Latest Institutional Transactions on Alps ETF Tr Medical Breakthrou (SBIO)
This table provides information on the latest institutional transactions involving Alps ETF Tr Medical Breakthrou (SBIO) 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 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.16K+ 12.68% |
$61.7K - $73.2K
|
19.2K
$551K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.4KNew |
$782K - $928K
|
27.4K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12K- 9.58% |
$31.9K - $37.9K
|
10.6K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.47K+ 5.65% |
$213K - $253K
|
140K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
55.5KNew |
$1.58M - $1.88M
|
55.5K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-437- 2.92% |
$12.5K - $14.8K
|
14.6K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200+ 20.0% |
$5.7K - $6.77K
|
1.2K
$34.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.1K- 32.95% |
$914K - $1.08M
|
65.2K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17K- 40.56% |
$484K - $575K
|
24.9K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
346+ 1.33% |
$9.87K - $11.7K
|
26.4K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-656- 5.79% |
$18.7K - $22.2K
|
10.7K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.44K+ 1.14% |
$41K - $48.7K
|
128K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 20.26% |
$402K - $476K
|
55.4K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-845- 53.48% |
$24.1K - $28.6K
|
735
$21.1K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-335- 3.37% |
$9.55K - $11.3K
|
9.6K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.47MNew |
$41.8M - $49.6M
|
1.47M
$42M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.06K- 18.97% |
$144K - $171K
|
21.6K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
332New |
$9.47K - $11.2K
|
332
$9.52K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
15New |
$428 - $507
|
15
$430
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 8.42% |
$71.3K - $84.6K
|
27.2K
$779K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 0.76% |
$1.77K - $2.1K
|
8.08K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-21.3K- 2.77% |
$609K - $722K
|
748K
$21.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.18KNew |
$148K - $175K
|
5.18K
$149K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2K- 19.4% |
$57K - $67.7K
|
8.31K
$238K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.35K- 24.0% |
$77.7K - $99.8K
|
7.44K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 150.62% |
$340K - $436K
|
17.1K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.49KNew |
$313K - $403K
|
9.49K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 6.69% |
$4.95K - $6.36K
|
2.09K
$60K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
140New |
$4.62K - $5.94K
|
140
$4.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-610- 8.13% |
$20.1K - $25.9K
|
6.89K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.85K+ 3789.06% |
$160K - $206K
|
4.98K
$143K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
88New |
$2.91K - $3.73K
|
88
$2.52K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10KNew |
$328K - $389K
|
10K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5K+ 61.68% |
$378K - $448K
|
30.2K
$866K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.73KNew |
$221K - $262K
|
6.73K
$193K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165KNew |
$5.39M - $6.4M
|
165K
$4.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.42KNew |
$178K - $211K
|
5.42K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
150New |
$4.92K - $5.83K
|
150
$4.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.17K+ 31.22% |
$235K - $279K
|
30.1K
$864K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.6K- 22.89% |
$151K - $179K
|
15.5K
$444K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-220- 21.36% |
$6.94K - $7.76K
|
810
$23.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.59KNew |
$208K - $232K
|
6.59K
$189K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$3.15K - $3.53K
|
100
$2.87K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11New |
$347 - $388
|
11
$315
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-356- 6.35% |
$11.2K - $12.6K
|
5.25K
$151K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45New |
$1.42K - $1.59K
|
45
$1.29K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
174New |
$5.48K - $6.73K
|
174
$4.99K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
325New |
$10.2K - $12.6K
|
325
$9.32K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
380New |
$12K - $14.7K
|
380
$10.9K
|
|