Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14K- 46.36% |
$347K - $397K
|
16.3K
$470K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.19K- 31.83% |
$128K - $147K
|
11.1K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-4.84K- 20.29% |
$120K - $137K
|
19K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.61K- 47.9% |
$64.6K - $73.9K
|
2.84K
$82.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.32K- 71.14% |
$57.3K - $65.5K
|
940
$27.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 2.15% |
$30.2K - $34.5K
|
55.6K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.14K- 9.38% |
$28.1K - $32.1K
|
11K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-989- 10.32% |
$24.4K - $28K
|
8.59K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-121- 26.48% |
$2.99K - $3.42K
|
336
$9.72K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70- 0.51% |
$1.73K - $1.98K
|
13.6K
$393K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51- 7.1% |
$1.26K - $1.44K
|
667
$19.3K
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.9K- 74.36% |
$77K - $83.3K
|
1K
$28.9K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-515- 6.31% |
$13.7K - $14.8K
|
7.65K
$221K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.3K- 62.58% |
$372K - $404K
|
9.15K
$265K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-16.1K- 99.34% |
$358K - $401K
|
106
$3.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.66K- 97.2% |
$193K - $216K
|
249
$7.2K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.26K- 1.64% |
$28.3K - $30.4K
|
75.4K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1K- 8.51% |
$22.6K - $24.2K
|
10.8K
$311K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.22K- 23.63% |
$76K - $80K
|
10.4K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-983- 6.41% |
$23.2K - $24.4K
|
14.4K
$415K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.5K- 20.83% |
$55.7K - $60.6K
|
9.5K
$275K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.95KClosed |
$45.5K - $50.3K
|
0
$0
|
|