Latest Institutional Transactions on Shp ETF Tr Neos Enhanced Incom (CSHI)
This table provides information on the latest institutional transactions involving Shp ETF Tr Neos Enhanced Incom (CSHI) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-211- 4.42% |
N/A
|
4.57K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.1KNew |
N/A
|
8.1K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.1K+ 42.03% |
N/A
|
207K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 1.31% |
N/A
|
310
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-910- 10.26% |
N/A
|
7.96K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 11.06% |
N/A
|
201
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
900New |
N/A
|
900
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68- 1.5% |
N/A
|
4.46K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
252New |
N/A
|
252
$0
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.3KNew |
N/A
|
14.3K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
13.6K+ 25.16% |
N/A
|
67.8K
$0
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2K+ 30.32% |
N/A
|
8.6K
$0
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
45.5KNew |
N/A
|
45.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
250+ 4.36% |
N/A
|
5.98K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3K+ 66.5% |
N/A
|
7.51K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
405+ 8100.0% |
N/A
|
410
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
614New |
N/A
|
614
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
356+ 2738.46% |
N/A
|
369
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
12.3K+ 3.68% |
N/A
|
347K
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
316New |
N/A
|
316
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.53KNew |
N/A
|
8.53K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|