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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.37KNew |
$256K - $272K
|
9.37K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$775K - $824K
|
28.3K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.7KNew |
$729K - $775K
|
26.7K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-486- 0.93% |
$13.3K - $14.1K
|
51.8K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.48K- 0.19% |
$67.7K - $72K
|
1.33M
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51KNew |
$41.3K - $43.9K
|
1.51K
$43.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.7KNew |
$868K - $923K
|
31.7K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.64MNew |
$72.3M - $76.9M
|
2.64M
$75.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15- 2.02% |
$410 - $436
|
728
$20.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.23K+ 45.37% |
$252K - $268K
|
29.6K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.3K- 9.02% |
$885K - $940K
|
326K
$9.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.41K+ 1.74% |
$257K - $274K
|
551K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-15.5K- 25.45% |
$425K - $452K
|
45.5K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
868+ 6.45% |
$23.7K - $25.2K
|
14.3K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.91K- 38.25% |
$52.1K - $55.4K
|
3.08K
$88.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
254KNew |
$6.96M - $7.4M
|
254K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 4.7% |
$374K - $398K
|
305K
$8.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.9KNew |
$107K - $113K
|
3.9K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.01K- 10.24% |
$164K - $175K
|
52.7K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.08K- 5.77% |
$29.6K - $31.5K
|
17.7K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.32K+ 149.48% |
$63.4K - $67.4K
|
3.87K
$111K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
211+ 0.43% |
$5.77K - $6.14K
|
49.2K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.5KNew |
$479K - $509K
|
17.5K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
313+ 2.53% |
$8.56K - $9.1K
|
12.7K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7New |
$191 - $204
|
7
$201
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-964- 10.56% |
$26.4K - $28K
|
8.16K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.48KNew |
$232K - $247K
|
8.48K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.02KNew |
$247K - $262K
|
9.02K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-94- 24.87% |
$2.57K - $2.73K
|
284
$8.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 9.09% |
$35.5K - $37.8K
|
13K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
19+ 0.08% |
$520 - $553
|
24.4K
$699K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-913- 2.94% |
$25K - $26.6K
|
30.2K
$865K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.62KNew |
$195K - $214K
|
7.62K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
235New |
$6.02K - $6.61K
|
235
$6.73K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$6.38M - $7.01M
|
249K
$7.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.8K+ 13.05% |
$1.4M - $1.54M
|
474K
$13.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
30.5K+ 1.24% |
$780K - $857K
|
2.49M
$71.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40+ 0.51% |
$1.02K - $1.13K
|
7.81K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.28K - $1.41K
|
50
$1.43K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1KNew |
$246K - $267K
|
10.1K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$48.7 - $52.9
|
2
$57.3
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$246K - $267K
|
10.1K
$289K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.3K- 62.58% |
$372K - $404K
|
9.15K
$262K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$365 - $397
|
15
$430
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
46New |
$1.02K - $1.15K
|
46
$1.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-16.1K- 99.34% |
$358K - $401K
|
106
$3.04K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.66K- 97.2% |
$193K - $216K
|
249
$7.13K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.5KNew |
$189K - $212K
|
8.5K
$244K
|
|