Latest Institutional Transactions on Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Newfleet (NFLT) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17KNew |
$378K - $394K
|
17K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.79K+ 73.06% |
$195K - $203K
|
20.8K
$470K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-502- 4.8% |
$11.1K - $11.6K
|
9.96K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 13.92% |
$244 - $255
|
68
$1.54K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8- 0.39% |
$178 - $185
|
2.03K
$45.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.63% |
$22.2 - $23.1
|
39
$881
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47K+ 47.98% |
$1.04M - $1.09M
|
145K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.8K+ 7.7% |
$684K - $712K
|
431K
$9.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-39- 97.5% |
$866 - $902
|
1
$22.6
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
589New |
$13K - $13.3K
|
589
$13.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
450New |
$9.9K - $10.1K
|
450
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
271New |
$5.96K - $6.11K
|
271
$6.12K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.35KNew |
$29.7K - $30.4K
|
1.35K
$30.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
750New |
$16.5K - $16.9K
|
750
$16.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.4K+ 65.65% |
$537K - $550K
|
61.6K
$1.39M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.07K- 8.98% |
$22.5K - $24K
|
10.8K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.1 - $22.6
|
1
$22.6
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17New |
$359 - $383
|
17
$384
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
489+ 1.26% |
$10.3K - $11K
|
39.4K
$890K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.3KNew |
$308K - $318K
|
14.3K
$324K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11K- 31.94% |
$241K - $246K
|
23.5K
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 9.38% |
$32.1K - $32.9K
|
17.2K
$388K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31- 6.78% |
$679 - $703
|
426
$9.62K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170New |
$3.72K - $3.85K
|
170
$3.84K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
128K+ 292.26% |
$2.79M - $2.89M
|
171K
$3.87M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62.1KNew |
$1.32M - $1.38M
|
62.1K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
637KNew |
$13.5M - $14.2M
|
637K
$14.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
775New |
$16.4K - $17.2K
|
775
$17.5K
|
|
| Q3 2022 | |||||||
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-105Closed |
$2.25K - $2.39K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.8KNew |
$253K - $269K
|
11.8K
$267K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-397KClosed |
$8.75M - $9.49M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-40.4KClosed |
$957K - $1.01M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-8- 10.53% |
$190 - $201
|
68
$1.54K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-13.9KClosed |
$330K - $349K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-665Closed |
$16.6K - $16.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
400New |
$9.98K - $10.1K
|
400
$9.04K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72Closed |
$1.83K - $1.84K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8Closed |
$201 - $204
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-136Closed |
$3.4K - $3.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-52.3KClosed |
$1.29M - $1.34M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-437Closed |
$10.8K - $11.2K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
62New |
$1.49K - $1.55K
|
62
$1.4K
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-458Closed |
$11K - $11.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-329Closed |
$7.11K - $8.01K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-389Closed |
$8.41K - $9.47K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-100KClosed |
$2.12M - $2.51M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.03KClosed |
$191K - $227K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400Closed |
$9.76K - $9.85K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-94Closed |
$2.29K - $2.31K
|
0
$0
|
|