Latest Institutional Transactions on Listed Fds Tr Roundhill Ball M (METV)
This table provides information on the latest institutional transactions involving Listed Fds Tr Roundhill Ball M (METV) 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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.34% |
$11 - $12.7
|
296
$3.91K
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-782- 3.93% |
$8.59K - $9.89K
|
19.1K
$252K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-387- 1.2% |
$4.25K - $4.9K
|
31.9K
$421K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.73K- 50.51% |
$41K - $47.2K
|
3.66K
$48.3K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.58K+ 17.96% |
$39.3K - $45.2K
|
23.5K
$310K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-600- 17.65% |
$6.59K - $7.59K
|
2.8K
$37K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.26KNew |
$35.8K - $41.3K
|
3.26K
$43.1K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.21K+ 7.15% |
$90.2K - $104K
|
123K
$1.63M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8K+ 68.82% |
$87.8K - $101K
|
19.6K
$259K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
439+ 43900.0% |
$4.82K - $5.55K
|
440
$5.81K
|
|
Q4 2023 | |||||||
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
108+ 9.82% |
$987 - $1.25K
|
1.21K
$16K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-896- 3.23% |
$8.19K - $10.4K
|
26.9K
$355K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
39.6KNew |
$362K - $460K
|
39.6K
$523K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
203KNew |
$1.85M - $2.36M
|
203K
$2.68M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 0.29% |
$174 - $221
|
6.53K
$86.3K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-959- 23.67% |
$8.77K - $11.1K
|
3.09K
$40.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.27KNew |
$29.9K - $37.9K
|
3.27K
$43.1K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.2KNew |
$111K - $141K
|
12.2K
$161K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33KNew |
$302K - $383K
|
33K
$436K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
812+ 3.3% |
$7.42K - $9.43K
|
25.4K
$336K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
475New |
$4.34K - $5.51K
|
475
$6.27K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-212- 4.07% |
$1.94K - $2.46K
|
5K
$66.1K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$302 - $383
|
33
$436
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1K- 31.63% |
$9.14K - $11.6K
|
2.16K
$28.6K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
85New |
$777 - $987
|
85
$1.12K
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
76.5KNew |
$699K - $888K
|
76.5K
$1.01M
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-430- 4.27% |
$3.93K - $4.99K
|
9.65K
$127K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 3.64% |
$92.3 - $110
|
285
$3.76K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.3K- 6.77% |
$12K - $14.3K
|
17.9K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 27.78% |
$4.62K - $5.49K
|
1.3K
$17.2K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7KNew |
$126K - $150K
|
13.7K
$181K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
5New |
$46.2 - $54.9
|
5
$66.1
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
625New |
$5.77K - $6.86K
|
625
$8.26K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$92.3K - $110K
|
10K
$132K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
154New |
$1.42K - $1.69K
|
154
$2.03K
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-20- 28.57% |
$185 - $220
|
50
$661
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$462 - $549
|
50
$661
|
|
Q2 2023 | |||||||
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$2.61K - $3.16K
|
300
$3.96K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.88KNew |
$25.1K - $30.4K
|
2.88K
$38.1K
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5K+ 17.12% |
$43.5K - $52.7K
|
34.2K
$452K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1K- 70.18% |
$8.7K - $10.5K
|
425
$5.61K
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
950+ 2.29% |
$8.27K - $10K
|
42.4K
$560K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
512+ 3.05% |
$4.45K - $5.4K
|
17.3K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
21.9KNew |
$190K - $230K
|
21.9K
$289K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2K- 88.89% |
$17.4K - $21.1K
|
250
$3.3K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.05K- 29.09% |
$17.8K - $21.6K
|
5K
$66.1K
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
991+ 11011.11% |
$7.1K - $9.3K
|
1K
$13.2K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
150New |
$1.07K - $1.41K
|
150
$1.98K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50New |
$358 - $469
|
50
$661
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
814New |
$5.83K - $7.64K
|
814
$10.8K
|