Purchases and Sales Made in Q3 2025 in Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK) during Q3 2025. The information is specifically focused on institutions that hold shares of CAPITOL SER TR FAIRLEAD TACTIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
293KNew |
$8.26M - $8.8M
|
293K
$8.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220KNew |
$6.2M - $6.6M
|
220K
$6.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
84.6KNew |
$2.38M - $2.54M
|
84.6K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
17.2K+ 6.18% |
$483K - $515K
|
295K
$8.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9KNew |
$418K - $446K
|
14.9K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.16KNew |
$258K - $275K
|
9.16K
$271K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
7.96KNew |
$224K - $239K
|
7.96K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.26K+ 0.28% |
$205K - $218K
|
2.63M
$77.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.72K+ 21.82% |
$161K - $172K
|
32K
$946K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.18K+ 0.59% |
$118K - $125K
|
717K
$21.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.17KNew |
$89.2K - $95.1K
|
3.17K
$93.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.11K+ 5.36% |
$87.6K - $93.3K
|
61.2K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.85KNew |
$52.1K - $55.5K
|
1.85K
$54.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.09K+ 2.14% |
$30.8K - $32.8K
|
52.1K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
917+ 12.91% |
$25.8K - $27.5K
|
8.02K
$237K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
344+ 2.12% |
$9.69K - $10.3K
|
16.6K
$492K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
201New |
$5.66K - $6.03K
|
201
$5.95K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
28+ 0.33% |
$789 - $840
|
8.62K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
$704 - $750
|
25
$740
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4- 0.01% |
$113 - $120
|
32K
$948K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-110- 0.58% |
$3.1K - $3.3K
|
18.9K
$560K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-134- 0.99% |
$3.77K - $4.02K
|
13.4K
$398K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201- 7.07% |
$5.66K - $6.03K
|
2.64K
$78.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-276- 2.48% |
$7.77K - $8.28K
|
10.8K
$321K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-790- 84.04% |
$22.3K - $23.7K
|
150
$4.44K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 2.08% |
$53.8K - $57.3K
|
89.9K
$2.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.17K- 19.74% |
$61.1K - $65.1K
|
8.81K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.86K- 14.51% |
$80.6K - $85.8K
|
16.9K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.79K- 1.43% |
$135K - $144K
|
331K
$9.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.45K- 0.27% |
$153K - $163K
|
1.98M
$58.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.12K- 5.87% |
$257K - $274K
|
146K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.3K- 12.61% |
$320K - $340K
|
78.6K
$2.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-236K- 72.57% |
$6.65M - $7.08M
|
89.2K
$2.64M
|
|