Latest Institutional Transactions on Exchange Listed Fds Tr Cabana (TDSD)
This table provides information on the latest institutional transactions involving Exchange Listed Fds Tr Cabana (TDSD) 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 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
34.1KNew |
$730K - $793K
|
34.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 44.86% |
$226K - $245K
|
13K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-614- 2.27% |
$13.1K - $14.3K
|
26.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.09KNew |
$109K - $118K
|
5.09K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
190+ 11.89% |
$4.06K - $4.41K
|
1.79K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.1K- 3.56% |
$579K - $629K
|
733K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.2KNew |
$560K - $608K
|
26.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
158+ 190.36% |
$3.38K - $3.67K
|
241
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.3M- 99.6% |
$49.3M - $53.5M
|
9.31K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.6K- 44.99% |
$439K - $465K
|
25.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.4K+ 149.73% |
$285K - $301K
|
22.3K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10.7KNew |
$228K - $241K
|
10.7K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-174K- 47.05% |
$3.7M - $3.92M
|
196K
$0
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-28.4K- 70.65% |
$605K - $627K
|
11.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.03K+ 20.67% |
$85.7K - $88.8K
|
23.5K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 6.25% |
$22.8K - $23.6K
|
16.1K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.6KNew |
$353K - $366K
|
16.6K
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
72New |
$1.51K - $1.64K
|
72
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.9K- 16.84% |
$459K - $497K
|
108K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43K- 3.01% |
$30K - $32.5K
|
46.1K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.36K- 11.46% |
$28.4K - $30.8K
|
10.5K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.54K- 28.92% |
$165K - $175K
|
18.5K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
12.8KNew |
$281K - $298K
|
12.8K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
3.01K+ 6.43% |
$65.9K - $70K
|
49.8K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-10.7K- 67.23% |
$235K - $249K
|
5.23K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56KClosed |
$1.23M - $1.45M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3KClosed |
$226K - $267K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28Closed |
$699 - $823
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.64KClosed |
$41K - $48.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-9.82KClosed |
$245K - $289K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-8.75KClosed |
$243K - $264K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93Closed |
$2.58K - $2.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-381KClosed |
$9.35M - $9.87M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-54.8KClosed |
$1.34M - $1.42M
|
0
$0
|
|