Latest Institutional Purchases of Guinness Atkinson Fds Smart Tr (MOTO)
This list provides information on the latest institutional transactions involving Guinness Atkinson Fds Smart Tr (MOTO) 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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
38New |
$1.5K - $1.72K
|
38
$1.84K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.91KNew |
$207K - $217K
|
4.91K
$238K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
215+ 54.85% |
$9.08K - $9.51K
|
607
$29.4K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
33.7KNew |
$1.33M - $1.57M
|
33.7K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
59+ 1.2% |
$2.32K - $2.74K
|
4.99K
$242K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
999New |
$38.1K - $43.8K
|
999
$48.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$38.1 - $43.9
|
1
$48.5
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15KNew |
$41K - $48.4K
|
1.15K
$55.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.01KNew |
$36K - $42.5K
|
1.01K
$48.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
633New |
$22.5K - $26.6K
|
633
$30.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
138New |
$4.92K - $5.8K
|
138
$6.69K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
27+ 2.77% |
$962 - $1.14K
|
1K
$48.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
654New |
$20.2K - $25K
|
654
$31.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
105New |
$3.25K - $4.01K
|
105
$5.09K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
697New |
$24K - $29.1K
|
697
$33.8K
|
|