Latest Institutional Purchases of Capitol Ser Tr Fairlead Tactic (TACK)
This list provides information on the latest institutional transactions involving Capitol Ser Tr Fairlead Tactic (TACK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
682K+ 52.17% |
$16.8M - $19.3M
|
1.99M
$57.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
167K+ 30.5% |
$4.12M - $4.71M
|
713K
$20.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
123K+ 377.6% |
$3.04M - $3.47M
|
155K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.6K+ 178.4% |
$1.42M - $1.63M
|
90K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39K+ 74.02% |
$965K - $1.1M
|
91.8K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 183.26% |
$664K - $759K
|
41.5K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
26.2KNew |
$648K - $742K
|
26.2K
$759K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.2K+ 6.62% |
$499K - $571K
|
325K
$9.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$337K - $386K
|
13.7K
$395K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.3K+ 62.33% |
$304K - $347K
|
32K
$926K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$269K - $307K
|
10.9K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.25K+ 2.83% |
$229K - $261K
|
335K
$9.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.6K+ 0.29% |
$188K - $215K
|
2.62M
$75.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.41KNew |
$183K - $210K
|
7.41K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.1KNew |
$176K - $201K
|
7.1K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.72K+ 3.49% |
$42.6K - $48.7K
|
51K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.27K+ 6.89% |
$31.4K - $35.9K
|
19.7K
$570K
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1.19K+ 0.43% |
$29.4K - $33.6K
|
278K
$8.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 2.06% |
$28.9K - $33.1K
|
58K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
777+ 5.88% |
$19.2K - $22K
|
14K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
466New |
$11.5K - $13.2K
|
466
$13.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
433New |
$10.7K - $12.2K
|
433
$12.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.55KNew |
$201K - $217K
|
7.55K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.66KNew |
$70.7K - $76.5K
|
2.66K
$77K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.48KNew |
$232K - $247K
|
8.48K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51KNew |
$41.3K - $43.9K
|
1.51K
$43.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7New |
$191 - $204
|
7
$203
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$6.38M - $7.01M
|
249K
$7.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.8K+ 13.05% |
$1.4M - $1.54M
|
474K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
30.5K+ 1.24% |
$780K - $857K
|
2.49M
$71.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
235New |
$6.02K - $6.61K
|
235
$6.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.28K - $1.41K
|
50
$1.45K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1KNew |
$246K - $267K
|
10.1K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$246K - $267K
|
10.1K
$292K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$365 - $397
|
15
$434
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$48.7 - $52.9
|
2
$57.9
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
16.3KNew |
$362K - $405K
|
16.3K
$470K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.5KNew |
$189K - $212K
|
8.5K
$246K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
46New |
$1.02K - $1.15K
|
46
$1.33K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38New |
$846 - $947
|
38
$1.1K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
9.09K+ 26.14% |
$214K - $226K
|
43.9K
$1.27M
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.71KNew |
$203K - $213K
|
8.71K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.34KNew |
$31.2K - $32.8K
|
1.34K
$38.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
10KNew |
$223K - $241K
|
10K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
160New |
$3.56K - $3.85K
|
160
$4.63K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.8KNew |
$84.6K - $92.1K
|
3.8K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$22.3 - $24.3
|
1
$28.9
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
500New |
$11.7K - $12.9K
|
500
$14.5K
|
|