Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
1.07M+ 5.01% |
$13.7M - $16.3M
|
22.5M
$2.45B
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
57.1K+ 64.88% |
$727K - $869K
|
145K
$15.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
57.1K+ 64.54% |
$727K - $869K
|
146K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.3KNew |
$169K - $202K
|
13.3K
$1.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
12.8KNew |
$163K - $194K
|
12.8K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 330.19% |
$20K - $23.9K
|
2.05K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01K+ 72.71% |
$12.8K - $15.3K
|
2.39K
$261K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
398New |
$5.07K - $6.05K
|
398
$43.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26+ 1.31% |
$331 - $395
|
2.01K
$219K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3+ 6.38% |
$38.2 - $45.6
|
50
$5.45K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$12.7 - $15.2
|
1
$109
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$12.7 - $15.2
|
1
$109
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88- 33.85% |
$1.12K - $1.34K
|
172
$18.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 1.03% |
$1.27K - $1.52K
|
9.65K
$1.05M
|