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 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-151Closed |
$8.29K - $10.6K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5.84KClosed |
$320K - $411K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
500New |
$27.4K - $35.2K
|
500
$27.2K
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.91KClosed |
$105K - $135K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.06KClosed |
$168K - $215K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 28.57% |
$11K - $14.1K
|
500
$27.2K
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-25.4KClosed |
$1.39M - $1.79M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-175Closed |
$9.6K - $12.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.28KClosed |
$180K - $231K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.16K- 50.54% |
$63.7K - $81.6K
|
1.14K
$61.8K
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-10.7KClosed |
$588K - $755K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.1KClosed |
$280K - $359K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
163New |
$8.95K - $11.5K
|
163
$8.88K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.73KClosed |
$150K - $192K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.96KClosed |
$162K - $208K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-14.5KClosed |
$795K - $1.02M
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-23KClosed |
$1.26M - $1.62M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-7.12KClosed |
$391K - $501K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
SELL
|
- |
-42.6KClosed |
$2.34M - $3M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3KClosed |
$165K - $211K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.1KClosed |
$170K - $218K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.65KClosed |
$475K - $609K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-14.8KClosed |
$815K - $1.04M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8New |
$439 - $563
|
8
$436
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
165+ 0.87% |
$11.2K - $12K
|
19.2K
$1.04M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-30Closed |
$2.03K - $2.18K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-270Closed |
$18.3K - $19.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.87KClosed |
$194K - $208K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.4KClosed |
$297K - $319K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
3KNew |
$203K - $218K
|
3K
$163K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.29KNew |
$155K - $166K
|
2.29K
$125K
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-300Closed |
$20.3K - $21.8K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
697New |
$47.2K - $50.6K
|
697
$38K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-175Closed |
$11.8K - $12.7K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-25Closed |
$1.69K - $1.81K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$406 - $436
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-596Closed |
$39K - $43.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
175New |
$11.4K - $12.8K
|
175
$9.54K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65Closed |
$4.25K - $4.74K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
11New |
$720 - $803
|
11
$599
|
|
Aug 13, 2021
Q2 2021
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-543KClosed |
$35.5M - $39.6M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84Closed |
$5.49K - $6.13K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
83+ 4.43% |
$5.43K - $6.06K
|
1.96K
$107K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-114Closed |
$7.46K - $8.32K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-450Closed |
$29.4K - $32.8K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-701Closed |
$45.9K - $51.2K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-22.9KClosed |
$1.43M - $1.64M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
175New |
$10.9K - $12.6K
|
175
$9.54K
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-3KClosed |
$187K - $216K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-55Closed |
$3.43K - $3.96K
|
0
$0
|