Latest Institutional Transactions on Impact Shs Fds I Tr Naacp Mino (NACP)
This table provides information on the latest institutional transactions involving Impact Shs Fds I Tr Naacp Mino (NACP) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20- 38.46% |
$743 - $827
|
32
$1.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
516+ 0.52% |
$19.2K - $21.3K
|
100K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 0.79% |
$3.12K - $3.47K
|
10.6K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-363- 0.73% |
$13.5K - $15K
|
49.3K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-486- 3.43% |
$18.1K - $20.1K
|
13.7K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.32K- 32.66% |
$235K - $261K
|
13K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
365+ 1.55% |
$13.6K - $15.1K
|
24K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-267- 1.6% |
$9.92K - $11K
|
16.4K
$692K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.36KNew |
$87.7K - $97.6K
|
2.36K
$99.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$972K - $1.08M
|
26.2K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.28K- 18.07% |
$47.6K - $53K
|
5.81K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.42K- 7.1% |
$52.8K - $58.7K
|
18.6K
$784K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.9K- 76.66% |
$1.15M - $1.28M
|
9.41K
$397K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
147K+ 4035.62% |
$5.45M - $6.07M
|
150K
$6.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54+ 0.84% |
$2.01K - $2.23K
|
6.47K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
174+ 3.85% |
$6.47K - $7.2K
|
4.69K
$198K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.44K- 36.59% |
$161K - $176K
|
7.69K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.92KNew |
$69.5K - $76.1K
|
1.92K
$80.7K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.7K- 22.02% |
$124K - $142K
|
13.1K
$553K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
25+ 41.67% |
$837 - $959
|
85
$3.58K
|
|
| Q4 2023 | |||||||
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.66% |
$58.8 - $68.1
|
306
$12.9K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$152K - $164K
|
4.95K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.66KNew |
$51K - $54.7K
|
1.66K
$69.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-245- 1.75% |
$7.54K - $8.09K
|
13.8K
$580K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-309- 38.15% |
$8.82K - $9.81K
|
501
$21.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$57.1 - $63.5
|
689
$29K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-86- 17.92% |
$2.45K - $2.73K
|
394
$16.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33- 5.05% |
$871 - $963
|
620
$26.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$264 - $292
|
10
$422
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.32% |
$26.4 - $29.2
|
311
$13.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
499New |
$13.2K - $14.6K
|
499
$21K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-1.34K- 1.79% |
$34.5K - $39.3K
|
73.4K
$3.1M
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6New |
$156 - $188
|
6
$253
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.4KClosed |
$42.9K - $50.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3Closed |
$92.2 - $108
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
65New |
$2K - $2.34K
|
65
$2.74K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
300+ 3.28% |
$9.22K - $10.8K
|
9.45K
$398K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$74.8K - $80.2K
|
2.32K
$97.8K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75New |
$2.3K - $2.46K
|
75
$3.16K
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$14.3K - $15.2K
|
500
$21.1K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400Closed |
$10.1K - $11.6K
|
0
$0
|
|