Latest Institutional Transactions on Tidal ETF Tr Sofi 500 ETF (SFY)
This table provides information on the latest institutional transactions involving Tidal ETF Tr Sofi 500 ETF (SFY) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
531New |
$9.72K - $11.1K
|
531
$59.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.54K- 4.87% |
$46.5K - $52.8K
|
49.5K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.88K- 26.87% |
$163K - $185K
|
24.2K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.9K+ 2459.82% |
$713K - $811K
|
40.5K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
523+ 9.53% |
$9.58K - $10.9K
|
6.01K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28KNew |
$512K - $583K
|
28K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-34.5K- 79.39% |
$631K - $718K
|
8.95K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 190.69% |
$256K - $291K
|
21.3K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.8KNew |
$307K - $349K
|
16.8K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 2.64% |
$1.37K - $1.56K
|
2.77K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.14K+ 6.69% |
$39.1K - $44.5K
|
34.1K
$3.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
2.14M+ 6.97% |
$39.1M - $44.5M
|
32.8M
$3.69B
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
225New |
$4.12K - $4.68K
|
225
$25.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29New |
$531 - $604
|
29
$3.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.55K+ 14.62% |
$46.7K - $53.2K
|
20K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
335+ 2.74% |
$6.13K - $6.97K
|
12.6K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 3.91% |
$99.1K - $113K
|
133K
$15M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13+ 144.44% |
$238 - $271
|
22
$2.48K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
71.6K+ 112.7% |
$1.26M - $1.44M
|
135K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.4KNew |
$713K - $815K
|
40.4K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.62KNew |
$46.1K - $52.7K
|
2.62K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$35.3 - $40.3
|
2
$225
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
4.03K+ 56.92% |
$71K - $81.2K
|
11.1K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-292- 87.16% |
$5.15K - $5.88K
|
43
$4.84K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.32% |
$17.6 - $20.2
|
313
$35.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
742New |
$13.1K - $15K
|
742
$83.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.16MNew |
$20.5M - $23.4M
|
1.16M
$131M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.64K+ 821.81% |
$46.5K - $53.2K
|
2.96K
$333K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
81+ 10.14% |
$1.35K - $1.51K
|
880
$99K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
380New |
$6.31K - $7.08K
|
380
$42.8K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$168K - $188K
|
10.1K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56New |
$930 - $1.04K
|
56
$6.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
847New |
$14.1K - $15.8K
|
847
$95.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.48K- 1.6% |
$36.2K - $42.4K
|
152K
$17.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$29.2K - $34.2K
|
2K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.14KNew |
$16.7K - $19.5K
|
1.14K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
132New |
$1.93K - $2.25K
|
132
$14.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32.6KNew |
$494K - $529K
|
32.6K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.6KNew |
$160K - $172K
|
10.6K
$1.19M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15New |
$197 - $220
|
15
$1.69K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
184New |
$2.42K - $2.7K
|
184
$20.7K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16K+ 169.95% |
$210K - $234K
|
25.4K
$2.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.4KNew |
$307K - $342K
|
23.4K
$2.63M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19- 10.86% |
$240 - $273
|
156
$17.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1New |
$12.7 - $14.4
|
1
$113
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
604New |
$7.64K - $8.69K
|
604
$68K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
12.8KNew |
$163K - $194K
|
12.8K
$1.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
398New |
$5.07K - $6.05K
|
398
$44.8K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$148K - $191K
|
11.5K
$1.29M
|
|