Latest Institutional Transactions on ETF Managers Tr (ETHO)
This table provides information on the latest institutional transactions involving ETF Managers Tr (ETHO) 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 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
196New |
$9.11K - $11.1K
|
196
$12K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
419+ 0.76% |
$19.5K - $23.6K
|
55.9K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
803+ 6.83% |
$37.3K - $45.3K
|
12.6K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6K+ 176.82% |
$1.47M - $1.78M
|
49.5K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.67KNew |
$171K - $207K
|
3.67K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
773+ 7.96% |
$35.9K - $43.6K
|
10.5K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.55K- 5.22% |
$351K - $426K
|
137K
$8.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.3KNew |
$803K - $975K
|
17.3K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.88KNew |
$180K - $219K
|
3.88K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-298- 6.61% |
$13.8K - $16.8K
|
4.21K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07K+ 17.88% |
$49.5K - $60.1K
|
7.02K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-8.43K- 59.85% |
$392K - $476K
|
5.66K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
268+ 6.01% |
$12.5K - $15.1K
|
4.73K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-798- 1.12% |
$37.1K - $45K
|
70.6K
$4.31M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-14- 0.28% |
$650 - $790
|
5.05K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
926New |
$43K - $52.2K
|
926
$56.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-207- 24.64% |
$9.62K - $11.7K
|
633
$38.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.04K- 9.13% |
$94.9K - $115K
|
20.3K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
648+ 5.59% |
$30.1K - $36.6K
|
12.2K
$748K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-810- 3.31% |
$37.6K - $45.7K
|
23.7K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-791- 22.46% |
$36.7K - $44.6K
|
2.73K
$167K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
197New |
$9.15K - $11.1K
|
197
$12K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-13.8K- 60.19% |
$641K - $778K
|
9.13K
$558K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.84K- 17.68% |
$178K - $217K
|
17.9K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5- 0.12% |
$232 - $282
|
4.1K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-255- 36.74% |
$11.8K - $14.4K
|
439
$26.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.44K+ 7.73% |
$113K - $137K
|
34K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-12.5K- 18.6% |
$581K - $705K
|
54.7K
$3.34M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
254+ 28.44% |
$11.8K - $14.3K
|
1.15K
$70.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
471+ 1.24% |
$21.9K - $26.6K
|
38.5K
$2.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
991+ 14.64% |
$46K - $55.9K
|
7.76K
$474K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 2.8% |
$1.63K - $1.97K
|
1.29K
$78.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-142- 1.27% |
$6.6K - $8.01K
|
11K
$672K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.22KNew |
$196K - $238K
|
4.22K
$257K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-24- 0.06% |
$1.12K - $1.35K
|
39.4K
$2.41M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-9- 0.11% |
$446 - $498
|
8.04K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.52K- 23.89% |
$75.1K - $83.9K
|
4.83K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33.2KNew |
$1.65M - $1.84M
|
33.2K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.4K- 77.91% |
$1.7M - $1.9M
|
9.74K
$595K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.27% |
$49.5 - $55.4
|
80
$4.89K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-340- 1.9% |
$16.8K - $18.8K
|
17.6K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
744+ 1.97% |
$36.9K - $41.2K
|
38.5K
$2.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.06% |
$99.1 - $111
|
3.52K
$215K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.54KNew |
$126K - $141K
|
2.54K
$155K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
31New |
$1.54K - $1.72K
|
31
$1.89K
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.57K- 32.74% |
$424K - $474K
|
17.6K
$1.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
37+ 77.08% |
$1.83K - $2.05K
|
85
$5.19K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$734K - $793K
|
14.9K
$910K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
980+ 31.81% |
$48.3K - $52.2K
|
4.06K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.29% |
$98.6 - $107
|
683
$41.7K
|
|