Latest Institutional Transactions on ETF Ser Solutions Aam Transfor (TRFM)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aam Transfor (TRFM) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
603New |
$18K - $26K
|
603
$26.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.6K+ 37.63% |
$525K - $759K
|
64.3K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 492.06% |
$491K - $709K
|
19.8K
$868K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.5K- 72.1% |
$1.63M - $2.35M
|
21.1K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.7K+ 7.29% |
$2.08M - $3.01M
|
1.03M
$45.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100+ 0.47% |
$2.99K - $4.32K
|
21.2K
$929K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.5K- 4.98% |
$44.9K - $64.8K
|
28.6K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.98K+ 35.17% |
$268K - $388K
|
34.5K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.33KNew |
$189K - $274K
|
6.33K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.6KNew |
$167K - $242K
|
5.6K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 1.35% |
$1.38K - $1.99K
|
3.36K
$147K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.6K+ 37.13% |
$436K - $630K
|
53.9K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.1KNew |
$422K - $610K
|
14.1K
$621K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
500New |
$17.3K - $20.9K
|
500
$22K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-446- 50.0% |
$15.4K - $18.6K
|
446
$19.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-11- 0.06% |
$380 - $459
|
18K
$791K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2KNew |
$36.1K - $43K
|
1.2K
$52.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
555New |
$16.7K - $19.9K
|
555
$24.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.1K- 56.98% |
$335K - $375K
|
8.41K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.85KNew |
$206K - $230K
|
6.85K
$301K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34New |
$848 - $1.09K
|
34
$1.49K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.24KNew |
$173K - $210K
|
7.24K
$318K
|
|