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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
302K+ 515.23% |
$6.71M - $6.83M
|
361K
$8.09M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242K+ 3091.58% |
$5.37M - $5.46M
|
249K
$5.59M
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
228KNew |
$5.07M - $5.16M
|
228K
$5.12M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182K+ 776.5% |
$4.04M - $4.11M
|
205K
$4.61M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
93.4KNew |
$2.08M - $2.11M
|
93.4K
$2.1M
|
|
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
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.2K+ 112.22% |
$694K - $706K
|
59.1K
$1.32M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1KNew |
$580K - $590K
|
26.1K
$585K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25.9KNew |
$577K - $587K
|
25.9K
$582K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.1KNew |
$535K - $544K
|
24.1K
$540K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.4K+ 6.54% |
$521K - $530K
|
381K
$8.56M
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
20K+ 2.82% |
$445K - $453K
|
731K
$16.4M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20KNew |
$445K - $452K
|
20K
$449K
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
12.6KNew |
$280K - $285K
|
12.6K
$283K
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
12.1KNew |
$269K - $274K
|
12.1K
$271K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.21KNew |
$205K - $208K
|
9.21K
$207K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.42K+ 14.84% |
$165K - $168K
|
57.4K
$1.29M
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
5.89K+ 4.43% |
$131K - $133K
|
139K
$3.12M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.65K+ 2.99% |
$81.1K - $82.5K
|
126K
$2.82M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95New |
$2.11K - $2.15K
|
95
$2.13K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
60+ 146.34% |
$1.33K - $1.36K
|
101
$2.27K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 0.32% |
$200 - $203
|
2.78K
$62.4K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.8KNew |
$375K - $400K
|
17.8K
$398K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
489+ 1.26% |
$10.3K - $11K
|
39.4K
$884K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17New |
$359 - $383
|
17
$381
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.78% |
$21.1 - $22.6
|
37
$830
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.1 - $22.6
|
1
$22.4
|
|
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
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
128K+ 292.26% |
$2.79M - $2.89M
|
171K
$3.84M
|
|
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
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
637KNew |
$13.5M - $14.2M
|
637K
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62.1KNew |
$1.32M - $1.38M
|
62.1K
$1.39M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
775New |
$16.4K - $17.2K
|
775
$17.4K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
271New |
$5.75K - $6.03K
|
271
$6.08K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.8KNew |
$253K - $269K
|
11.8K
$265K
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
400New |
$9.98K - $10.1K
|
400
$8.97K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
62New |
$1.49K - $1.55K
|
62
$1.39K
|