Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.39K+ 1.89% |
$35.9K - $43.5K
|
74.8K
$3.18M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.34K+ 7.5% |
$34.8K - $42.1K
|
19.2K
$819K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.17K+ 6.67% |
$30.4K - $36.7K
|
18.7K
$797K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
796+ 1990.0% |
$20.7K - $25K
|
836
$35.6K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
343+ 4.6% |
$8.9K - $10.8K
|
7.8K
$332K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
275+ 2.36% |
$7.14K - $8.63K
|
12K
$509K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116+ 0.28% |
$3.01K - $3.64K
|
42K
$1.79M
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6New |
$156 - $188
|
6
$255
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.3% |
$51.9 - $62.8
|
667
$28.4K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.33% |
$26 - $31.4
|
301
$12.8K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 2.98% |
$234 - $282
|
293
$12.5K
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-90- 60.0% |
$2.34K - $2.82K
|
60
$2.55K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-525- 3.57% |
$13.6K - $16.5K
|
14.2K
$604K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-562- 13.64% |
$14.6K - $17.6K
|
3.56K
$151K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-727- 17.86% |
$18.9K - $22.8K
|
3.34K
$142K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.25K- 12.1% |
$32.3K - $39.1K
|
9.05K
$385K
|