Latest Institutional Transactions on Advisorshares Tr Newfleet Mult (MINC)
This table provides information on the latest institutional transactions involving Advisorshares Tr Newfleet Mult (MINC) 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 |
---|---|---|---|---|---|---|---|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-121Closed |
$5.9K - $5.93K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1KClosed |
$48.7K - $49K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
909New |
$44.3K - $44.5K
|
909
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-21Closed |
$1.02K - $1.03K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-31.3KClosed |
$1.52M - $1.54M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.22KClosed |
$303K - $306K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.82KClosed |
$235K - $237K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
22.6KNew |
$1.1M - $1.11M
|
22.6K
$0
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.56KClosed |
$221K - $224K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7Closed |
$340 - $344
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.83KClosed |
$281K - $285K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.28KClosed |
$350K - $355K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-89Closed |
$4.28K - $4.34K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-449Closed |
$20.4K - $21.7K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.76KClosed |
$171K - $182K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-825Closed |
$37.5K - $39.9K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.17KClosed |
$53K - $56.4K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-66Closed |
$3K - $3.19K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-6.71KClosed |
$288K - $329K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-28KClosed |
$1.2M - $1.37M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.5KClosed |
$408K - $465K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-28KClosed |
$1.2M - $1.37M
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-434Closed |
$18.6K - $21.3K
|
0
$0
|
|
Q4 2019 | |||||||
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30Closed |
$1.45K - $1.46K
|
0
$0
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$61.4K - $61.7K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.25KClosed |
$109K - $110K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15KClosed |
$724K - $728K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-900Closed |
$43.4K - $43.8K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17Closed |
$821 - $827
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.55KClosed |
$461K - $465K
|
0
$0
|
|
Q2 2019 | |||||||
May 19, 2020
Q2 2019
|
Archer Investment Corp
|
SELL
|
- |
-47Closed |
$2.26K - $2.28K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-11.9KClosed |
$571K - $578K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-324- 76.6% |
$15.3K - $15.5K
|
99
$0
|
|
Feb 13, 2019
Q4 2018
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-31.9KClosed |
$1.51M - $1.53M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49Closed |
$2.31K - $2.35K
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-50Closed |
$2.36K - $2.39K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-21Closed |
$1K - $1.01K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.71KClosed |
$225K - $226K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
$47.8 - $48
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14Closed |
$669 - $672
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.32KClosed |
$207K - $208K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9Closed |
$430 - $432
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 23, 2018
Q3 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50Closed |
$2.39K - $2.4K
|
0
$0
|
|
Oct 18, 2018
Q3 2018
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.36KClosed |
$113K - $113K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-81Closed |
$3.87K - $3.9K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.56KClosed |
$313K - $316K
|
0
$0
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.08KClosed |
$388K - $391K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-111Closed |
$5.37K - $5.42K
|
0
$0
|
|
Q3 2017 | |||||||
May 02, 2018
Q3 2017
|
Creative Financial Designs Inc
|
SELL
|
- |
-4Closed |
$195 - $195
|
0
$0
|