Latest Institutional Transactions on Ft Exch Trd Fd Viii Cboe Vest (BUFG)
This table provides information on the latest institutional transactions involving Ft Exch Trd Fd Viii Cboe Vest (BUFG) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.59K+ 4.48% |
$50.7K - $53.6K
|
60.3K
$1.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.6K+ 1.26% |
$70.6K - $74.6K
|
290K
$7.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$196 - $207
|
10
$250
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
27.7KNew |
$522K - $560K
|
27.7K
$693K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
51.6KNew |
$970K - $1.04M
|
51.6K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
860New |
$16.2K - $17.4K
|
860
$21.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$17.8 - $19.1
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-147- 47.27% |
$2.62K - $2.81K
|
164
$4.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2- -0.0% |
$35.6 - $38.2
|
43.2K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
249New |
$4.44K - $4.75K
|
249
$6.23K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.2K+ 206.97% |
$37K - $41.1K
|
3.26K
$81.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
37.3KNew |
$627K - $698K
|
37.3K
$932K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
15.9K+ 50.98% |
$267K - $298K
|
47.1K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.36K+ 13.24% |
$39.7K - $44.2K
|
20.2K
$505K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.21K- 2.16% |
$20.3K - $23.1K
|
54.7K
$1.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.95K- 5.2% |
$32.9K - $37.3K
|
35.6K
$889K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
285New |
$4.81K - $5.46K
|
285
$7.13K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-19.1K- 33.74% |
$323K - $366K
|
37.6K
$939K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.9KNew |
$222K - $257K
|
12.9K
$323K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-396- 44.2% |
$6.82K - $7.9K
|
500
$12.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30New |
$516 - $599
|
30
$750
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-44.5KClosed |
$765K - $887K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-315Closed |
$5.42K - $6.29K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.2K+ 8.89% |
$22.5K - $24.5K
|
14.7K
$368K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.45KNew |
$102K - $111K
|
5.45K
$136K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-49.9KClosed |
$935K - $1.02M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.59K+ 14.76% |
$110K - $114K
|
43.4K
$1.09M
|
|