Purchases and Sales Made in Q2 2023 in Tidal ETF Tr Sofi 500 ETF (SFY)
This table provides information about the institutional ownership of Tidal ETF Tr Sofi 500 ETF (SFY) during Q2 2023. The information is specifically focused on institutions that hold shares of TIDAL ETF TR SOFI 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
796K+ 3.2% |
$11.2M - $12.5M
|
25.7M
$2.78B
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.27KNew |
$60.2K - $66.9K
|
4.27K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.72K+ 25.47% |
$52.5K - $58.4K
|
18.3K
$1.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31K+ 13.0% |
$18.5K - $20.6K
|
11.4K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
768New |
$10.8K - $12K
|
768
$83.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
300+ 46.22% |
$4.23K - $4.71K
|
949
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53+ 2.31% |
$748 - $832
|
2.35K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.98% |
$42.3 - $47.1
|
310
$33.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-879- 0.56% |
$12.4K - $13.8K
|
156K
$16.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.29K- 0.82% |
$18.1K - $20.2K
|
156K
$16.9M
|