Purchases and Sales Made in Q1 2022 in Exch Traded Concepts Tr (UTRN)
This table provides information about the institutional ownership of Exch Traded Concepts Tr (UTRN) during Q1 2022. The information is specifically focused on institutions that hold shares of EXCH TRADED CONCEPTS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88.6K+ 92.71% |
$2.28M - $2.69M
|
184K
$5.61M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5K+ 40.97% |
$295K - $348K
|
39.4K
$1.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.68K+ 22.54% |
$223K - $264K
|
47.2K
$1.44M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 39.72% |
$66.9K - $79K
|
9.16K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.51K+ 31.74% |
$64.6K - $76.3K
|
10.4K
$318K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 13.39% |
$62.9K - $74.3K
|
20.7K
$631K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.66K+ 530.45% |
$42.6K - $50.2K
|
1.97K
$59.9K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.42K+ 2.71% |
$36.5K - $43.1K
|
53.9K
$1.64M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
562New |
$14.4K - $17.1K
|
562
$17.1K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49+ 4900.0% |
$1.26K - $1.49K
|
50
$1.52K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-201Closed |
$5.17K - $6.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-373Closed |
$9.59K - $11.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.41K- 15.82% |
$62K - $73.2K
|
12.8K
$391K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.57K- 23.79% |
$91.7K - $108K
|
11.4K
$348K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.85KClosed |
$176K - $208K
|
0
$0
|
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-7.02KClosed |
$180K - $213K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.05KClosed |
$233K - $275K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.8K- 11.99% |
$277K - $327K
|
79.1K
$2.41M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12KClosed |
$310K - $366K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 82.16% |
$367K - $433K
|
3.1K
$94.4K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-17.6K- 10.42% |
$452K - $533K
|
151K
$4.6M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.2K- 64.89% |
$493K - $582K
|
10.4K
$316K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.7K- 22.46% |
$636K - $751K
|
85.4K
$2.6M
|