Latest Institutional Purchases of Etfis Ser Tr I Virtus Newfleet (NFLT)
This list provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Newfleet (NFLT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.09M+ 70.58% |
$24.4M - $25.1M
|
2.63M
$59.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
698KNew |
$15.7M - $16.1M
|
698K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
390K+ 57.76% |
$8.74M - $9M
|
1.06M
$24.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
170K+ 66.9% |
$3.81M - $3.92M
|
424K
$9.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
51.4K+ 287.21% |
$1.15M - $1.19M
|
69.2K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40.7K+ 28.92% |
$912K - $939K
|
181K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
37.8K+ 202.71% |
$847K - $872K
|
56.4K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
34.1K+ 42.52% |
$764K - $787K
|
114K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
32.2K+ 5.03% |
$723K - $745K
|
673K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.2K+ 23.84% |
$678K - $698K
|
157K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.7K+ 35.55% |
$621K - $639K
|
106K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
24.2KNew |
$543K - $559K
|
24.2K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.3KNew |
$523K - $538K
|
23.3K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.2KNew |
$476K - $490K
|
21.2K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.4K+ 81.24% |
$391K - $402K
|
38.9K
$878K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.5K+ 15.88% |
$371K - $382K
|
121K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
16KNew |
$360K - $370K
|
16K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2KNew |
$297K - $305K
|
13.2K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 27.48% |
$248K - $255K
|
51.2K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.29K+ 70.14% |
$208K - $215K
|
22.5K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.25KNew |
$207K - $213K
|
9.25K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.15K+ 13.69% |
$183K - $188K
|
67.7K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.83K+ 20.54% |
$153K - $158K
|
40.1K
$905K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.66K+ 9.99% |
$149K - $154K
|
73.3K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.19K+ 119.82% |
$116K - $120K
|
9.51K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.04KNew |
$113K - $116K
|
5.04K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.1K+ 3.15% |
$91.9K - $94.6K
|
134K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.79K+ 8.14% |
$85K - $87.5K
|
50.3K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.48K+ 1.5% |
$33.2K - $34.2K
|
100K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$11.2K - $11.5K
|
500
$11.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
441New |
$9.89K - $10.2K
|
441
$9.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
415New |
$9.31K - $9.58K
|
415
$9.37K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
320+ 2.39% |
$7.18K - $7.39K
|
13.7K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
288New |
$6.46K - $6.65K
|
288
$6.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
249+ 1.23% |
$5.59K - $5.75K
|
20.5K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150New |
$3.36K - $3.46K
|
150
$3.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
52New |
$1.17K - $1.2K
|
52
$1.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.28% |
$22.4 - $23.1
|
360
$8.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 10.79% |
$682K - $710K
|
315K
$7.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.6K+ 136.29% |
$413K - $430K
|
32.2K
$728K
|
|
|
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
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.8K+ 20.75% |
$151K - $157K
|
39.6K
$894K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.63% |
$22.2 - $23.1
|
39
$881
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.4K+ 65.65% |
$537K - $550K
|
61.6K
$1.39M
|
|
|
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
|
|