Latest Institutional Purchases of Etfis Ser Tr I Virtus Newfleet (NFLT)
This list provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Newfleet (NFLT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
820K+ 113.65% |
$18.2M - $19M
|
1.54M
$35.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
310KNew |
$6.89M - $7.18M
|
310K
$7.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
301K+ 133.21% |
$6.69M - $6.97M
|
528K
$12M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
213K+ 49.65% |
$4.72M - $4.92M
|
641K
$14.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
164K+ 32.12% |
$3.64M - $3.8M
|
675K
$15.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.1K+ 235.7% |
$1.62M - $1.69M
|
104K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
59.5KNew |
$1.32M - $1.38M
|
59.5K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47K+ 47.98% |
$1.04M - $1.09M
|
145K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.7KNew |
$1.04M - $1.08M
|
46.7K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.8K+ 7.7% |
$684K - $712K
|
431K
$9.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 10.79% |
$682K - $710K
|
315K
$7.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.4K+ 31.61% |
$676K - $704K
|
127K
$2.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.5K+ 209.38% |
$500K - $521K
|
33.2K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.6K+ 136.29% |
$413K - $430K
|
32.2K
$734K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.9KNew |
$397K - $414K
|
17.9K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17KNew |
$378K - $394K
|
17K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.2KNew |
$294K - $306K
|
13.2K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 19.92% |
$287K - $299K
|
77.9K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11K+ 31.03% |
$245K - $255K
|
46.5K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.79K+ 73.06% |
$195K - $203K
|
20.8K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.56K+ 23.17% |
$168K - $175K
|
40.2K
$915K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.8K+ 20.75% |
$151K - $157K
|
39.6K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.15K+ 63.65% |
$114K - $119K
|
13.2K
$302K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.09K+ 8.26% |
$113K - $118K
|
66.7K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.21K+ 0.88% |
$49.1K - $51.1K
|
254K
$5.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
423+ 2.32% |
$9.39K - $9.79K
|
18.6K
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.05% |
$999 - $1.04K
|
4.33K
$98.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.28% |
$22.2 - $23.1
|
359
$8.17K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.63% |
$22.2 - $23.1
|
39
$888
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.4K+ 65.65% |
$537K - $550K
|
61.6K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.35KNew |
$29.7K - $30.4K
|
1.35K
$30.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
823+ 814.85% |
$18.1K - $18.6K
|
924
$21K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
750New |
$16.5K - $16.9K
|
750
$17.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
589New |
$13K - $13.3K
|
589
$13.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
450New |
$9.9K - $10.1K
|
450
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
271New |
$5.96K - $6.11K
|
271
$6.17K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
489+ 1.26% |
$10.3K - $11K
|
39.4K
$898K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17New |
$359 - $383
|
17
$387
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.1 - $22.6
|
1
$22.8
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.3KNew |
$308K - $318K
|
14.3K
$326K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 9.38% |
$32.1K - $32.9K
|
17.2K
$391K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
128K+ 292.26% |
$2.79M - $2.89M
|
171K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170New |
$3.72K - $3.85K
|
170
$3.87K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
637KNew |
$13.5M - $14.2M
|
637K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62.1KNew |
$1.32M - $1.38M
|
62.1K
$1.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
775New |
$16.4K - $17.2K
|
775
$17.6K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.8KNew |
$253K - $269K
|
11.8K
$269K
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
400New |
$9.98K - $10.1K
|
400
$9.11K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
62New |
$1.49K - $1.55K
|
62
$1.41K
|
|