Latest Institutional Transactions on Ea Ser Tr Momentumshares U S Q (QMOM)
This table provides information on the latest institutional transactions involving Ea Ser Tr Momentumshares U S Q (QMOM) 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 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-8.2K- 63.94% |
$331K - $414K
|
4.63K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$40.3 - $50.5
|
1
$63.8
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$40.3 - $50.5
|
1
$63.8
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
215New |
$8.66K - $10.9K
|
215
$13.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-188- 2.3% |
$7.58K - $9.5K
|
8K
$510K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4New |
$169 - $192
|
4
$255
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.87K+ 1.72% |
$121K - $138K
|
170K
$10.8M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-251- 96.91% |
$10.6K - $12.1K
|
8
$510
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.12K- 8.36% |
$47.2K - $53.7K
|
12.3K
$781K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-350- 1.06% |
$14.8K - $16.8K
|
32.6K
$2.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-99- 1.16% |
$4.18K - $4.76K
|
8.46K
$539K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.2K- 3.5% |
$261K - $288K
|
171K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.96K- 35.8% |
$124K - $137K
|
5.3K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
158KNew |
$6.66M - $7.36M
|
158K
$10.1M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
613New |
$25.8K - $29.1K
|
613
$39.1K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 14.98% |
$55.8K - $62.9K
|
7.52K
$479K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4New |
$183 - $205
|
4
$255
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
860New |
$39.3K - $44.1K
|
860
$54.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
409KNew |
$18.7M - $21M
|
409K
$26.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-677- 12.48% |
$30.9K - $34.8K
|
4.75K
$303K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
66New |
$3.02K - $3.39K
|
66
$4.21K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
47KNew |
$2.15M - $2.41M
|
47K
$3M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.21KNew |
$91.9K - $111K
|
2.21K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
510New |
$21.2K - $25.7K
|
510
$32.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 320.93% |
$63.2K - $76.4K
|
1.99K
$127K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
748New |
$31.5K - $38.1K
|
748
$47.7K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10Closed |
$447 - $507
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-125Closed |
$5.88K - $7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-120- 78.43% |
$5.52K - $6.31K
|
33
$2.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.21KClosed |
$193K - $221K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.04KClosed |
$219K - $283K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-43.6KClosed |
$1.89M - $2.45M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-21.2KClosed |
$852K - $1.19M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.82KClosed |
$209K - $251K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.83KClosed |
$210K - $251K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-38.3KClosed |
$1.38M - $1.65M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
SELL
|
- |
-24.1KClosed |
$582K - $856K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.76KClosed |
$152K - $250K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Menlo Advisors LLC
|
SELL
|
- |
-9.68KClosed |
$217K - $357K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.33KClosed |
$188K - $212K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-365Closed |
$10.5K - $11.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-34.4KClosed |
$844K - $1.04M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-745Closed |
$17.4K - $25.1K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Tredje Ap Fonden
|
SELL
|
- |
-20KClosed |
$575K - $663K
|
0
$0
|
|