Latest Institutional Transactions on Series Portfolios Tr Adaptiv S (ADPV)
This table provides information on the latest institutional transactions involving Series Portfolios Tr Adaptiv S (ADPV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
6.41KNew |
N/A
|
6.41K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.96K- 17.52% |
N/A
|
9.24K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.5KNew |
N/A
|
6.5K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.69KNew |
N/A
|
5.69K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
7.81KNew |
N/A
|
7.81K
$0
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 28.99% |
N/A
|
2.45K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.88KNew |
N/A
|
7.88K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.68K- 72.97% |
N/A
|
623
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
175KNew |
N/A
|
175K
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
15K+ 4.79% |
N/A
|
328K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
10.3K+ 26.17% |
N/A
|
49.7K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
73K+ 3.32% |
N/A
|
2.27M
$0
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.6K+ 9.22% |
N/A
|
221K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
734New |
N/A
|
734
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-72.4K- 74.69% |
N/A
|
24.5K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.11KNew |
N/A
|
8.11K
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.21KNew |
N/A
|
9.21K
$0
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.64KNew |
N/A
|
9.64K
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.5K+ 136.16% |
N/A
|
7.81K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.69K+ 39.34% |
N/A
|
23.7K
$0
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.47KNew |
N/A
|
6.47K
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$0
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-43K- 37.32% |
N/A
|
72.2K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.2KNew |
N/A
|
17.2K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.46KNew |
N/A
|
3.46K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21KNew |
N/A
|
21K
$0
|
|