Latest Institutional Transactions on ETF Managers Tr Ai Powered Equ (AIEQ)
This table provides information on the latest institutional transactions involving ETF Managers Tr Ai Powered Equ (AIEQ) 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.44K- 49.97% |
N/A
|
1.44K
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.19KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64New |
N/A
|
64
$0
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-102Closed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.9KClosed |
N/A
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
N/A
|
60
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-880Closed |
N/A
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-25.3KClosed |
N/A
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
130New |
N/A
|
130
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-30.2KClosed |
N/A
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 0.76% |
N/A
|
1.19K
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
146New |
N/A
|
146
$0
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
684New |
N/A
|
684
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.13KClosed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-88Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4KNew |
N/A
|
4K
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
N/A
|
40
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.35KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 54.05% |
N/A
|
170
$0
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-907Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-217Closed |
N/A
|
0
$0
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-30.9KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-7.68KClosed |
N/A
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Oct 25, 2019
Q3 2019
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
Jan 29, 2020
Q2 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-202KClosed |
N/A
|
0
$0
|
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.8KClosed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-899Closed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.14KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-183Closed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-276Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Birinyi Associates Inc
|
SELL
|
- |
-6.9KClosed |
N/A
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Gemmer Asset Management LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|