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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17K- 26.09% |
$401K - $540K
|
48.2K
$1.68M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.1KNew |
$616K - $830K
|
26.1K
$909K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.18K+ 0.92% |
$27.9K - $37.5K
|
129K
$4.5M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-86K- 61.53% |
$2.03M - $2.73M
|
53.7K
$1.87M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.98K- 3.58% |
$46.8K - $63K
|
53.4K
$1.86M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79- 0.75% |
$1.86K - $2.51K
|
10.5K
$365K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.15K+ 62.91% |
$216K - $291K
|
23.7K
$824K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.71KNew |
$64K - $86.1K
|
2.71K
$94.3K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-344- 3.22% |
$8.11K - $10.9K
|
10.3K
$359K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
394+ 53.61% |
$9.29K - $12.5K
|
1.13K
$39.3K
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.67KNew |
$157K - $212K
|
6.67K
$232K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.18K- 10.05% |
$51.3K - $69.1K
|
19.5K
$677K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$4.72K - $6.35K
|
200
$6.96K
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-312- 1.18% |
$7.36K - $9.91K
|
26.1K
$908K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41.7K+ 167.71% |
$985K - $1.33M
|
66.6K
$2.32M
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-500- 9.65% |
$11.8K - $15.9K
|
4.68K
$163K
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
18.8K+ 97.83% |
$444K - $597K
|
38K
$1.32M
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.87K- 19.45% |
$44.1K - $59.3K
|
7.74K
$269K
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
9.98KNew |
$235K - $317K
|
9.98K
$347K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-62.5K- 8.35% |
$1.47M - $1.98M
|
686K
$23.8M
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.85K- 25.2% |
$162K - $218K
|
20.3K
$707K
|
|
Q1 2025 | |||||||
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.4KNew |
$782K - $928K
|
27.4K
$954K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200+ 20.0% |
$5.7K - $6.77K
|
1.2K
$41.7K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
55.5KNew |
$1.58M - $1.88M
|
55.5K
$1.93M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.47MNew |
$41.8M - $49.6M
|
1.47M
$51M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
332New |
$9.47K - $11.2K
|
332
$11.5K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
15New |
$428 - $507
|
15
$522
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 0.76% |
$1.77K - $2.1K
|
8.08K
$281K
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2K- 19.4% |
$57K - $67.7K
|
8.31K
$289K
|
|
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
$259K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.49KNew |
$313K - $403K
|
9.49K
$330K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 6.69% |
$4.95K - $6.36K
|
2.09K
$72.8K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-610- 8.13% |
$20.1K - $25.9K
|
6.89K
$240K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
140New |
$4.62K - $5.94K
|
140
$4.87K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.85K+ 3789.06% |
$160K - $206K
|
4.98K
$173K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
88New |
$2.91K - $3.73K
|
88
$3.06K
|
|
Q3 2024 | |||||||
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10KNew |
$328K - $389K
|
10K
$348K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5K+ 61.68% |
$378K - $448K
|
30.2K
$1.05M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.73KNew |
$221K - $262K
|
6.73K
$234K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165KNew |
$5.39M - $6.4M
|
165K
$5.72M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.42KNew |
$178K - $211K
|
5.42K
$189K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.17K+ 31.22% |
$235K - $279K
|
30.1K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
150New |
$4.92K - $5.83K
|
150
$5.22K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.6K- 22.89% |
$151K - $179K
|
15.5K
$539K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-220- 21.36% |
$6.94K - $7.76K
|
810
$28.2K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.59KNew |
$208K - $232K
|
6.59K
$229K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$3.15K - $3.53K
|
100
$3.48K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11New |
$347 - $388
|
11
$383
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-356- 6.35% |
$11.2K - $12.6K
|
5.25K
$183K
|