Purchases and Sales Made in Q4 2024 in Shp ETF Tr Neos S&P 500 High I (SPYI)
This table provides information about the institutional ownership of Shp ETF Tr Neos S&P 500 High I (SPYI) during Q4 2024. The information is specifically focused on institutions that hold shares of SHP ETF TR NEOS S&P 500 HIGH I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
771+ 13.11% |
N/A
|
6.65K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
743+ 7.7% |
N/A
|
10.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
730+ 5.25% |
N/A
|
14.6K
$0
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
669+ 13.76% |
N/A
|
5.53K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
655+ 8.74% |
N/A
|
8.15K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
650New |
N/A
|
650
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
588+ 5.13% |
N/A
|
12K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
406+ 7.46% |
N/A
|
5.85K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
260+ 27.84% |
N/A
|
1.19K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
249New |
N/A
|
249
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
244+ 1.74% |
N/A
|
14.3K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
238+ 0.68% |
N/A
|
35.2K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
238New |
N/A
|
238
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
202New |
N/A
|
202
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200+ 8.27% |
N/A
|
2.62K
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85New |
N/A
|
85
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 2.71% |
N/A
|
3.04K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
60+ 461.54% |
N/A
|
73
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60+ 1.21% |
N/A
|
5.01K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54+ 450.0% |
N/A
|
66
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30+ 1.47% |
N/A
|
2.07K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20+ 1.0% |
N/A
|
2.01K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 2.17% |
N/A
|
423
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 3.73% |
N/A
|
250
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 1.14% |
N/A
|
356
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 3.13% |
N/A
|
132
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2New |
N/A
|
2
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 2.63% |
N/A
|
74
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-26- 0.26% |
N/A
|
9.87K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-100- 0.37% |
N/A
|
26.8K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-132- 1.93% |
N/A
|
6.69K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-180- 1.39% |
N/A
|
12.8K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-220- 25.29% |
N/A
|
650
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-300- 99.34% |
N/A
|
2
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-463- 2.74% |
N/A
|
16.5K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-550- 1.93% |
N/A
|
28K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-568- 4.05% |
N/A
|
13.4K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-600- 11.42% |
N/A
|
4.65K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-700- 38.89% |
N/A
|
1.1K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-922- 7.95% |
N/A
|
10.7K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1K- 8.55% |
N/A
|
10.7K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.04K- 13.27% |
N/A
|
6.82K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 7.98% |
N/A
|
12.8K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-1.99K- 11.69% |
N/A
|
15K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6.52K- 10.63% |
N/A
|
54.8K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.53K- 9.52% |
N/A
|
81K
$0
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.79M- 98.03% |
N/A
|
157K
$0
|