Latest Institutional Transactions on ETF Ser Solutions Us Vegan Cli (VEGN)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Us Vegan Cli (VEGN) 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 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.99K+ 44.52% |
$273K - $309K
|
19.4K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13K- 26.61% |
$594K - $673K
|
35.9K
$1.96M
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-184- 1.28% |
$8.38K - $9.5K
|
14.2K
$775K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
601+ 14.7% |
$27.4K - $31K
|
4.69K
$256K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-56- 98.25% |
$2.55K - $2.89K
|
1
$54.7
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-783- 9.79% |
$35.7K - $40.4K
|
7.21K
$394K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
400+ 7.87% |
$18.2K - $20.7K
|
5.48K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.7% |
$182 - $207
|
575
$31.4K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.08K+ 8.5% |
$186K - $211K
|
52.1K
$2.85M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-91- 4.73% |
$4.15K - $4.7K
|
1.83K
$100K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
244New |
$11.1K - $12.6K
|
244
$13.3K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
380+ 5.64% |
$17.3K - $19.6K
|
7.11K
$389K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.75K+ 22.62% |
$171K - $194K
|
20.3K
$1.11M
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$64.9K - $72.8K
|
1.5K
$82K
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125K- 99.99% |
$5.41M - $6.07M
|
13
$711
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 50.0% |
$4.33K - $4.85K
|
300
$16.4K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.76KNew |
$200K - $223K
|
4.76K
$260K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
199New |
$8.33K - $9.33K
|
199
$10.9K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 45.25% |
$4.19K - $4.69K
|
121
$6.61K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.28KNew |
$179K - $201K
|
4.28K
$234K
|
|
Q4 2023 | |||||||
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155New |
$5.59K - $6.71K
|
155
$8.47K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.53KNew |
$91.3K - $110K
|
2.53K
$138K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6- 2.2% |
$216 - $260
|
267
$14.6K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.06KNew |
$183K - $219K
|
5.06K
$277K
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.74KNew |
$243K - $292K
|
6.74K
$368K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.4% |
$72.1 - $86.6
|
504
$27.5K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
234New |
$8.44K - $10.1K
|
234
$12.8K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
444New |
$16.7K - $18K
|
444
$24.3K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
714New |
$26.9K - $28.9K
|
714
$39K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22- 17.6% |
$687 - $786
|
103
$5.63K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.61KNew |
$175K - $200K
|
5.61K
$307K
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-275- 31.61% |
$8.59K - $9.83K
|
595
$32.5K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
273New |
$8K - $9.31K
|
273
$14.9K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$510 - $630
|
17
$929
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-431Closed |
$13.3K - $17.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-100- 3.14% |
$3.09K - $4.04K
|
3.09K
$169K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-40Closed |
$1.24K - $1.62K
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45Closed |
$1.62K - $1.96K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-687Closed |
$24.8K - $30K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
SELL
|
- |
-10Closed |
$392 - $443
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26Closed |
$1.02K - $1.15K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-300Closed |
$11.7K - $12.5K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
15New |
$583 - $626
|
15
$820
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Axel Capital Management, LLC
|
SELL
|
- |
-10KClosed |
$363K - $397K
|
0
$0
|
|
Q1 2021 | |||||||
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
805New |
$27.5K - $29.6K
|
805
$44K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50Closed |
$1.71K - $1.84K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-72Closed |
$2.46K - $2.64K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1KNew |
$29.5K - $34.5K
|
1K
$54.7K
|
|
Q3 2020 | |||||||
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-8.76KClosed |
$242K - $284K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12KClosed |
$254K - $340K
|
0
$0
|