Latest Institutional Transactions on Shp ETF Tr Neos S&P 500 High I (SPYI)
This table provides information on the latest institutional transactions involving Shp ETF Tr Neos S&P 500 High I (SPYI) 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30+ 1.47% |
N/A
|
2.07K
$0
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.6K+ 67.1% |
N/A
|
36.2K
$0
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
655+ 8.74% |
N/A
|
8.15K
$0
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.46KNew |
N/A
|
6.46K
$0
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.2K+ 134.83% |
N/A
|
24.8K
$0
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
96.6K+ 339.03% |
N/A
|
125K
$0
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
16.8K+ 58.97% |
N/A
|
45.4K
$0
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
433K+ 24.43% |
N/A
|
2.21M
$0
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.7KNew |
N/A
|
4.7K
$0
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 2.71% |
N/A
|
3.04K
$0
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.96K+ 2548.28% |
N/A
|
3.07K
$0
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.11K+ 52.85% |
N/A
|
8.98K
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-600- 11.42% |
N/A
|
4.65K
$0
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.23K+ 157.77% |
N/A
|
11.8K
$0
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
800+ 2.2% |
N/A
|
37.2K
$0
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
588+ 5.13% |
N/A
|
12K
$0
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20+ 1.0% |
N/A
|
2.01K
$0
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-1.99K- 11.69% |
N/A
|
15K
$0
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.5K+ 26.6% |
N/A
|
7.14K
$0
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.02K+ 15.03% |
N/A
|
7.77K
$0
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.91K+ 33.92% |
N/A
|
7.56K
$0
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
249New |
N/A
|
249
$0
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2New |
N/A
|
2
$0
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.53K+ 8.33% |
N/A
|
45.9K
$0
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
60+ 461.54% |
N/A
|
73
$0
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.99K+ 18.78% |
N/A
|
18.9K
$0
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6.52K- 10.63% |
N/A
|
54.8K
$0
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
27.8K+ 137.67% |
N/A
|
47.9K
$0
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-568- 4.05% |
N/A
|
13.4K
$0
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.79M- 98.03% |
N/A
|
157K
$0
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$0
|
|
Q3 2024 | |||||||
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 1.96% |
N/A
|
100
$0
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52K+ 50.57% |
N/A
|
155K
$0
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.02K+ 503.24% |
N/A
|
2.42K
$0
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2K+ 12.79% |
N/A
|
89.5K
$0
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.3K+ 15.45% |
N/A
|
39.6K
$0
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
763+ 1.92% |
N/A
|
40.5K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
55.5K+ 2522.73% |
N/A
|
57.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.5KNew |
N/A
|
34.5K
$0
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 11.95% |
N/A
|
14.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
780+ 15.29% |
N/A
|
5.88K
$0
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.6K+ 58.21% |
N/A
|
45K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
46.8KNew |
N/A
|
46.8K
$0
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.56K+ 47.99% |
N/A
|
23.3K
$0
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 53.56% |
N/A
|
9.66K
$0
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
366+ 3.64% |
N/A
|
10.4K
$0
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.95KNew |
N/A
|
4.95K
$0
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.95KNew |
N/A
|
9.95K
$0
|