Latest Institutional Transactions on Etfis Ser Tr I (PFFA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (PFFA) 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 |
---|---|---|---|---|---|---|---|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
529New |
$10.9K - $11.2K
|
529
$11.3K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.9KNew |
$389K - $400K
|
18.9K
$405K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
40+ 6.59% |
$822 - $847
|
647
$13.9K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
472+ 1.03% |
$9.7K - $9.99K
|
46.3K
$993K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24+ 0.12% |
$493 - $508
|
19.4K
$416K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.98K+ 10.47% |
$40.7K - $41.9K
|
20.9K
$448K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 40.56% |
$32.9K - $33.9K
|
5.55K
$119K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
155K+ 313.38% |
$3.19M - $3.28M
|
205K
$4.38M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.2K+ 29.4% |
$436K - $449K
|
93.3K
$2M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
468K+ 228.37% |
$9.61M - $9.9M
|
672K
$14.4M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 10.06% |
$30.8K - $31.8K
|
13.4K
$287K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.77K+ 5007.69% |
$201K - $207K
|
9.96K
$213K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 33.01% |
$475K - $490K
|
47K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
508New |
$10.4K - $10.8K
|
508
$10.9K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-11.5K- 68.31% |
$237K - $244K
|
5.35K
$115K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-666- 7.46% |
$13.7K - $14.1K
|
8.26K
$177K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
109+ 1.13% |
$2.24K - $2.31K
|
9.75K
$209K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.02K+ 182.26% |
$62.1K - $63.9K
|
4.68K
$100K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.75K- 2.29% |
$35.9K - $37K
|
74.5K
$1.6M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17K+ 10.29% |
$349K - $360K
|
182K
$3.9M
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
51.6K+ 22.0% |
$1.06M - $1.09M
|
286K
$6.13M
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
46+ 0.09% |
$945 - $974
|
50.6K
$1.08M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 8.0% |
$479K - $493K
|
315K
$6.74M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
800+ 4.55% |
$16.4K - $16.9K
|
18.4K
$394K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
300+ 30000.0% |
$6.17K - $6.35K
|
301
$6.45K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.5K+ 23.65% |
$113K - $116K
|
28.7K
$616K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.6K+ 3.66% |
$53.5K - $55.1K
|
73.8K
$1.58M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.8K- 4.56% |
$243K - $250K
|
247K
$5.3M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.06K+ 4.25% |
$145K - $149K
|
173K
$3.71M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 10.73% |
$24.5K - $25.3K
|
9.92K
$213K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 0.18% |
$144 - $148
|
3.88K
$83.1K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.5K+ 77.15% |
$565K - $582K
|
63.2K
$1.35M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.02K- 8.11% |
$20.9K - $21.5K
|
11.5K
$247K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 111.11% |
$20.6K - $21.2K
|
1.9K
$40.7K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.17K- 99.49% |
$24K - $24.7K
|
6
$129
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$20.6K - $21.2K
|
1K
$21.4K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
180K+ 16.54% |
$3.7M - $3.81M
|
1.27M
$27.1M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
770+ 0.59% |
$15.8K - $16.3K
|
131K
$2.82M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180+ 5.26% |
$3.7K - $3.81K
|
3.6K
$77.2K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51New |
$1.05K - $1.08K
|
51
$1.09K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.1K+ 7.7% |
$1.09M - $1.13M
|
743K
$15.9M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
77KNew |
$1.58M - $1.63M
|
77K
$1.65M
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.69KNew |
$55.3K - $57K
|
2.69K
$57.7K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.5KNew |
$503K - $519K
|
24.5K
$525K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
57.6KNew |
$1.18M - $1.22M
|
57.6K
$1.23M
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.23K+ 12.52% |
$45.7K - $47.1K
|
20K
$429K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.21K+ 2.43% |
$45.3K - $46.7K
|
92.9K
$1.99M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.19K+ 16.7% |
$168K - $173K
|
57.2K
$1.23M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
57.5K+ 1099.89% |
$1.18M - $1.22M
|
62.8K
$1.34M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
952+ 24.57% |
$19.6K - $20.2K
|
4.83K
$103K
|