Purchases and Sales Made in Q1 2024 in Tidal ETF Tr Gotham 1000 Value (GVLU)
This table provides information about the institutional ownership of Tidal ETF Tr Gotham 1000 Value (GVLU) during Q1 2024. The information is specifically focused on institutions that hold shares of TIDAL ETF TR GOTHAM 1000 VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
150K+ 6.54% |
$3.18M - $3.58M
|
2.45M
$57.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
41.4K+ 39.21% |
$879K - $987K
|
147K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.91KNew |
$189K - $212K
|
8.91K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.17K+ 9.17% |
$67.4K - $75.7K
|
37.8K
$894K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.8K+ 12.31% |
$59.5K - $66.9K
|
25.6K
$606K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.38K+ 2.8% |
$50.6K - $56.8K
|
87.4K
$2.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300+ 1.08% |
$6.37K - $7.16K
|
28.2K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
262New |
$5.56K - $6.25K
|
262
$6.2K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
33+ 3.02% |
$701 - $787
|
1.13K
$26.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.38% |
$21.2 - $23.9
|
262
$6.2K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.38% |
$21.2 - $23.9
|
262
$6.2K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 50.0% |
$2.12K - $2.39K
|
100
$2.37K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-331- 1.15% |
$7.03K - $7.89K
|
28.6K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.5K- 58.53% |
$1.2M - $1.35M
|
40K
$947K
|