Latest Institutional Purchases of Tidal ETF Tr Sofi Next 500 ETF (SFYX)
This list provides information on the latest institutional transactions involving Tidal ETF Tr Sofi Next 500 ETF (SFYX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
65.1KNew |
$856K - $1M
|
65.1K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.2K+ 26928.66% |
$581K - $679K
|
44.3K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.4K+ 4587.29% |
$361K - $422K
|
28K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7KNew |
$180K - $211K
|
13.7K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.5KNew |
$139K - $162K
|
10.5K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.79K+ 3356.63% |
$36.6K - $42.8K
|
2.87K
$43.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
182New |
$2.39K - $2.8K
|
182
$2.77K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63+ 6300.0% |
$828 - $968
|
64
$975
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115+ 194.92% |
$1.62K - $1.82K
|
174
$2.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$70.5 - $78.9
|
5
$76.2
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30New |
$385 - $428
|
30
$457
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
294+ 30.72% |
$3.82K - $4.1K
|
1.25K
$19.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
117New |
$1.52K - $1.63K
|
117
$1.78K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
75New |
$925 - $1.06K
|
75
$1.14K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13+ 11.71% |
$160 - $183
|
124
$1.89K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$98.6 - $113
|
8
$122
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
160New |
$1.74K - $2.08K
|
160
$2.44K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19New |
$206 - $246
|
19
$289
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$21.7 - $25.9
|
2
$30.5
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31K+ 9.3% |
$15.1K - $16.7K
|
15.4K
$234K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9New |
$97.1 - $112
|
9
$137
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
73New |
$764 - $870
|
73
$1.11K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
53New |
$546 - $667
|
53
$807
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
27New |
$327 - $376
|
27
$411
|
|