Latest Institutional Purchases of ETF Ser Solutions Defiance Nex (FIVG)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Defiance Nex (FIVG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
214New |
$6.39K - $7.25K
|
214
$8.69K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$2.99K - $3.39K
|
100
$4.06K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 0.56% |
$209 - $237
|
1.25K
$50.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$149 - $169
|
6.59K
$268K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.17KNew |
$185K - $211K
|
6.17K
$251K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.5KNew |
$135K - $154K
|
4.5K
$183K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.83KNew |
$54.7K - $62.5K
|
1.83K
$74.2K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
688+ 18.16% |
$20.6K - $23.6K
|
4.48K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
400New |
$12K - $13.7K
|
400
$16.2K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
387+ 2976.92% |
$11.6K - $13.2K
|
400
$16.2K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
369New |
$11.1K - $12.6K
|
369
$15K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
100New |
$3K - $3.42K
|
100
$4.06K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37New |
$1.11K - $1.27K
|
37
$1.5K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.06% |
$599 - $685
|
33.4K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13New |
$389 - $445
|
13
$528
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.08% |
$30 - $34.2
|
1.29K
$52.5K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
37KNew |
$1.02M - $1.2M
|
37K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$283K - $333K
|
10.3K
$417K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.29KNew |
$229K - $269K
|
8.29K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5.55KNew |
$153K - $180K
|
5.55K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$27.6K - $32.4K
|
1K
$40.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
988+ 277.53% |
$27.2K - $32K
|
1.34K
$54.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
211New |
$5.82K - $6.84K
|
211
$8.57K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
130New |
$3.59K - $4.22K
|
130
$5.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
15+ 100.0% |
$414 - $486
|
30
$1.22K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
4+ 2.55% |
$110 - $130
|
161
$6.54K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
10.7KNew |
$305K - $385K
|
10.7K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.43KNew |
$269K - $340K
|
9.43K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.01KNew |
$57.2K - $72.3K
|
2.01K
$81.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
191New |
$5.45K - $6.89K
|
191
$7.76K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
100New |
$2.85K - $3.6K
|
100
$4.06K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
2New |
$57 - $72.1
|
2
$81.2
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.5% |
$28.5 - $36.1
|
202
$8.2K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.5KNew |
$46.1K - $57K
|
1.5K
$60.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1KNew |
$30.8K - $38K
|
1K
$40.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
510New |
$15.7K - $19.4K
|
510
$20.7K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$15.4K - $19K
|
500
$20.3K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
410New |
$12.6K - $15.6K
|
410
$16.7K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
375New |
$11.5K - $14.3K
|
375
$15.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
10New |
$308 - $380
|
10
$406
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.98% |
$30.8 - $38
|
103
$4.18K
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2.57KNew |
$89.8K - $108K
|
2.57K
$105K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.57KNew |
$89.8K - $108K
|
2.57K
$105K
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
750New |
$26.9K - $31.8K
|
750
$30.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
325New |
$11.7K - $13.8K
|
325
$13.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
300New |
$10.8K - $12.7K
|
300
$12.2K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 33.33% |
$35.9 - $42.4
|
4
$162
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.88KNew |
$105K - $112K
|
2.88K
$117K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.52KNew |
$91.7K - $98K
|
2.52K
$102K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
401New |
$14.6K - $15.6K
|
401
$16.3K
|
|