Latest Institutional Transactions on Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Newfleet (NFLT) 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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95New |
$2.11K - $2.15K
|
95
$2.13K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
5.89K+ 4.43% |
$131K - $133K
|
139K
$3.12M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.68K- 18.97% |
$104K - $106K
|
20K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25.9KNew |
$577K - $587K
|
25.9K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.22K- 22.65% |
$138K - $141K
|
21.2K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.28% |
$22.2 - $22.6
|
358
$8.03K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.1KNew |
$535K - $544K
|
24.1K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.2K+ 112.22% |
$694K - $706K
|
59.1K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 0.32% |
$200 - $203
|
2.78K
$62.4K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
60+ 146.34% |
$1.33K - $1.36K
|
101
$2.27K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1KNew |
$580K - $590K
|
26.1K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
12.6KNew |
$280K - $285K
|
12.6K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.21KNew |
$205K - $208K
|
9.21K
$207K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
93.4KNew |
$2.08M - $2.11M
|
93.4K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20KNew |
$445K - $452K
|
20K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242K+ 3091.58% |
$5.37M - $5.46M
|
249K
$5.59M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182K+ 776.5% |
$4.04M - $4.11M
|
205K
$4.61M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.24K- 5.67% |
$49.7K - $50.6K
|
37.2K
$834K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
302K+ 515.23% |
$6.71M - $6.83M
|
361K
$8.09M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.65K+ 2.99% |
$81.1K - $82.5K
|
126K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.6K+ 173.63% |
$1.19M - $1.21M
|
84.5K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.2KNew |
$827K - $841K
|
37.2K
$834K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.42K+ 14.84% |
$165K - $168K
|
57.4K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.4K+ 6.54% |
$521K - $530K
|
381K
$8.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.99K- 4.57% |
$66.4K - $67.5K
|
62.3K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.9K- 13.17% |
$42.2K - $42.9K
|
12.5K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
12.1KNew |
$269K - $274K
|
12.1K
$271K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
228KNew |
$5.07M - $5.16M
|
228K
$5.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
20K+ 2.82% |
$445K - $453K
|
731K
$16.4M
|
|
| Q4 2023 | |||||||
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.78% |
$21.1 - $22.6
|
37
$830
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.07K- 8.98% |
$22.5K - $24K
|
10.8K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.1 - $22.6
|
1
$22.4
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.8KNew |
$375K - $400K
|
17.8K
$398K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17New |
$359 - $383
|
17
$381
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-242- 85.82% |
$5.11K - $5.46K
|
40
$897
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
489+ 1.26% |
$10.3K - $11K
|
39.4K
$884K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 2.25% |
$42.2 - $45.1
|
87
$1.95K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 0.34% |
$148 - $158
|
2.04K
$45.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.3KNew |
$308K - $318K
|
14.3K
$322K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 9.38% |
$32.1K - $32.9K
|
17.2K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11K- 31.94% |
$241K - $246K
|
23.5K
$527K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31- 6.78% |
$679 - $703
|
426
$9.56K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
200+ 1.29% |
$4.38K - $4.53K
|
15.7K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170New |
$3.72K - $3.85K
|
170
$3.81K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
128K+ 292.26% |
$2.79M - $2.89M
|
171K
$3.84M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62.1KNew |
$1.32M - $1.38M
|
62.1K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
271New |
$5.75K - $6.03K
|
271
$6.08K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
637KNew |
$13.5M - $14.2M
|
637K
$14.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
775New |
$16.4K - $17.2K
|
775
$17.4K
|
|