Purchases and Sales Made in Q1 2023 in Tidal ETF Tr (UPAR)
This table provides information about the institutional ownership of Tidal ETF Tr (UPAR) during Q1 2023. The information is specifically focused on institutions that hold shares of TIDAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
74K+ 21.5% |
$992K - $1.1M
|
418K
$5.63M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
25KNew |
$335K - $371K
|
25K
$336K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2+ 0.11% |
$26.8 - $29.7
|
1.87K
$25.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5K- 27.78% |
$67K - $74.4K
|
13K
$175K
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.66M- 64.74% |
$22.2M - $24.6M
|
903K
$12.1M
|