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 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.5KNew |
$189K - $212K
|
8.5K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
16.3KNew |
$362K - $405K
|
16.3K
$440K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38New |
$846 - $947
|
38
$1.03K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1K- 8.51% |
$22.6K - $24.2K
|
10.8K
$291K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.26K- 1.64% |
$28.3K - $30.4K
|
75.4K
$2.04M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-983- 6.41% |
$23.2K - $24.4K
|
14.4K
$389K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
9.09K+ 26.14% |
$214K - $226K
|
43.9K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.22K- 23.63% |
$76K - $80K
|
10.4K
$282K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.34KNew |
$31.2K - $32.8K
|
1.34K
$36.3K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.71KNew |
$203K - $213K
|
8.71K
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
422New |
$9.83K - $10.3K
|
422
$11.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
10KNew |
$223K - $241K
|
10K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
160New |
$3.56K - $3.85K
|
160
$4.34K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.8KNew |
$84.6K - $92.1K
|
3.8K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$22.3 - $24.3
|
1
$27.1
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.5K- 20.83% |
$55.7K - $60.6K
|
9.5K
$257K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
94New |
$2.19K - $2.43K
|
94
$2.55K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$2.33K - $2.58K
|
100
$2.71K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
500New |
$11.7K - $12.9K
|
500
$13.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.95KClosed |
$45.5K - $50.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
120New |
$2.99K - $3.07K
|
120
$3.25K
|
|