Latest Institutional Purchases of Ea Ser Tr Momentumshares U S Q (QMOM)
This list provides information on the latest institutional transactions involving Ea Ser Tr Momentumshares U S Q (QMOM) 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 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
103KNew |
$5.67M - $6.6M
|
103K
$6.73M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.6K+ 699.79% |
$1.46M - $1.71M
|
30.4K
$1.99M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 15.7% |
$807K - $940K
|
108K
$7.06M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5KNew |
$633K - $738K
|
11.5K
$752K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.91KNew |
$547K - $637K
|
9.91K
$649K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
8.06K+ 3.54% |
$444K - $517K
|
236K
$15.4M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.87KNew |
$434K - $505K
|
7.87K
$515K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.5KNew |
$414K - $482K
|
7.5K
$491K
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
6.07K+ 5.3% |
$335K - $390K
|
121K
$7.89M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.75K+ 123.03% |
$262K - $305K
|
8.61K
$564K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$253K - $294K
|
4.58K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.8KNew |
$209K - $244K
|
3.8K
$248K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.09K+ 4.6% |
$170K - $198K
|
70.3K
$4.6M
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.37K+ 5.26% |
$131K - $152K
|
47.4K
$3.1M
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.9K+ 2.28% |
$105K - $122K
|
85.2K
$5.58M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.31KNew |
$72.4K - $84.3K
|
1.31K
$85.9K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.15K+ 7.51% |
$63.2K - $73.6K
|
16.4K
$1.07M
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
854+ 8.74% |
$47.1K - $54.9K
|
10.6K
$695K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
700+ 14.45% |
$38.6K - $45K
|
5.54K
$363K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
511+ 0.25% |
$28.2K - $32.8K
|
206K
$13.5M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
475New |
$26.2K - $30.5K
|
475
$31.1K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
244+ 2.76% |
$13.5K - $15.7K
|
9.09K
$595K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153+ 0.2% |
$8.44K - $9.83K
|
78.1K
$5.11M
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
49New |
$2.7K - $3.15K
|
49
$3.21K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32New |
$1.76K - $2.06K
|
32
$2.09K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
28+ 0.03% |
$1.54K - $1.8K
|
98.3K
$6.43M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 0.79% |
$221 - $257
|
509
$33.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 132.64% |
$618K - $691K
|
20K
$1.31M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.21KNew |
$282K - $316K
|
5.21K
$341K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.29KNew |
$232K - $260K
|
4.29K
$281K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.14KNew |
$224K - $251K
|
4.14K
$271K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.85K+ 45.0% |
$209K - $233K
|
12.4K
$812K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11+ 91.67% |
$596 - $667
|
23
$1.51K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2New |
$108 - $121
|
2
$131
|
|
Q1 2024 | |||||||
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
73.8KNew |
$3.58M - $4.38M
|
73.8K
$4.83M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1KNew |
$881K - $1.08M
|
18.1K
$1.19M
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
3.53KNew |
$172K - $210K
|
3.53K
$231K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
224New |
$10.9K - $13.3K
|
224
$14.7K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34New |
$1.65K - $2.02K
|
34
$2.23K
|
|
Q4 2023 | |||||||
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
215New |
$8.66K - $10.9K
|
215
$14.1K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$40.3 - $50.5
|
1
$65.5
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$40.3 - $50.5
|
1
$65.5
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.87K+ 1.72% |
$121K - $138K
|
170K
$11.1M
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
158KNew |
$6.66M - $7.36M
|
158K
$10.4M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
613New |
$25.8K - $29.1K
|
613
$40.1K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
409KNew |
$18.7M - $21M
|
409K
$26.8M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
47KNew |
$2.15M - $2.41M
|
47K
$3.08M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
860New |
$39.3K - $44.1K
|
860
$56.3K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
66New |
$3.02K - $3.39K
|
66
$4.32K
|