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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.77KNew |
$179K - $201K
|
4.77K
$260K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21New |
$790 - $886
|
21
$1.14K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$752 - $844
|
20
$1.09K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
250New |
$9.4K - $10.6K
|
250
$13.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
200New |
$7.52K - $8.44K
|
200
$10.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
55New |
$2.07K - $2.32K
|
55
$3K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-110- 52.38% |
$4.14K - $4.64K
|
100
$5.45K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
40New |
$1.5K - $1.89K
|
40
$2.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-43- 40.19% |
$1.62K - $2.03K
|
64
$3.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
103+ 1.41% |
$3.87K - $4.87K
|
7.39K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.12K- 4.86% |
$42.2K - $53.2K
|
22K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
135New |
$5.07K - $6.39K
|
135
$7.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.17% |
$977 - $1.23K
|
15.3K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
27.6KNew |
$1.04M - $1.31M
|
27.6K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
307+ 5.95% |
$11.5K - $14.5K
|
5.47K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.47KNew |
$243K - $306K
|
6.47K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
200New |
$7.51K - $9.46K
|
200
$10.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.58K- 97.53% |
$59.3K - $74.7K
|
40
$2.18K
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-9.8K- 7.96% |
$368K - $463K
|
113K
$6.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-882- 11.21% |
$33.1K - $41.7K
|
6.99K
$381K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
273+ 273.0% |
$10.3K - $12.9K
|
373
$20.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
18+ 0.58% |
$676 - $851
|
3.1K
$169K
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 16.81% |
$41.3K - $52K
|
5.45K
$297K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.62K- 95.23% |
$60.8K - $76.5K
|
81
$4.41K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-200- 0.76% |
$7.51K - $9.46K
|
26K
$1.42M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.89KClosed |
$146K - $184K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.94KClosed |
$150K - $212K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
300New |
$11.4K - $16.1K
|
300
$16.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.96KNew |
$74.7K - $105K
|
1.96K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.5KClosed |
$515K - $727K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.46KClosed |
$55.7K - $78.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-18.9KClosed |
$721K - $1.02M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.37KClosed |
$166K - $235K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.61K- 27.57% |
$99.6K - $141K
|
6.87K
$374K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-511Closed |
$19.5K - $27.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.28KNew |
$86.8K - $123K
|
2.28K
$124K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-56Closed |
$2.13K - $3.01K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-1KClosed |
$38.1K - $53.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.18KClosed |
$312K - $440K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-514Closed |
$19.6K - $27.6K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.8K- 37.85% |
$145K - $204K
|
6.24K
$340K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.64KClosed |
$177K - $249K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.56KNew |
$59.3K - $83.8K
|
1.56K
$84.9K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.43K- 19.59% |
$54.4K - $76.8K
|
5.86K
$319K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
62New |
$2.36K - $3.33K
|
62
$3.38K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-23.9K- 33.39% |
$911K - $1.29M
|
47.7K
$2.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-200- 8.87% |
$7.62K - $10.8K
|
2.05K
$112K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
325New |
$12.4K - $17.5K
|
325
$17.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.26KClosed |
$200K - $283K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-6.26KClosed |
$238K - $337K
|
0
$0
|
|