Latest Institutional Transactions on Tidal ETF Tr Foliobeyond Risin (RISR)
This table provides information on the latest institutional transactions involving Tidal ETF Tr Foliobeyond Risin (RISR) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
18.9KNew |
$594K - $643K
|
18.9K
$690K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-19.7K- 22.45% |
$619K - $670K
|
67.9K
$2.48M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2New |
$61.8 - $68.7
|
2
$73.2
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-73- 21.16% |
$2.26K - $2.51K
|
272
$9.96K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.89KNew |
$213K - $236K
|
6.89K
$252K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$92.7 - $103
|
3
$110
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-500- 6.58% |
$15.5K - $17.2K
|
7.1K
$260K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-162Closed |
$5.01K - $5.56K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5KNew |
$496K - $523K
|
15.5K
$567K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
576New |
$18.4K - $19.4K
|
576
$21.1K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.71KNew |
$301K - $318K
|
9.71K
$355K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-128K- 62.72% |
$3.97M - $4.2M
|
76.2K
$2.79M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
85New |
$2.53K - $2.79K
|
85
$3.11K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-923- 12.51% |
$27.4K - $30.3K
|
6.46K
$236K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-200- 0.47% |
$5.94K - $6.56K
|
42.2K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$89.2 - $98.4
|
3
$110
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.14K- 87.39% |
$34K - $37.5K
|
165
$6.04K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.8K- 68.86% |
$1M - $1.11M
|
15.3K
$559K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.09KNew |
$270K - $297K
|
9.09K
$333K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149KNew |
$4.42M - $4.87M
|
149K
$5.45M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$315K - $347K
|
10.6K
$388K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
4.39K+ 3.46% |
$128K - $144K
|
131K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
10KNew |
$292K - $328K
|
10K
$366K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.19K+ 29.6% |
$93.1K - $105K
|
13.9K
$510K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
3.33KNew |
$97.2K - $109K
|
3.33K
$122K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10New |
$301 - $343
|
10
$366
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
200New |
$6.01K - $6.87K
|
200
$7.32K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.9KNew |
$508K - $580K
|
16.9K
$618K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
25.1KNew |
$756K - $864K
|
25.1K
$920K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8KNew |
$240K - $275K
|
8K
$293K
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.4KNew |
$372K - $425K
|
12.4K
$453K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-16KClosed |
$481K - $549K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
62.4KNew |
$1.87M - $2.14M
|
62.4K
$2.28M
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
117KNew |
$3.52M - $4.02M
|
117K
$4.28M
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
8KNew |
$240K - $275K
|
8K
$293K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.65KNew |
$49.6K - $56.7K
|
1.65K
$60.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
144KNew |
$4.34M - $4.96M
|
144K
$5.29M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.2KNew |
$2.62M - $2.99M
|
87.2K
$3.19M
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
440+ 16.35% |
$10.7K - $11.4K
|
3.13K
$115K
|
|