Latest Institutional Transactions on ETF Ser Solutions Defiance Nex (FIVG)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Defiance Nex (FIVG) 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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-30Closed |
$1.05K - $1.26K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-95.2KClosed |
$3.32M - $4.01M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.34KClosed |
$221K - $267K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.21KClosed |
$182K - $219K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.5KClosed |
$52.3K - $63.2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-275Closed |
$9.59K - $11.6K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-17Closed |
$593 - $716
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-180Closed |
$6.28K - $7.58K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-175Closed |
$6.1K - $7.37K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.57KNew |
$89.8K - $108K
|
2.57K
$105K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2.57KNew |
$89.8K - $108K
|
2.57K
$105K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-45Closed |
$1.57K - $1.89K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.87KClosed |
$170K - $205K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.8KClosed |
$133K - $160K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-29KClosed |
$1.01M - $1.22M
|
0
$0
|
|
Q4 2021 | |||||||
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
750New |
$26.9K - $31.8K
|
750
$30.5K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.37KClosed |
$85.2K - $101K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
325New |
$11.7K - $13.8K
|
325
$13.2K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-282Closed |
$10.1K - $12K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.25KClosed |
$296K - $350K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.5KClosed |
$591K - $698K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-317Closed |
$11.4K - $13.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-6KClosed |
$216K - $254K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-30.9KClosed |
$1.11M - $1.31M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-219Closed |
$7.87K - $9.29K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.2KClosed |
$223K - $263K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.86MClosed |
$66.8M - $78.9M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.53KClosed |
$54.8K - $64.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
300New |
$10.8K - $12.7K
|
300
$12.2K
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-600Closed |
$21.6K - $25.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.01KClosed |
$36.3K - $42.9K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 33.33% |
$35.9 - $42.4
|
4
$162
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-600Closed |
$21.6K - $25.4K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1KClosed |
$36.3K - $38.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500Closed |
$18.2K - $19.4K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2.96KClosed |
$108K - $115K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.88KNew |
$105K - $112K
|
2.88K
$117K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.52KClosed |
$128K - $137K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-601Closed |
$21.8K - $23.3K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
401New |
$14.6K - $15.6K
|
401
$16.3K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.52KNew |
$91.7K - $98K
|
2.52K
$102K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.5KClosed |
$418K - $447K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 9.09% |
$5.16K - $5.71K
|
1.5K
$60.9K
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-155Closed |
$5.34K - $5.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-13.3KClosed |
$456K - $505K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-111Closed |
$3.82K - $4.22K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-75Closed |
$2.58K - $2.85K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
47New |
$1.62K - $1.79K
|
47
$1.91K
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-906Closed |
$31.2K - $34.5K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7KClosed |
$241K - $266K
|
0
$0
|