Purchases and Sales Made in Q1 2025 in Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK) during Q1 2025. The information is specifically focused on institutions that hold shares of CAPITOL SER TR FAIRLEAD TACTIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.1K+ 79.13% |
$667K - $722K
|
56.8K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
22.1K+ 8.67% |
$586K - $634K
|
276K
$7.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.42K+ 104.48% |
$250K - $271K
|
18.4K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.88K+ 22.05% |
$156K - $169K
|
32.5K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 9.7% |
$134K - $145K
|
56.9K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.75K+ 9.29% |
$73K - $78.9K
|
32.3K
$905K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.66KNew |
$70.7K - $76.5K
|
2.66K
$74.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.38K+ 77.34% |
$63.2K - $68.4K
|
5.46K
$153K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.22K+ 12.7% |
$59K - $63.9K
|
19.7K
$552K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
650+ 5.0% |
$17.3K - $18.7K
|
13.6K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
538+ 0.18% |
$14.3K - $15.5K
|
305K
$8.55M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
514+ 4.05% |
$13.7K - $14.8K
|
13.2K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
173+ 60.92% |
$4.59K - $4.97K
|
457
$12.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
164+ 0.33% |
$4.36K - $4.71K
|
49.3K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126+ 0.42% |
$3.35K - $3.62K
|
30.3K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30+ 0.01% |
$797 - $862
|
326K
$9.14M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10- 1.37% |
$266 - $287
|
718
$20.1K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-515- 6.31% |
$13.7K - $14.8K
|
7.65K
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-539- 2.21% |
$14.3K - $15.5K
|
23.9K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-610- 15.77% |
$16.2K - $17.5K
|
3.26K
$91.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.9K- 74.36% |
$77K - $83.3K
|
1K
$28K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.33K- 0.79% |
$115K - $124K
|
546K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-4.74K- 33.09% |
$126K - $136K
|
9.58K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5.56K- 31.45% |
$148K - $160K
|
12.1K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.7K- 48.27% |
$363K - $393K
|
14.7K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-23K- 1.73% |
$611K - $661K
|
1.31M
$36.6M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-29.2K- 64.18% |
$776K - $840K
|
16.3K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-33.7K- 1.27% |
$895K - $968K
|
2.61M
$73.2M
|