $5.76K
|
443
$20.5K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 0.39% |
$787 - $972
|
6.4K
$296K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
702New |
$22.3K - $30.7K
|
702
$32.5K
|
|
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
$42.9K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
6.53KNew |
$208K - $286K
|
6.53K
$303K
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6.36KClosed |
$202K - $278K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
709New |
$22.6K - $31K
|
709
$32.9K
|
|
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
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75New |
$2.86K - $3.65K
|
75
$3.48K
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-59.5KClosed |
$2.27M - $2.89M
|
0
$0
|
|
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
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1KClosed |
$38.3K - $48.8K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
625New |
$29.1K - $32.9K
|
625
$29K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-71- 29.83% |
$3.31K - $3.74K
|
167
$7.74K
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.33KClosed |
$295K - $333K
|
0
$0
|
|
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
$19K
|
|
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
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-678Closed |
$32K - $35.2K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.7KClosed |
$648K - $712K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-843Closed |
$39.8K - $43.8K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400Closed |
$17.2K - $19.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$215 - $246
|
5
$232
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-665Closed |
$28.6K - $32.7K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-829Closed |
$35.4K - $42.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-327Closed |
$14K - $16.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7KClosed |
$299K - $357K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-89Closed |
$3.81K - $4.53K
|
0
$0
|