Latest Institutional Transactions on Exchange Listed Fds Tr Cabana (TDSC)
This table provides information on the latest institutional transactions involving Exchange Listed Fds Tr Cabana (TDSC) 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
25.2KNew |
$555K - $632K
|
25.2K
$608K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.42K+ 259.96% |
$31.3K - $35.6K
|
1.97K
$47.5K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-38- 0.08% |
$837 - $952
|
50.5K
$1.22M
|
|
Q1 2025 | |||||||
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-782- 50.0% |
$19K - $20.3K
|
782
$18.9K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.1KNew |
$222K - $236K
|
9.1K
$219K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.65K- 21.26% |
$211K - $224K
|
32K
$772K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.07K+ 25.84% |
$124K - $131K
|
24.7K
$595K
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
607+ 7.14% |
$14.8K - $15.7K
|
9.11K
$220K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
866+ 274.92% |
$21.1K - $22.4K
|
1.18K
$28.5K
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-355- 1.11% |
$8.65K - $9.2K
|
31.5K
$759K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.01K- 8.49% |
$24.5K - $26K
|
10.8K
$261K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-78.9K- 3.83% |
$1.92M - $2.05M
|
1.98M
$47.8M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-424K- 9.28% |
$10.3M - $11M
|
4.15M
$100M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.56K- 7.48% |
$62.3K - $66.3K
|
31.7K
$764K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15- 0.08% |
$365 - $389
|
18K
$434K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.9K- 30.93% |
$192K - $205K
|
17.6K
$425K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.6K- 24.53% |
$137K - $146K
|
17.2K
$416K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$2.44K - $2.6K
|
100
$2.41K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.21K+ 8.67% |
$29.6K - $31.6K
|
15.2K
$366K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
87+ 1.72% |
$2.13K - $2.26K
|
5.16K
$124K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14KNew |
$342K - $364K
|
14K
$338K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.13K- 20.38% |
$51.9K - $55.3K
|
8.3K
$200K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.88KNew |
$43.6K - $46K
|
1.88K
$45.4K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.4KNew |
$242K - $255K
|
10.4K
$252K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$23.2 - $24.5
|
1
$24.1
|
|
Q1 2024 | |||||||
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.45KNew |
$55.9K - $59.5K
|
2.45K
$59.1K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-909- 8.6% |
$20.7K - $22.1K
|
9.66K
$233K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-62- 35.03% |
$1.41K - $1.5K
|
115
$2.77K
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.8 - $23.5
|
1
$24.1
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
32.7KNew |
$712K - $768K
|
32.7K
$789K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40.4K+ 1010275.0% |
$879K - $948K
|
40.4K
$974K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.1KNew |
$590K - $637K
|
27.1K
$654K
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
14.7KNew |
$319K - $344K
|
14.7K
$353K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.8KNew |
$453K - $476K
|
20.8K
$502K
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-7.43K- 25.44% |
$162K - $170K
|
21.8K
$525K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.8K- 9.89% |
$39.5K - $40.3K
|
16.4K
$396K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
78.4KNew |
$1.72M - $1.75M
|
78.4K
$1.89M
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.37K- 10.16% |
$29.9K - $31.4K
|
12.1K
$291K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.4K- 42.38% |
$469K - $493K
|
29.1K
$702K
|
|
Q4 2022 | |||||||
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
31.1KNew |
$683K - $730K
|
31.1K
$749K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$87.9 - $93.9
|
4
$96.4
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.7KNew |
$236K - $252K
|
10.7K
$259K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
9.66KNew |
$212K - $227K
|
9.66K
$233K
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.01K+ 20.93% |
$66.1K - $70.7K
|
17.4K
$419K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
5.45K+ 7.76% |
$124K - $132K
|
75.6K
$1.82M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.1KClosed |
$604K - $680K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-22.4KClosed |
$560K - $631K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.26KClosed |
$31.5K - $35.5K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86KClosed |
$46.5K - $52.4K
|
0
$0
|