Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
147K+ 4035.62% |
$5.45M - $6.07M
|
150K
$6.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$972K - $1.08M
|
26.2K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.36KNew |
$87.7K - $97.6K
|
2.36K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
516+ 0.52% |
$19.2K - $21.3K
|
100K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
365+ 1.55% |
$13.6K - $15.1K
|
24K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
174+ 3.85% |
$6.47K - $7.2K
|
4.69K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54+ 0.84% |
$2.01K - $2.23K
|
6.47K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20- 38.46% |
$743 - $827
|
32
$1.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 0.79% |
$3.12K - $3.47K
|
10.6K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-267- 1.6% |
$9.92K - $11K
|
16.4K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-363- 0.73% |
$13.5K - $15K
|
49.3K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-486- 3.43% |
$18.1K - $20.1K
|
13.7K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.28K- 18.07% |
$47.6K - $53K
|
5.81K
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.42K- 7.1% |
$52.8K - $58.7K
|
18.6K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.32K- 32.66% |
$235K - $261K
|
13K
$555K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.9K- 76.66% |
$1.15M - $1.28M
|
9.41K
$401K
|