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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.93K- 15.82% |
$59.3K - $73.3K
|
10.3K
$416K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
510New |
$15.7K - $19.4K
|
510
$20.7K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-13.4K- 30.86% |
$412K - $509K
|
30K
$1.22M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.37KClosed |
$72.7K - $89.9K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-20.5KClosed |
$631K - $781K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-5.86KClosed |
$180K - $223K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-20.9KClosed |
$644K - $796K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.98% |
$30.8 - $38
|
103
$4.18K
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-8.12KClosed |
$250K - $309K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.26KClosed |
$192K - $238K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.96K- 40.48% |
$183K - $227K
|
8.77K
$356K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-14- 0.67% |
$431 - $532
|
2.08K
$84.6K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-500Closed |
$15.4K - $19K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.45KClosed |
$75.5K - $93.3K
|
0
$0
|
|
Q1 2022 | |||||||
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.3KClosed |
$462K - $558K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-603Closed |
$21K - $25.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-700Closed |
$24.4K - $29.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-21.8KClosed |
$762K - $920K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.38KClosed |
$188K - $226K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-229Closed |
$7.99K - $9.64K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.85KClosed |
$239K - $288K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250Closed |
$8.72K - $10.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.99KClosed |
$174K - $210K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-5.24KClosed |
$183K - $220K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.07KClosed |
$212K - $256K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.11KClosed |
$178K - $215K
|
0
$0
|
|
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
|
West Bancorporation Inc
|
SELL
|
- |
-1.5KClosed |
$52.3K - $63.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.21KClosed |
$182K - $219K
|
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
|
First Command Bank
|
BUY
|
- |
2.57KNew |
$89.8K - $108K
|
2.57K
$105K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.57KNew |
$89.8K - $108K
|
2.57K
$105K
|
|
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 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
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.25KClosed |
$296K - $350K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-282Closed |
$10.1K - $12K
|
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
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-219Closed |
$7.87K - $9.29K
|
0
$0
|