Latest Institutional Transactions on Exchange Listed Funds Trust (HYLD)
This table provides information on the latest institutional transactions involving Exchange Listed Funds Trust (HYLD) 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.7K- 55.9% |
$304K - $337K
|
8.43K
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.4KClosed |
$1.12M - $1.24M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.9KClosed |
$339K - $375K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
61.6KNew |
$1.76M - $1.94M
|
61.6K
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30+ 9.23% |
$854 - $945
|
355
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-88Closed |
$2.51K - $2.77K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-185KClosed |
$5.27M - $5.83M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.5KClosed |
$556K - $615K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.3KClosed |
$836K - $925K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.7KClosed |
$419K - $464K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
170New |
$4.84K - $5.36K
|
170
$0
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-6.58KClosed |
$187K - $207K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.76KNew |
$244K - $250K
|
7.76K
$0
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.11KClosed |
$255K - $261K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.25KClosed |
$70.7K - $72.4K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-270- 13.88% |
$8.48K - $8.69K
|
1.68K
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.97KClosed |
$250K - $257K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-50Closed |
$1.57K - $1.61K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.36KClosed |
$200K - $205K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
6New |
$192 - $196
|
6
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.6KClosed |
$340K - $347K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-14.5KClosed |
$462K - $471K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-125Closed |
$4K - $4.08K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
453New |
$14.5K - $14.8K
|
453
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.5K+ 30.86% |
$80.7K - $81.6K
|
10.6K
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.89KClosed |
$222K - $225K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-7.98KClosed |
$257K - $260K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9Closed |
$290 - $294
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-190Closed |
$6.04K - $6.19K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-500Closed |
$15K - $16.1K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-565Closed |
$16.9K - $18.1K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
SELL
|
- |
-9.06KClosed |
$261K - $280K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-710Closed |
$20.5K - $22K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.97KNew |
$143K - $180K
|
5.97K
$0
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-76Closed |
$1.83K - $2.29K
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-14.9KClosed |
$366K - $511K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-23.2KClosed |
$567K - $792K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-21.1KClosed |
$517K - $721K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-12.8KClosed |
$424K - $434K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50Closed |
$1.65K - $1.69K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-36.1KClosed |
$1.22M - $1.26M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.9KClosed |
$199K - $205K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-278Closed |
$9.39K - $9.67K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Gradient Investments LLC
|
SELL
|
- |
-46Closed |
$1.55K - $1.6K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-3.91KClosed |
$134K - $137K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.08KClosed |
$276K - $282K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-29Closed |
$993 - $1.01K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-60Closed |
$2.05K - $2.1K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Covington Capital Management
|
SELL
|
- |
-206Closed |
$6.93K - $7.18K
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-106Closed |
$3.57K - $3.7K
|
0
$0
|