Latest Institutional Transactions on Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information on the latest institutional transactions involving Capitol Ser Tr Fairlead Tactic (TACK) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-790- 84.04% |
$22.3K - $23.7K
|
150
$4.44K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
201New |
$5.66K - $6.03K
|
201
$5.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
$704 - $750
|
25
$740
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220KNew |
$6.2M - $6.6M
|
220K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.86K- 14.51% |
$80.6K - $85.8K
|
16.9K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.85KNew |
$52.1K - $55.5K
|
1.85K
$54.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.79K- 1.43% |
$135K - $144K
|
331K
$9.79M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.3K- 12.61% |
$320K - $340K
|
78.6K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.16KNew |
$258K - $275K
|
9.16K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.09K+ 2.14% |
$30.8K - $32.8K
|
52.1K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201- 7.07% |
$5.66K - $6.03K
|
2.64K
$78.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.45K- 0.27% |
$153K - $163K
|
1.98M
$58.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
7.96KNew |
$224K - $239K
|
7.96K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.12K- 5.87% |
$257K - $274K
|
146K
$4.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
293KNew |
$8.26M - $8.8M
|
293K
$8.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.18K+ 0.59% |
$118K - $125K
|
717K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9KNew |
$418K - $446K
|
14.9K
$440K
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
17.2K+ 6.18% |
$483K - $515K
|
295K
$8.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.11K+ 5.36% |
$87.6K - $93.3K
|
61.2K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.26K+ 0.28% |
$205K - $218K
|
2.63M
$77.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4- 0.01% |
$113 - $120
|
32K
$948K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
344+ 2.12% |
$9.69K - $10.3K
|
16.6K
$492K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 2.08% |
$53.8K - $57.3K
|
89.9K
$2.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.17K- 19.74% |
$61.1K - $65.1K
|
8.81K
$261K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-276- 2.48% |
$7.77K - $8.28K
|
10.8K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
84.6KNew |
$2.38M - $2.54M
|
84.6K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.72K+ 21.82% |
$161K - $172K
|
32K
$946K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.17KNew |
$89.2K - $95.1K
|
3.17K
$93.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-134- 0.99% |
$3.77K - $4.02K
|
13.4K
$398K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
28+ 0.33% |
$789 - $840
|
8.62K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-236K- 72.57% |
$6.65M - $7.08M
|
89.2K
$2.64M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
917+ 12.91% |
$25.8K - $27.5K
|
8.02K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-110- 0.58% |
$3.1K - $3.3K
|
18.9K
$560K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200New |
$4.94K - $5.65K
|
200
$5.92K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51- 7.1% |
$1.26K - $1.44K
|
667
$19.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 2.15% |
$30.2K - $34.5K
|
55.6K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$269K - $307K
|
10.9K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$337K - $386K
|
13.7K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
466New |
$11.5K - $13.2K
|
466
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 183.26% |
$664K - $759K
|
41.5K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
777+ 5.88% |
$19.2K - $22K
|
14K
$414K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
433New |
$10.7K - $12.2K
|
433
$12.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-121- 26.48% |
$2.99K - $3.42K
|
336
$9.95K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.41KNew |
$183K - $210K
|
7.41K
$219K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.55KNew |
$201K - $217K
|
7.55K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-515- 6.31% |
$13.7K - $14.8K
|
7.65K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.66KNew |
$70.7K - $76.5K
|
2.66K
$78.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.9K- 74.36% |
$77K - $83.3K
|
1K
$29.6K
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7New |
$191 - $204
|
7
$207
|
|