Purchases and Sales Made in Q2 2023 in Amplify ETF Tr Trnsformational (BLOK)
This table provides information about the institutional ownership of Amplify ETF Tr Trnsformational (BLOK) during Q2 2023. The information is specifically focused on institutions that hold shares of AMPLIFY ETF TR TRNSFORMATIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
15New |
$282 - $341
|
15
$718
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13+ 0.13% |
$245 - $296
|
10.1K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.47% |
$169 - $205
|
1.92K
$91.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 1.12% |
$75.2 - $91
|
361
$17.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.06% |
$37.6 - $45.5
|
3.53K
$169K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.31% |
$37.6 - $45.5
|
652
$31.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$18.8 - $22.8
|
1
$47.9
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.64% |
$263 - $319
|
2.16K
$103K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.64% |
$263 - $319
|
2.16K
$103K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23- 2.89% |
$433 - $523
|
772
$36.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-32- 9.44% |
$602 - $728
|
307
$14.7K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-38Closed |
$715 - $865
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-42- 22.22% |
$790 - $956
|
147
$7.04K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-88- 0.85% |
$1.66K - $2K
|
10.3K
$493K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-119- 0.35% |
$2.24K - $2.71K
|
34.1K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-128- 1.14% |
$2.41K - $2.91K
|
11.1K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-138- 18.96% |
$2.6K - $3.14K
|
590
$28.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-145- 31.73% |
$2.73K - $3.3K
|
312
$14.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-164- 12.74% |
$3.08K - $3.73K
|
1.12K
$53.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-167- 23.99% |
$3.14K - $3.8K
|
529
$25.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-171- 0.77% |
$3.22K - $3.89K
|
22.1K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-253- 50.3% |
$4.76K - $5.76K
|
250
$12K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-279- 11.12% |
$5.25K - $6.35K
|
2.23K
$107K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-323- 3.18% |
$6.08K - $7.35K
|
9.84K
$471K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-375- 3.45% |
$7.05K - $8.53K
|
10.5K
$502K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 9.39% |
$7.52K - $9.1K
|
3.86K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-502- 14.25% |
$9.44K - $11.4K
|
3.02K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-633- 16.29% |
$11.9K - $14.4K
|
3.25K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-663- 8.3% |
$12.5K - $15.1K
|
7.33K
$351K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-694- 10.77% |
$13.1K - $15.8K
|
5.75K
$275K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-870- 5.19% |
$16.4K - $19.8K
|
15.9K
$761K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-1.06K- 17.47% |
$19.8K - $24K
|
4.98K
$238K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.08K- 3.59% |
$20.2K - $24.5K
|
28.8K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 1.39% |
$20.6K - $24.9K
|
77.6K
$3.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13K- 8.18% |
$21.2K - $25.6K
|
12.6K
$605K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.21K- 1.43% |
$22.8K - $27.5K
|
83.6K
$4M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 6.75% |
$23.4K - $28.3K
|
17.2K
$822K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.28K- 11.28% |
$24K - $29K
|
10K
$480K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.31K- 5.14% |
$24.7K - $29.8K
|
24.2K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.32K- 81.35% |
$24.8K - $30K
|
302
$14.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.35K- 5.33% |
$25.3K - $30.6K
|
23.9K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.42K- 6.21% |
$26.7K - $32.3K
|
21.4K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.47K- 2.55% |
$27.6K - $33.4K
|
56.2K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.74K- 8.82% |
$51.6K - $62.4K
|
28.4K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.96K- 18.91% |
$55.7K - $67.3K
|
12.7K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.06K- 12.84% |
$57.6K - $69.7K
|
20.8K
$995K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.16K- 13.12% |
$59.4K - $71.8K
|
20.9K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.35K- 12.25% |
$63.1K - $76.3K
|
24K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-3.4K- 1.53% |
$64K - $77.4K
|
219K
$10.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.56K- 61.05% |
$67K - $81.1K
|
2.27K
$109K
|