Latest Institutional Transactions on Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information on the latest institutional transactions involving Capitol Ser Tr Fairlead Tactic (TACK) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
211+ 0.43% |
$5.77K - $6.14K
|
49.2K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
313+ 2.53% |
$8.56K - $9.1K
|
12.7K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7New |
$191 - $204
|
7
$197
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-964- 10.56% |
$26.4K - $28K
|
8.16K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.02KNew |
$247K - $262K
|
9.02K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.48KNew |
$232K - $247K
|
8.48K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-94- 24.87% |
$2.57K - $2.73K
|
284
$8.01K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 9.09% |
$35.5K - $37.8K
|
13K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
19+ 0.08% |
$520 - $553
|
24.4K
$689K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-913- 2.94% |
$25K - $26.6K
|
30.2K
$851K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-40.7K- 2.97% |
$1.04M - $1.14M
|
1.33M
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.5K+ 262.55% |
$1.09M - $1.2M
|
58.8K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.84K+ 50.68% |
$175K - $192K
|
20.3K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.08K- 1.65% |
$233K - $255K
|
541K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
327+ 78.61% |
$8.37K - $9.2K
|
743
$21K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.62KNew |
$195K - $214K
|
7.62K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83K+ 58.28% |
$47K - $51.6K
|
4.98K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-95K- 20.96% |
$2.43M - $2.67M
|
358K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
803+ 1.56% |
$20.6K - $22.6K
|
52.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
13.5KNew |
$344K - $378K
|
13.5K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
702+ 1.16% |
$18K - $19.7K
|
61.1K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.82K- 20.45% |
$123K - $136K
|
18.8K
$529K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
235New |
$6.02K - $6.61K
|
235
$6.63K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$6.38M - $7.01M
|
249K
$7.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.8K+ 13.05% |
$1.4M - $1.54M
|
474K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
30.5K+ 1.24% |
$780K - $857K
|
2.49M
$70.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40+ 0.51% |
$1.02K - $1.13K
|
7.81K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.28K - $1.41K
|
50
$1.41K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 3.76% |
$270K - $296K
|
291K
$8.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.75KNew |
$243K - $256K
|
9.75K
$275K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1KNew |
$246K - $267K
|
10.1K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$48.7 - $52.9
|
2
$56.4
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$246K - $267K
|
10.1K
$285K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.3K- 62.58% |
$372K - $404K
|
9.15K
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$365 - $397
|
15
$423
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
46New |
$1.02K - $1.15K
|
46
$1.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-16.1K- 99.34% |
$358K - $401K
|
106
$2.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.66K- 97.2% |
$193K - $216K
|
249
$7.02K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.5KNew |
$189K - $212K
|
8.5K
$240K
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
16.3KNew |
$362K - $405K
|
16.3K
$458K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38New |
$846 - $947
|
38
$1.07K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1K- 8.51% |
$22.6K - $24.2K
|
10.8K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.26K- 1.64% |
$28.3K - $30.4K
|
75.4K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.2K- 28.13% |
$94.8K - $102K
|
10.7K
$303K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 12.7% |
$9.03K - $9.7K
|
3.55K
$100K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-983- 6.41% |
$23.2K - $24.4K
|
14.4K
$405K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
9.09K+ 26.14% |
$214K - $226K
|
43.9K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.22K- 23.63% |
$76K - $80K
|
10.4K
$294K
|
|