Latest Institutional Purchases of Etfis Ser Tr I Virtus Private (VPC)
This list provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Private (VPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.16K+ 4.58% |
$91.1K - $96.9K
|
95K
$2.19M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.4K+ 9.03% |
$30.6K - $32.6K
|
16.9K
$390K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
195+ 0.61% |
$4.26K - $4.54K
|
32.2K
$741K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
40.4KNew |
$885K - $913K
|
40.4K
$931K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32.5KNew |
$712K - $734K
|
32.5K
$749K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.9KNew |
$370K - $382K
|
16.9K
$389K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.38K+ 36.69% |
$118K - $122K
|
20K
$462K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 6.67% |
$110 - $113
|
80
$1.84K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
700New |
$14.1K - $15.9K
|
700
$16.1K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
425KNew |
$8.84M - $9.46M
|
425K
$9.79M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
40.6KNew |
$844K - $903K
|
40.6K
$935K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.9KNew |
$497K - $532K
|
23.9K
$551K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17KNew |
$354K - $378K
|
17K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
11.7KNew |
$244K - $261K
|
11.7K
$270K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.43K+ 382.95% |
$168K - $180K
|
10.6K
$245K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$226K - $256K
|
11.5K
$264K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.22K+ 92.96% |
$43.2K - $48.5K
|
4.6K
$106K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42New |
$817 - $918
|
42
$968
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
44.3K+ 164.79% |
$855K - $1.04M
|
71.2K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.4K+ 213.22% |
$529K - $645K
|
40.2K
$927K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.27K+ 10.78% |
$152K - $184K
|
74.7K
$1.72M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600New |
$12.6K - $15.2K
|
600
$13.8K
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.21KNew |
$201K - $215K
|
8.21K
$189K
|
|
Q4 2021 | |||||||
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
30.5KNew |
$749K - $804K
|
30.5K
$704K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.29KNew |
$105K - $113K
|
4.29K
$98.9K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
954New |
$19.4K - $22.6K
|
954
$22K
|