Purchases and Sales Made in Q3 2023 in Ea Ser Tr Strive 500 ETF (STRV)
This table provides information about the institutional ownership of Ea Ser Tr Strive 500 ETF (STRV) during Q3 2023. The information is specifically focused on institutions that hold shares of EA SER TR STRIVE 500 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
165K+ 133.77% |
N/A
|
288K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.3K+ 22.6% |
N/A
|
403K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
56.6K+ 37.85% |
N/A
|
206K
$0
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
40.1KNew |
N/A
|
40.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.9K+ 215.28% |
N/A
|
46.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.2K+ 174.11% |
N/A
|
45.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.5K+ 44.7% |
N/A
|
85.6K
$0
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
23KNew |
N/A
|
23K
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
19.9K+ 27.93% |
N/A
|
91.2K
$0
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6K+ 26.08% |
N/A
|
89.9K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 133.13% |
N/A
|
27.7K
$0
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3KNew |
N/A
|
14.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$0
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 8.61% |
N/A
|
147K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 13.63% |
N/A
|
96.1K
$0
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.69KNew |
N/A
|
9.69K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.87K+ 16.62% |
N/A
|
55.3K
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6.73K+ 119.54% |
N/A
|
12.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.78K+ 7.79% |
N/A
|
66.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.57K+ 8.84% |
N/A
|
44K
$0
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 14.78% |
N/A
|
15.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 3.55% |
N/A
|
36K
$0
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
694+ 2.07% |
N/A
|
34.2K
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
661+ 183.1% |
N/A
|
1.02K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
406+ 9.02% |
N/A
|
4.91K
$0
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
378+ 1.2% |
N/A
|
31.9K
$0
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
132New |
N/A
|
132
$0
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 0.83% |
N/A
|
12.1K
$0
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
54+ 1.4% |
N/A
|
3.9K
$0
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.69% |
N/A
|
438
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-133- 4.91% |
N/A
|
2.58K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 4.14% |
N/A
|
30.5K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.34K- 1.76% |
N/A
|
130K
$0
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.55K- 18.61% |
N/A
|
19.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.5K- 7.38% |
N/A
|
295K
$0
|