Latest Institutional Transactions on Sofi Social 50 ETF (SFYF)
This table provides information on the latest institutional transactions involving Sofi Social 50 ETF (SFYF) 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
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
676New |
$21.6K - $25.9K
|
676
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$346K - $416K
|
10.8K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.57K+ 100.35% |
$273K - $329K
|
17.1K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$31.9 - $38.4
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
835+ 7.66% |
$26.6K - $32K
|
11.7K
$506K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 3.85% |
$28.3 - $33
|
25
$1.08K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-70Closed |
$1.98K - $2.31K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-786- 89.22% |
$19.2K - $23.9K
|
95
$4.1K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$383 - $496
|
20
$863
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15+ 31.91% |
$287 - $372
|
62
$2.67K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.06K+ 7.5% |
$56.9K - $72.3K
|
43.8K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$37.2 - $47.3
|
2
$86.3
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10Closed |
$222 - $338
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-26Closed |
$577 - $880
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.44KClosed |
$145K - $209K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.3KClosed |
$168K - $242K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-8.7KClosed |
$317K - $373K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-586Closed |
$21.4K - $23.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-100Closed |
$3.65K - $4.04K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
200New |
$5.51K - $6.6K
|
200
$8.63K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.4KClosed |
$396K - $675K
|
0
$0
|
|