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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
215New |
$8.68K - $9.18K
|
215
$13.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.33K- 14.1% |
$53.8K - $56.9K
|
8.12K
$495K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
680New |
$27.4K - $29K
|
680
$41.5K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-264- 56.77% |
$10.7K - $11.3K
|
201
$12.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-4.09K- 38.75% |
$165K - $175K
|
6.47K
$395K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
350+ 7.17% |
$14.1K - $14.9K
|
5.23K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
435+ 248.57% |
$17.6K - $18.6K
|
610
$37.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-9.98K- 63.29% |
$403K - $426K
|
5.79K
$353K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4.31K- 43.83% |
$174K - $184K
|
5.52K
$337K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-62- 25.31% |
$2.5K - $2.65K
|
183
$11.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-670- 12.19% |
$27K - $28.6K
|
4.83K
$294K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.91KNew |
$193K - $226K
|
4.91K
$300K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
645New |
$25.3K - $29.7K
|
645
$39.4K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.16K- 34.5% |
$45.5K - $53.4K
|
2.2K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-706- 1.34% |
$27.7K - $32.5K
|
51.8K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
410New |
$16.1K - $18.9K
|
410
$25K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
204New |
$8K - $9.39K
|
204
$12.4K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143New |
$5.61K - $6.59K
|
143
$8.73K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
66+ 0.67% |
$2.59K - $3.04K
|
9.97K
$608K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
46New |
$1.8K - $2.12K
|
46
$2.81K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
85New |
$3.33K - $3.91K
|
85
$5.19K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
16.1KNew |
$632K - $743K
|
16.1K
$984K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-140- 58.33% |
$5.49K - $6.45K
|
100
$6.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.72KNew |
$224K - $263K
|
5.72K
$349K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-530- 31.36% |
$20.8K - $24.4K
|
1.16K
$70.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-290- 4.43% |
$11.4K - $13.4K
|
6.26K
$382K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-499- 49.9% |
$18.8K - $21.1K
|
501
$30.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-88- 45.13% |
$3.31K - $3.71K
|
107
$6.53K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.06KNew |
$190K - $214K
|
5.06K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30New |
$1.13K - $1.27K
|
30
$1.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
103New |
$3.87K - $4.35K
|
103
$6.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
109+ 11.72% |
$4.1K - $4.6K
|
1.04K
$63.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
6.15KNew |
$231K - $259K
|
6.15K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
102K+ 648.99% |
$3.83M - $4.3M
|
118K
$7.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15New |
$564 - $633
|
15
$915
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.99KNew |
$112K - $126K
|
2.99K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
459New |
$17.3K - $19.4K
|
459
$28K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.75K- 86.18% |
$141K - $158K
|
602
$36.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.32% |
$37.6 - $42.2
|
314
$19.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.17KNew |
$307K - $345K
|
8.17K
$499K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
223New |
$8.39K - $9.41K
|
223
$13.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.34K- 16.2% |
$50.2K - $56.4K
|
6.91K
$422K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.97KNew |
$187K - $210K
|
4.97K
$303K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$564 - $633
|
15
$915
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43.9K- 34.28% |
$1.65M - $1.85M
|
84.2K
$5.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3New |
$113 - $127
|
3
$183
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.61K- 22.09% |
$60.7K - $68.1K
|
5.69K
$347K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 50.0% |
$3.76K - $4.22K
|
100
$6.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-11.6K- 75.39% |
$438K - $491K
|
3.8K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-8.23K- 11.97% |
$310K - $347K
|
60.6K
$3.7M
|
|