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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
698KNew |
$15.7M - $16.1M
|
698K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.04KNew |
$113K - $116K
|
5.04K
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
170K+ 66.9% |
$3.81M - $3.92M
|
424K
$9.62M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.48K+ 1.5% |
$33.2K - $34.2K
|
100K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
415New |
$9.31K - $9.58K
|
415
$9.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.79K+ 8.14% |
$85K - $87.5K
|
50.3K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40.7K+ 28.92% |
$912K - $939K
|
181K
$4.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.04K- 12.91% |
$135K - $139K
|
40.7K
$924K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.66K+ 9.99% |
$149K - $154K
|
73.3K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-156K- 50.27% |
$3.5M - $3.6M
|
154K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
51.4K+ 287.21% |
$1.15M - $1.19M
|
69.2K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
34.1K+ 42.52% |
$764K - $787K
|
114K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
32.2K+ 5.03% |
$723K - $745K
|
673K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
16KNew |
$360K - $370K
|
16K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.15K+ 13.69% |
$183K - $188K
|
67.7K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
390K+ 57.76% |
$8.74M - $9M
|
1.06M
$24.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
320+ 2.39% |
$7.18K - $7.39K
|
13.7K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-51.8K- 57.05% |
$1.16M - $1.2M
|
39K
$886K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
441New |
$9.89K - $10.2K
|
441
$10K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.8K+ 20.75% |
$151K - $157K
|
39.6K
$898K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.5K+ 209.38% |
$500K - $521K
|
33.2K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.15K+ 63.65% |
$114K - $119K
|
13.2K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.1K- 60.39% |
$446K - $465K
|
13.2K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.2K- 41.5% |
$338K - $352K
|
21.4K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.28% |
$22.2 - $23.1
|
359
$8.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.56K+ 23.17% |
$168K - $175K
|
40.2K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-519- 18.6% |
$11.5K - $12K
|
2.27K
$51.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 10.79% |
$682K - $710K
|
315K
$7.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.2KNew |
$294K - $306K
|
13.2K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.6K+ 136.29% |
$413K - $430K
|
32.2K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17KNew |
$378K - $394K
|
17K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.79K+ 73.06% |
$195K - $203K
|
20.8K
$472K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.05% |
$999 - $1.04K
|
4.33K
$98.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
301K+ 133.21% |
$6.69M - $6.97M
|
528K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-502- 4.8% |
$11.1K - $11.6K
|
9.96K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 13.92% |
$244 - $255
|
68
$1.54K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8- 0.39% |
$178 - $185
|
2.03K
$46.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.1K+ 235.7% |
$1.62M - $1.69M
|
104K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
423+ 2.32% |
$9.39K - $9.79K
|
18.6K
$423K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 9.84% |
$51.8K - $53.9K
|
21.4K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 19.92% |
$287K - $299K
|
77.9K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.63% |
$22.2 - $23.1
|
39
$885
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.4K+ 31.61% |
$676K - $704K
|
127K
$2.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.8K+ 7.7% |
$684K - $712K
|
431K
$9.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47K+ 47.98% |
$1.04M - $1.09M
|
145K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.22K- 0.93% |
$27.2K - $28.3K
|
130K
$2.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
820K+ 113.65% |
$18.2M - $19M
|
1.54M
$35M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-39- 97.5% |
$866 - $902
|
1
$22.7
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
589New |
$13K - $13.3K
|
589
$13.4K
|
|