Latest Institutional Purchases of Impact Shs Fds I Tr Naacp Mino (NACP)
This list provides information on the latest institutional transactions involving Impact Shs Fds I Tr Naacp Mino (NACP) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.76KNew |
$205K - $227K
|
4.76K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
4.53KNew |
$195K - $216K
|
4.53K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.22KNew |
$95.4K - $106K
|
2.22K
$108K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.98KNew |
$85K - $94.2K
|
1.98K
$96.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21K+ 7.34% |
$51.9K - $57.5K
|
17.6K
$860K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
590New |
$25.4K - $28.1K
|
590
$28.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
357+ 6.3% |
$15.4K - $17K
|
6.02K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
233+ 0.2% |
$10K - $11.1K
|
119K
$5.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70+ 0.56% |
$3.01K - $3.34K
|
12.6K
$616K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
16+ 0.21% |
$688 - $763
|
7.63K
$372K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12New |
$516 - $572
|
12
$585
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10New |
$430 - $477
|
10
$488
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7New |
$301 - $334
|
7
$341
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.35% |
$129 - $143
|
863
$42.1K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
212+ 3028.57% |
$7.47K - $9.27K
|
219
$10.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.26KNew |
$128K - $143K
|
3.26K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
400+ 1290.32% |
$15.8K - $17.6K
|
431
$21K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44New |
$1.73K - $1.93K
|
44
$2.15K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.95KNew |
$203K - $215K
|
4.95K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
11New |
$450 - $478
|
11
$537
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
147K+ 4035.62% |
$5.45M - $6.07M
|
150K
$7.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$972K - $1.08M
|
26.2K
$1.28M
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1KNew |
$476K - $521K
|
13.1K
$640K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
25+ 41.67% |
$837 - $959
|
85
$4.15K
|
|
| Q4 2023 | |||||||
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.66% |
$58.8 - $68.1
|
306
$14.9K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$152K - $164K
|
4.95K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.66KNew |
$51K - $54.7K
|
1.66K
$80.8K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$57.1 - $63.5
|
689
$33.6K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
499New |
$13.2K - $14.6K
|
499
$24.3K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$264 - $292
|
10
$488
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.32% |
$26.4 - $29.2
|
311
$15.2K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6New |
$156 - $188
|
6
$293
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
300+ 3.28% |
$9.22K - $10.8K
|
9.45K
$461K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
65New |
$2K - $2.34K
|
65
$3.17K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$74.8K - $80.2K
|
2.32K
$113K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75New |
$2.3K - $2.46K
|
75
$3.66K
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$14.3K - $15.2K
|
500
$24.4K
|
|