Purchases and Sales Made in Q1 2024 in Impact Shs Fds I Tr Naacp Mino (NACP)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Naacp Mino (NACP) during Q1 2024. The information is specifically focused on institutions that hold shares of IMPACT SHS FDS I TR NAACP MINO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30.1K+ 153.65% |
$1.01M - $1.15M
|
49.7K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$406K - $465K
|
12.1K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.46K+ 60.84% |
$316K - $363K
|
25K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.05K+ 10.24% |
$68.7K - $78.8K
|
22.1K
$932K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
392+ 0.99% |
$13.1K - $15K
|
39.9K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
163+ 3.48% |
$5.45K - $6.25K
|
4.85K
$204K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40+ 78.43% |
$1.34K - $1.53K
|
91
$3.84K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40+ 78.43% |
$1.34K - $1.53K
|
91
$3.84K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39+ 75.0% |
$1.3K - $1.5K
|
91
$3.84K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
25+ 41.67% |
$837 - $959
|
85
$3.58K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 0.46% |
$1.67K - $1.92K
|
10.7K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100- 0.92% |
$3.35K - $3.84K
|
10.8K
$455K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-950- 12.92% |
$31.8K - $36.4K
|
6.41K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.41K- 1.43% |
$47.2K - $54.1K
|
97.4K
$4.1M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.75K- 8.99% |
$58.5K - $67K
|
17.7K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-3.39K- 31.47% |
$113K - $130K
|
7.39K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.7K- 22.02% |
$124K - $142K
|
13.1K
$553K
|