Latest Institutional Purchases of Impact Shs Fds I Tr Naacp Mino (NACP)
This list provides information on the latest institutional transactions involving Impact Shs Fds I Tr Naacp Mino (NACP) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
147K+ 4035.62% |
$5.45M - $6.07M
|
150K
$6.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
174+ 3.85% |
$6.47K - $7.2K
|
4.69K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54+ 0.84% |
$2.01K - $2.23K
|
6.47K
$265K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.3KNew |
$702K - $769K
|
19.3K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.39K+ 31.42% |
$123K - $135K
|
14.2K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.52K+ 2.59% |
$91.4K - $100K
|
99.9K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.92KNew |
$69.5K - $76.1K
|
1.92K
$78.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.48K+ 6.69% |
$53.7K - $58.8K
|
23.6K
$968K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30.1K+ 153.65% |
$1.01M - $1.15M
|
49.7K
$2.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
25+ 41.67% |
$837 - $959
|
85
$3.49K
|
|
| Q4 2023 | |||||||
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.66% |
$58.8 - $68.1
|
306
$12.6K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$152K - $164K
|
4.95K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.66KNew |
$51K - $54.7K
|
1.66K
$68K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$57.1 - $63.5
|
689
$28.3K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
499New |
$13.2K - $14.6K
|
499
$20.5K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$264 - $292
|
10
$410
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.32% |
$26.4 - $29.2
|
311
$12.8K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6New |
$156 - $188
|
6
$246
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
300+ 3.28% |
$9.22K - $10.8K
|
9.45K
$388K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
65New |
$2K - $2.34K
|
65
$2.67K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$74.8K - $80.2K
|
2.32K
$95.2K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75New |
$2.3K - $2.46K
|
75
$3.08K
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$14.3K - $15.2K
|
500
$20.5K
|
|