Latest Institutional Purchases of Ft Cboe Vest S&P 500 Dividend (KNG)
This list provides information on the latest institutional transactions involving Ft Cboe Vest S&P 500 Dividend (KNG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.09KNew |
$156K - $166K
|
3.09K
$168K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3K+ 18.52% |
$152K - $161K
|
19.2K
$1.04M
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.68K+ 43.7% |
$135K - $144K
|
8.82K
$480K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5KNew |
$75.8K - $80.6K
|
1.5K
$81.6K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4KNew |
$70.7K - $75.2K
|
1.4K
$76.1K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$50.5K - $53.7K
|
1K
$54.4K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
355+ 3.2% |
$17.9K - $19.1K
|
11.5K
$623K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
330+ 8.52% |
$16.7K - $17.7K
|
4.21K
$229K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
303New |
$15.3K - $16.3K
|
303
$16.5K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
245+ 1.05% |
$12.4K - $13.2K
|
23.6K
$1.29M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
212New |
$10.7K - $11.4K
|
212
$11.5K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
151+ 43.27% |
$7.63K - $8.11K
|
500
$27.2K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20New |
$1.01K - $1.07K
|
20
$1.09K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$50.5 - $53.7
|
4.31K
$234K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
83.5KNew |
$3.89M - $4.32M
|
83.5K
$4.54M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$715K - $794K
|
15.3K
$834K
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.4KNew |
$577K - $640K
|
12.4K
$673K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.1KNew |
$563K - $625K
|
12.1K
$656K
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.97KNew |
$232K - $257K
|
4.97K
$270K
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.8KNew |
$224K - $249K
|
4.8K
$261K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09KNew |
$51K - $56.6K
|
1.09K
$59.5K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
680New |
$31.7K - $35.2K
|
680
$37K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$23.3K - $25.9K
|
500
$27.2K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
308+ 0.67% |
$14.4K - $15.9K
|
46.2K
$2.51M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
287New |
$13.4K - $14.8K
|
287
$15.6K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
117New |
$5.46K - $6.05K
|
117
$6.36K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$4.66K - $5.17K
|
100
$5.44K
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
133KNew |
$6.56M - $7.23M
|
133K
$7.23M
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
50.6KNew |
$2.5M - $2.75M
|
50.6K
$2.75M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
37.7KNew |
$1.86M - $2.05M
|
37.7K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15.4K+ 14.03% |
$758K - $835K
|
125K
$6.79M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6.2K+ 1240.0% |
$306K - $337K
|
6.7K
$364K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.85KNew |
$289K - $318K
|
5.85K
$318K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$49.4K - $54.4K
|
1K
$54.4K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
762New |
$37.6K - $41.4K
|
762
$41.4K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
454+ 986.96% |
$22.4K - $24.7K
|
500
$27.2K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
193+ 26.12% |
$9.52K - $10.5K
|
932
$50.7K
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 20.0% |
$49.4 - $54.4
|
6
$326
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28KNew |
$1.38M - $1.48M
|
28K
$1.52M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.1KNew |
$994K - $1.06M
|
20.1K
$1.09M
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
7.63KNew |
$378K - $404K
|
7.63K
$415K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22New |
$1.09K - $1.16K
|
22
$1.2K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.74K+ 54.99% |
$234K - $253K
|
13.4K
$726K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
404New |
$19.9K - $21.6K
|
404
$22K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
320New |
$15.8K - $17.1K
|
320
$17.4K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
33+ 0.64% |
$1.63K - $1.77K
|
5.2K
$283K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14New |
$690 - $749
|
14
$761
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$296 - $321
|
6
$326
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$472K - $561K
|
10.2K
$557K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.12K+ 328.99% |
$328K - $390K
|
9.28K
$504K
|