Latest Institutional Transactions on Exch Traded Concepts Tr (UTRN)
This table provides information on the latest institutional transactions involving Exch Traded Concepts Tr (UTRN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.86K+ 6.4% |
$48.1K - $57.3K
|
31K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.12K+ 11.58% |
$80.6K - $96K
|
30.1K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.44K+ 31.94% |
$115K - $137K
|
18.3K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-62- 41.89% |
$1.6K - $1.91K
|
86
$2.62K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.83K- 10.1% |
$47.4K - $56.4K
|
16.3K
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.34K- 9.37% |
$34.7K - $41.3K
|
13K
$396K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300New |
$7.44K - $8.01K
|
300
$9.14K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
27.6KNew |
$684K - $737K
|
27.6K
$840K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.54KNew |
$153K - $171K
|
6.54K
$199K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.6 - $24.5
|
1
$30.5
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50- 98.04% |
$1.15K - $1.28K
|
1
$30.5
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
161+ 0.42% |
$3.69K - $4.13K
|
38.9K
$1.18M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-562- 17.24% |
$13.2K - $13.9K
|
2.7K
$82.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.02K+ 3.6% |
$165K - $174K
|
202K
$6.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.71K- 31.19% |
$111K - $117K
|
10.4K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.62K- 5.51% |
$61.4K - $64.8K
|
44.9K
$1.37M
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.9K+ 100.0% |
$88.7K - $96.5K
|
7.8K
$238K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
185KNew |
$4.15M - $4.7M
|
185K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.64KNew |
$194K - $220K
|
8.64K
$263K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-259- 2.9% |
$5.82K - $6.58K
|
8.69K
$265K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
939+ 10.47% |
$21.3K - $25.1K
|
9.91K
$302K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-10.4KClosed |
$249K - $289K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.7KClosed |
$494K - $574K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-7.02KClosed |
$180K - $213K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.85KClosed |
$176K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-373Closed |
$9.59K - $11.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-201Closed |
$5.17K - $6.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12KClosed |
$310K - $366K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-17.6K- 10.42% |
$452K - $533K
|
151K
$4.6M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.05KClosed |
$233K - $275K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.21KClosed |
$219K - $272K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
260KNew |
$8.66M - $9.62M
|
260K
$7.93M
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.26K- 79.39% |
$36.3K - $39.8K
|
326
$9.93K
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.86KClosed |
$212K - $242K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-17.2KClosed |
$464K - $529K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26Closed |
$522 - $753
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-22.1KClosed |
$364K - $601K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.54KClosed |
$108K - $178K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-22.1KClosed |
$364K - $601K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-130Closed |
$2.14K - $3.53K
|
0
$0
|
|