Purchases and Sales Made in Q4 2023 in Tidal ETF Tr Adasina Social Ju (JSTC)
This table provides information about the institutional ownership of Tidal ETF Tr Adasina Social Ju (JSTC) during Q4 2023. The information is specifically focused on institutions that hold shares of TIDAL ETF TR ADASINA SOCIAL JU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
367KNew |
$5.35M - $6.26M
|
367K
$6.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$1.53M - $1.79M
|
105K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
78.3K+ 567.77% |
$1.14M - $1.34M
|
92.1K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.2KNew |
$675K - $790K
|
46.2K
$867K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23.5K+ 77.26% |
$343K - $401K
|
53.8K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.4K+ 12.34% |
$298K - $349K
|
186K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.68K+ 37.76% |
$68.4K - $80K
|
17.1K
$320K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 31.25% |
$73 - $85.4
|
21
$394
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$14.6 - $17.1
|
1.34K
$25.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-584- 7.15% |
$8.53K - $9.97K
|
7.58K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.24K- 4.82% |
$61.9K - $72.4K
|
83.8K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-6.28K- 51.01% |
$91.7K - $107K
|
6.03K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 16.15% |
$274K - $321K
|
97.5K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.6K- 18.0% |
$287K - $335K
|
89.4K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-140K- 6.95% |
$2.05M - $2.4M
|
1.88M
$35.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-674K- 97.53% |
$9.84M - $11.5M
|
17.1K
$320K
|