Purchases and Sales Made in Q1 2023 in Amplify ETF Tr Trnsformational (BLOK)
This table provides information about the institutional ownership of Amplify ETF Tr Trnsformational (BLOK) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
222New |
$3.37K - $4.56K
|
222
$10.7K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 22.86% |
$3.04K - $4.1K
|
1.08K
$51.8K
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
195New |
$2.96K - $4K
|
195
$9.4K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
189New |
$2.87K - $3.88K
|
189
$9.11K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
148New |
$2.25K - $3.04K
|
148
$7.13K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
104+ 1.01% |
$1.58K - $2.13K
|
10.4K
$500K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100New |
$1.52K - $2.05K
|
100
$4.82K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 1.01% |
$760 - $1.03K
|
4.98K
$240K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
42+ 0.08% |
$638 - $862
|
51.4K
$2.48M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
41New |
$623 - $841
|
41
$1.98K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 9.33% |
$380 - $513
|
293
$14.1K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
11New |
$167 - $226
|
11
$530
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.83% |
$91.1 - $123
|
728
$35.1K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3New |
$45.6 - $61.6
|
3
$145
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5- 1.38% |
$76 - $103
|
357
$17.2K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-50- 0.17% |
$760 - $1.03K
|
29.2K
$1.4M
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-55- 0.68% |
$835 - $1.13K
|
8.03K
$387K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-98- 22.43% |
$1.49K - $2.01K
|
339
$16.3K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-112- 12.35% |
$1.7K - $2.3K
|
795
$38.3K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-116- 16.04% |
$1.76K - $2.38K
|
607
$29.3K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-149- 4.96% |
$2.26K - $3.06K
|
2.86K
$138K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 16.97% |
$2.28K - $3.08K
|
734
$35.4K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-177- 27.27% |
$2.69K - $3.63K
|
472
$22.7K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-183- 4.94% |
$2.78K - $3.76K
|
3.52K
$170K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-194- 34.28% |
$2.95K - $3.98K
|
372
$17.9K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-245- 93.87% |
$3.72K - $5.03K
|
16
$771
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-258- 3.85% |
$3.92K - $5.29K
|
6.44K
$311K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-280- 21.88% |
$4.25K - $5.75K
|
1K
$48.2K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-306Closed |
$4.65K - $6.28K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-352- 1.37% |
$5.35K - $7.22K
|
25.3K
$1.22M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-357- 14.76% |
$5.42K - $7.33K
|
2.06K
$99.4K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 77.64% |
$5.7K - $7.7K
|
108
$5.2K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-393- 13.09% |
$5.97K - $8.06K
|
2.61K
$126K
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-474- 4.02% |
$7.2K - $9.73K
|
11.3K
$545K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-532- 17.49% |
$8.08K - $10.9K
|
2.51K
$121K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-544- 4.01% |
$8.26K - $11.2K
|
13K
$627K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-587- 1.21% |
$8.92K - $12K
|
48K
$2.31M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-647- 33.45% |
$9.83K - $13.3K
|
1.29K
$62K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-742- 5.89% |
$11.3K - $15.2K
|
11.9K
$571K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-757Closed |
$11.5K - $15.5K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-787- 6.57% |
$12K - $16.1K
|
11.2K
$539K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-900- 10.13% |
$13.7K - $18.5K
|
7.99K
$385K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-946- 13.55% |
$14.4K - $19.4K
|
6.04K
$291K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1K- 27.78% |
$15.2K - $20.5K
|
2.6K
$125K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.08K- 42.17% |
$16.4K - $22.2K
|
1.48K
$71.4K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.57K- 9.13% |
$23.9K - $32.3K
|
15.7K
$754K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 43.45% |
$25.4K - $34.2K
|
2.17K
$105K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.28K- 36.93% |
$34.6K - $46.7K
|
3.89K
$187K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2.67K- 81.52% |
$40.5K - $54.7K
|
604
$29.1K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.76K- 14.14% |
$42K - $56.7K
|
16.8K
$809K
|