Latest Institutional Transactions on Tidal ETF Tr Sofi Next 500 ETF (SFYX)
This table provides information on the latest institutional transactions involving Tidal ETF Tr Sofi Next 500 ETF (SFYX) 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 |
BUY
|
- |
1+ 0.37% |
$11.8 - $14.9
|
274
$4.15K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.9K- 94.47% |
$495K - $625K
|
2.45K
$37.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.5K+ 121.99% |
$41.4K - $52.3K
|
6.37K
$96.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63- 98.44% |
$745 - $941
|
1
$15.1
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.85K- 6.59% |
$21.9K - $27.6K
|
26.2K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9New |
$106 - $134
|
9
$136
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-899- 8.53% |
$10.6K - $13.4K
|
9.64K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19+ 32.2% |
$225 - $284
|
78
$1.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.33% |
$11.8 - $14.9
|
76
$1.15K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-276- 26.06% |
$3.27K - $4.12K
|
783
$11.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.1K+ 26.32% |
$203K - $256K
|
82.2K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
15New |
$177 - $224
|
15
$227
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7KNew |
$180K - $211K
|
13.7K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
182New |
$2.39K - $2.8K
|
182
$2.75K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-115- 14.56% |
$1.51K - $1.77K
|
675
$10.2K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 28.59% |
$195K - $219K
|
34.6K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$70.5 - $78.9
|
5
$75.7
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20- 28.57% |
$257 - $285
|
50
$757
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30New |
$385 - $428
|
30
$454
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
294+ 30.72% |
$3.82K - $4.1K
|
1.25K
$18.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
117New |
$1.52K - $1.63K
|
117
$1.77K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13+ 11.71% |
$160 - $183
|
124
$1.88K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$98.6 - $113
|
8
$121
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$21.7 - $25.9
|
2
$30.3
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
160New |
$1.74K - $2.08K
|
160
$2.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19New |
$206 - $246
|
19
$287
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31K+ 9.3% |
$15.1K - $16.7K
|
15.4K
$233K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
73New |
$764 - $870
|
73
$1.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-16- 25.4% |
$165 - $201
|
47
$711
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
53New |
$546 - $667
|
53
$802
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-38Closed |
$400 - $516
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-230Closed |
$2.42K - $3.12K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91Closed |
$1.23K - $1.35K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-471Closed |
$6.37K - $6.99K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
27New |
$327 - $376
|
27
$409
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-62Closed |
$751 - $864
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-247Closed |
$2.34K - $2.61K
|
0
$0
|
|