Purchases and Sales Made in Q4 2023 in ETF Managers Tr Etfmg Alternat (MJ)
This table provides information about the institutional ownership of ETF Managers Tr Etfmg Alternat (MJ) during Q4 2023. The information is specifically focused on institutions that hold shares of ETF MANAGERS TR ETFMG ALTERNAT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
186New |
$500 - $658
|
186
$482
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
163+ 54.15% |
$438 - $577
|
464
$1.2K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
160New |
$430 - $566
|
160
$414
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
116New |
$312 - $411
|
116
$300
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
105+ 0.2% |
$282 - $372
|
53.4K
$138K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
101New |
$272 - $358
|
101
$262
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100+ 33.33% |
$269 - $354
|
400
$1.04K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
92+ 5.99% |
$247 - $326
|
1.63K
$4.21K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58+ 0.13% |
$156 - $205
|
45.2K
$117K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51New |
$137 - $181
|
51
$132
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50+ 58.14% |
$135 - $177
|
136
$352
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
33New |
$88.8 - $117
|
33
$85.5
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.08% |
$69.9 - $92
|
32.3K
$83.6K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 0.87% |
$67.3 - $88.5
|
2.89K
$7.48K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
20+ 0.8% |
$53.8 - $70.8
|
2.51K
$6.51K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 1.7% |
$18.8 - $24.8
|
418
$1.08K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.84% |
$16.1 - $21.2
|
720
$1.86K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.36% |
$10.8 - $14.2
|
1.11K
$2.87K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
4+ 1.29% |
$10.8 - $14.2
|
314
$813
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$2.69 - $3.54
|
1
$2.59
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$2.69 - $3.54
|
3.17K
$8.2K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4- 12.12% |
$10.8 - $14.2
|
29
$75.1
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17- 6.54% |
$45.7 - $60.2
|
243
$629
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-83- 1.6% |
$223 - $294
|
5.11K
$13.2K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-160- 10.45% |
$430 - $566
|
1.37K
$3.55K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-160- 10.45% |
$430 - $566
|
1.37K
$3.55K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-175- 14.06% |
$471 - $620
|
1.07K
$2.77K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-192- 29.0% |
$516 - $680
|
470
$1.22K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-200- 68.49% |
$538 - $708
|
92
$238
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-250- 16.52% |
$673 - $885
|
1.26K
$3.27K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-260- 0.61% |
$699 - $920
|
42.7K
$111K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-268Closed |
$721 - $949
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-294- 4.13% |
$791 - $1.04K
|
6.83K
$17.7K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-352- 69.84% |
$947 - $1.25K
|
152
$394
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-459- 48.16% |
$1.23K - $1.62K
|
494
$1.28K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-507- 42.53% |
$1.36K - $1.79K
|
685
$1.77K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-575Closed |
$1.55K - $2.04K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-685- 14.56% |
$1.84K - $2.42K
|
4.02K
$10.4K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-700- 58.33% |
$1.88K - $2.48K
|
500
$1.3K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-925Closed |
$2.49K - $3.27K
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-980- 73.68% |
$2.64K - $3.47K
|
350
$907
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.15KClosed |
$3.09K - $4.07K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.27K- 5.14% |
$3.42K - $4.5K
|
23.5K
$60.8K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.28K- 88.01% |
$3.45K - $4.55K
|
175
$453
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.4K- 56.66% |
$3.77K - $4.96K
|
1.07K
$2.77K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 14.49% |
$3.77K - $4.97K
|
8.28K
$21.5K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.41K- 13.46% |
$3.8K - $5.01K
|
9.09K
$23.5K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 5.26% |
$3.94K - $5.18K
|
26.4K
$68.3K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.48K- 7.31% |
$3.97K - $5.22K
|
18.7K
$48.4K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.75K- 9.32% |
$4.71K - $6.2K
|
17K
$44.1K
|