Purchases and Sales Made in Q3 2023 in Amplify ETF Tr Trnsformational (BLOK)
This table provides information about the institutional ownership of Amplify ETF Tr Trnsformational (BLOK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19+ 118.75% |
$370 - $518
|
35
$1.68K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$370 - $518
|
19
$909
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12New |
$234 - $327
|
12
$574
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8- 2.61% |
$156 - $218
|
299
$14.3K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17- 0.52% |
$331 - $464
|
3.24K
$155K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 1.82% |
$681 - $955
|
1.88K
$90.1K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-37- 0.23% |
$720 - $1.01K
|
15.9K
$760K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-45- 12.47% |
$876 - $1.23K
|
316
$15.1K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 50.0% |
$974 - $1.36K
|
50
$2.39K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-67- 5.56% |
$1.3K - $1.83K
|
1.14K
$54.4K
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 0.41% |
$1.95K - $2.73K
|
24.3K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-107- 0.48% |
$2.08K - $2.92K
|
22K
$1.05M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-150- 1.43% |
$2.92K - $4.09K
|
10.3K
$495K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-162- 1.47% |
$3.15K - $4.42K
|
10.9K
$521K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-235- 70.15% |
$4.58K - $6.41K
|
100
$4.79K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-280- 84.85% |
$5.45K - $7.64K
|
50
$2.39K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-404- 7.99% |
$7.87K - $11K
|
4.66K
$223K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-410- 10.62% |
$7.98K - $11.2K
|
3.45K
$165K
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-473- 1.33% |
$9.21K - $12.9K
|
35.1K
$1.68M
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-500- 94.34% |
$9.74K - $13.6K
|
30
$1.44K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-590- 1.39% |
$11.5K - $16.1K
|
41.9K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-648- 1.15% |
$12.6K - $17.7K
|
55.6K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-652- 2.49% |
$12.7K - $17.8K
|
25.5K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-788- 6.21% |
$15.3K - $21.5K
|
11.9K
$570K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-827- 3.95% |
$16.1K - $22.6K
|
20.1K
$961K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-842- 3.93% |
$16.4K - $23K
|
20.6K
$985K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-900- 41.71% |
$17.5K - $24.6K
|
1.26K
$60.2K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 8.35% |
$23.7K - $33.2K
|
13.4K
$640K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 0.25% |
$25.8K - $36.2K
|
524K
$25.1M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.63K- 6.13% |
$31.8K - $44.5K
|
25K
$1.2M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.05K- 8.47% |
$39.9K - $55.9K
|
22.1K
$1.06M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 8.94% |
$41.8K - $58.5K
|
21.9K
$1.05M
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.21K- 3.38% |
$43.1K - $60.4K
|
63.2K
$3.03M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 3.79% |
$43.7K - $61.2K
|
57K
$2.73M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.71K- 9.55% |
$52.8K - $73.9K
|
25.7K
$1.23M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.84K- 2.0% |
$55.2K - $77.4K
|
139K
$6.66M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.12K- 6.94% |
$80.2K - $112K
|
55.2K
$2.64M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.86K- 14.14% |
$94.6K - $132K
|
29.5K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.5K- 9.05% |
$146K - $205K
|
75.4K
$3.61M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.71K- 7.93% |
$150K - $210K
|
89.6K
$4.29M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.26K- 28.63% |
$161K - $225K
|
20.6K
$985K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.9K- 19.1% |
$232K - $325K
|
50.4K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.2K- 32.45% |
$510K - $715K
|
54.6K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.3K- 68.35% |
$551K - $772K
|
13.1K
$627K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.4K- 9.23% |
$572K - $801K
|
289K
$13.8M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-74K- 12.49% |
$1.44M - $2.02M
|
519K
$24.8M
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-135K- 61.48% |
$2.62M - $3.67M
|
84.4K
$4.04M
|