Latest Institutional Transactions on Etfmg Prime Mobile Payments Et (IPAY)
This table provides information on the latest institutional transactions involving Etfmg Prime Mobile Payments Et (IPAY) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-650- 6.49% |
$22.9K - $30.5K
|
9.37K
$510K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.64K- 6.08% |
$93K - $124K
|
40.8K
$2.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 45.45% |
$7.04K - $9.38K
|
240
$13.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
27+ 5.95% |
$951 - $1.27K
|
481
$26.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
360New |
$12.7K - $16.9K
|
360
$19.6K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-350- 4.91% |
$12.3K - $16.4K
|
6.77K
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
32+ 0.54% |
$1.13K - $1.5K
|
5.95K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.25KNew |
$185K - $246K
|
5.25K
$286K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.3K- 89.84% |
$81K - $108K
|
260
$14.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-11.5K- 27.43% |
$405K - $539K
|
30.4K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.8K+ 47.31% |
$416K - $554K
|
36.8K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
80.7KNew |
$2.84M - $3.78M
|
80.7K
$4.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
819+ 10.64% |
$28.8K - $38.4K
|
8.52K
$464K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 23.02% |
$1.13K - $1.5K
|
107
$5.83K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-42- 0.42% |
$1.48K - $1.97K
|
10.1K
$548K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-36Closed |
$1.27K - $1.69K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.72KNew |
$201K - $268K
|
5.72K
$311K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37- 0.11% |
$1.3K - $1.74K
|
35.1K
$1.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 286.86% |
$4.53M - $6.03M
|
173K
$9.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$399K - $532K
|
11.3K
$618K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
396+ 1.73% |
$13.9K - $18.6K
|
23.3K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-19.3K- 69.46% |
$681K - $907K
|
8.5K
$463K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-92.4K- 84.26% |
$3.25M - $4.33M
|
17.3K
$940K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.15K- 11.79% |
$40.5K - $53.9K
|
8.6K
$469K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5K- 16.06% |
$52.8K - $70.4K
|
7.84K
$427K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-54- 35.06% |
$1.9K - $2.53K
|
100
$5.45K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
175New |
$6.79K - $7.95K
|
175
$9.54K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
800New |
$31K - $36.3K
|
800
$43.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24+ 0.26% |
$931 - $1.09K
|
9.41K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
13.2KNew |
$512K - $599K
|
13.2K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.34K- 59.46% |
$52.1K - $60.9K
|
915
$49.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.89K+ 6.44% |
$112K - $131K
|
47.7K
$2.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
288New |
$11.2K - $13.1K
|
288
$15.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.98K- 7.93% |
$76.6K - $89.7K
|
22.9K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$3.88K - $4.54K
|
100
$5.45K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
620New |
$24.1K - $28.2K
|
620
$33.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-76- 85.39% |
$2.95K - $3.45K
|
13
$708
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
468+ 9.94% |
$18.2K - $21.3K
|
5.18K
$282K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$194 - $227
|
5
$272
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 13.66% |
$52.3K - $61.2K
|
8.52K
$464K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-705- 9.66% |
$27.4K - $32K
|
6.59K
$359K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.12K- 47.52% |
$160K - $187K
|
4.54K
$248K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$4.04K - $4.27K
|
100
$5.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-312- 4.52% |
$12.6K - $13.3K
|
6.59K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.82K+ 29.21% |
$315K - $334K
|
34.6K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-494- 8.47% |
$19.9K - $21.1K
|
5.34K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.57KNew |
$265K - $280K
|
6.57K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 50.0% |
$4.04K - $4.27K
|
100
$5.45K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.37K- 54.24% |
$338K - $357K
|
7.06K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 31.45% |
$87.3K - $92.4K
|
4.72K
$257K
|
|