Latest Institutional Transactions on Etfis Ser Tr I Virtus Private (VPC)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Private (VPC) 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 |
---|---|---|---|---|---|---|---|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
39.1KNew |
$821K - $895K
|
39.1K
$801K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.5KNew |
$327K - $356K
|
15.5K
$319K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
203+ 3.18% |
$4.27K - $4.65K
|
6.59K
$135K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.54% |
$21 - $22.9
|
185
$3.79K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$21 - $22.9
|
1
$20.5
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
21.9K+ 17.78% |
$461K - $502K
|
145K
$2.98M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.1KNew |
$318K - $346K
|
15.1K
$310K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 23.02% |
$423K - $461K
|
67.3K
$1.38M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.4K+ 162.35% |
$429K - $467K
|
33K
$676K
|
|
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
|
- |
518New |
$10.9K - $11.9K
|
518
$10.6K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.35K+ 45.12% |
$175K - $191K
|
26.9K
$551K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$42 - $45.8
|
2
$41
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10.6K+ 70.67% |
$223K - $243K
|
25.6K
$525K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-103K- 72.53% |
$2.17M - $2.37M
|
39.2K
$804K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-487- 52.14% |
$10.2K - $11.2K
|
447
$9.17K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3KNew |
$238K - $259K
|
11.3K
$232K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.8K+ 166.83% |
$669K - $728K
|
50.9K
$1.04M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 27.73% |
$396K - $432K
|
86.8K
$1.78M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
602New |
$12.7K - $13.8K
|
602
$12.3K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.61K+ 13.4% |
$33.9K - $36.9K
|
13.6K
$280K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.32K+ 23.06% |
$69.8K - $76.1K
|
17.7K
$364K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.33K- 8.05% |
$49.1K - $53.4K
|
26.6K
$546K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-650- 16.6% |
$13.7K - $14.9K
|
3.27K
$67K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
450New |
$9.46K - $10.3K
|
450
$9.23K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.2K+ 25.95% |
$130K - $142K
|
30.1K
$617K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.31K- 29.81% |
$157K - $168K
|
17.2K
$353K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.44K- 7.86% |
$30.9K - $33K
|
16.8K
$345K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.32K+ 13.87% |
$93.1K - $99.4K
|
35.5K
$728K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 5.25% |
$732 - $781
|
614
$12.6K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
25.7KNew |
$553K - $590K
|
25.7K
$527K
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.34KNew |
$201K - $215K
|
9.34K
$192K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-491- 2.0% |
$10.6K - $11.3K
|
24.1K
$493K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.39KNew |
$73K - $77.9K
|
3.39K
$69.5K
|
|
Q3 2024 | |||||||
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
7.11K+ 7.48% |
$154K - $164K
|
102K
$2.09M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25New |
$543 - $579
|
25
$513
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$109K - $116K
|
5K
$103K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
646New |
$14.1K - $15K
|
646
$13.2K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.1KNew |
$331K - $352K
|
15.1K
$310K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.95KClosed |
$39.2K - $44.1K
|
0
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
11.7KNew |
$244K - $261K
|
11.7K
$241K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
40.6KNew |
$844K - $903K
|
40.6K
$832K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.9KNew |
$497K - $532K
|
23.9K
$490K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.43K+ 382.95% |
$168K - $180K
|
10.6K
$218K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$226K - $256K
|
11.5K
$235K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.76K- 51.57% |
$54.4K - $61.5K
|
2.59K
$53.2K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42New |
$817 - $918
|
42
$861
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.4K+ 213.22% |
$529K - $645K
|
40.2K
$825K
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
44.3K+ 164.79% |
$855K - $1.04M
|
71.2K
$1.46M
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600New |
$12.6K - $15.2K
|
600
$12.3K
|