Purchases and Sales Made in Q1 2023 in Tidal ETF Tr Sofi 500 ETF (SFY)
This table provides information about the institutional ownership of Tidal ETF Tr Sofi 500 ETF (SFY) during Q1 2023. The information is specifically focused on institutions that hold shares of TIDAL ETF TR SOFI 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
1.23M+ 5.21% |
$16.2M - $18.1M
|
24.9M
$2.8B
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.4KNew |
$307K - $342K
|
23.4K
$2.63M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 39.7% |
$250K - $278K
|
66.8K
$7.52M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16K+ 169.95% |
$210K - $234K
|
25.4K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
14.6KNew |
$192K - $214K
|
14.6K
$1.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.1KNew |
$133K - $148K
|
10.1K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
822+ 0.53% |
$10.8K - $12K
|
156K
$17.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
822+ 0.53% |
$10.8K - $12K
|
157K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
344+ 112.79% |
$4.53K - $5.04K
|
649
$73K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
307New |
$4.04K - $4.5K
|
307
$34.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
184New |
$2.42K - $2.7K
|
184
$20.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15New |
$197 - $220
|
15
$1.69K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$13.2 - $14.7
|
1
$113
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$13.2 - $14.7
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56Closed |
$737 - $820
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-360- 13.56% |
$4.74K - $5.27K
|
2.3K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 20.9% |
$6.58K - $7.33K
|
1.89K
$213K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.27K- 73.31% |
$56.1K - $62.5K
|
1.55K
$175K
|