Purchases and Sales Made in Q4 2023 in Tidal ETF Tr Sp Fds S&P 500 Sh (SPUS)
This table provides information about the institutional ownership of Tidal ETF Tr Sp Fds S&P 500 Sh (SPUS) during Q4 2023. The information is specifically focused on institutions that hold shares of TIDAL ETF TR SP FDS S&P 500 SH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
110K+ 20.1% |
$3.26M - $3.79M
|
660K
$29.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
73.6KNew |
$2.18M - $2.52M
|
73.6K
$3.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.7KNew |
$1.08M - $1.26M
|
36.7K
$1.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
23.5K+ 235.0% |
$695K - $806K
|
33.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
19.8K+ 295.52% |
$585K - $679K
|
26.5K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 52.29% |
$537K - $623K
|
52.9K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.2KNew |
$509K - $591K
|
17.2K
$763K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 66.12% |
$452K - $524K
|
38.4K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.76K+ 124.51% |
$289K - $335K
|
17.6K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.38K+ 1258.97% |
$189K - $219K
|
6.89K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.07K+ 123.93% |
$120K - $139K
|
7.35K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.17KNew |
$93.8K - $109K
|
3.17K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.15K+ 9.73% |
$63.6K - $73.8K
|
24.3K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12KNew |
$62.8K - $72.9K
|
2.12K
$94.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.82KNew |
$53.7K - $62.3K
|
1.82K
$80.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 3.2% |
$31.6K - $36.6K
|
34.4K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.07K+ 3.2% |
$31.6K - $36.6K
|
34.4K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
758New |
$22.4K - $26K
|
758
$33.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
520New |
$15.4K - $17.8K
|
520
$23.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
64+ 5.59% |
$1.89K - $2.2K
|
1.21K
$53.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.19% |
$296 - $343
|
5.22K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.5% |
$29.6 - $34.3
|
201
$8.91K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-350- 63.52% |
$10.3K - $12K
|
201
$8.91K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-728- 5.76% |
$21.5K - $25K
|
11.9K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.56K- 9.41% |
$46K - $53.4K
|
15K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.37K- 28.88% |
$129K - $150K
|
10.8K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.03K- 14.92% |
$208K - $241K
|
40.1K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.88K- 44.39% |
$233K - $270K
|
9.88K
$438K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.1K- 52.61% |
$269K - $312K
|
8.19K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-193K- 16.51% |
$5.71M - $6.63M
|
977K
$43.3M
|