Purchases and Sales Made in Q3 2025 in Impact Shs Fds I Tr Naacp Mino (NACP)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Naacp Mino (NACP) during Q3 2025. The information is specifically focused on institutions that hold shares of IMPACT SHS FDS I TR NAACP MINO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.76KNew |
$205K - $227K
|
4.76K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
4.53KNew |
$195K - $216K
|
4.53K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.22KNew |
$95.4K - $106K
|
2.22K
$108K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.98KNew |
$85K - $94.2K
|
1.98K
$96.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21K+ 7.34% |
$51.9K - $57.5K
|
17.6K
$860K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
590New |
$25.4K - $28.1K
|
590
$28.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
357+ 6.3% |
$15.4K - $17K
|
6.02K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
233+ 0.2% |
$10K - $11.1K
|
119K
$5.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70+ 0.56% |
$3.01K - $3.34K
|
12.6K
$616K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
16+ 0.21% |
$688 - $763
|
7.63K
$372K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12New |
$516 - $572
|
12
$585
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10New |
$430 - $477
|
10
$488
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7New |
$301 - $334
|
7
$341
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.35% |
$129 - $143
|
863
$42.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-331- 3.42% |
$14.2K - $15.8K
|
9.34K
$455K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-528- 9.57% |
$22.7K - $25.2K
|
4.99K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.21K- 5.76% |
$52.1K - $57.7K
|
19.8K
$965K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.6K- 4.64% |
$68.7K - $76.1K
|
32.8K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.86K- 7.41% |
$80.1K - $88.7K
|
23.2K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.36K- 26.18% |
$102K - $113K
|
6.65K
$325K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.91K- 28.96% |
$211K - $234K
|
12K
$587K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.5K- 30.79% |
$280K - $310K
|
14.6K
$712K
|
|