Latest Institutional Transactions on Etfis Ser Tr I Virtus Private (VPC)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Private (VPC) 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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.7KNew |
$231K - $246K
|
10.7K
$233K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.15K+ 4.91% |
$24.9K - $26.6K
|
24.6K
$538K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.27K+ 502.46% |
$70.9K - $75.6K
|
3.92K
$85.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
7.11K+ 7.48% |
$154K - $164K
|
102K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
294+ 1.74% |
$6.38K - $6.8K
|
17.2K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25New |
$543 - $579
|
25
$548
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.1KNew |
$1.13M - $1.2M
|
52.1K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$109K - $116K
|
5K
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-853- 2.65% |
$18.5K - $19.7K
|
31.3K
$686K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
185+ 9250.0% |
$4.05K - $4.31K
|
187
$4.1K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4KNew |
$380K - $404K
|
17.4K
$381K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 53.39% |
$234K - $249K
|
30.7K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
646New |
$14.1K - $15K
|
646
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
802+ 9.82% |
$17.5K - $18.7K
|
8.97K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-81- 0.25% |
$1.77K - $1.89K
|
32.4K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.4KNew |
$731K - $778K
|
33.4K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
513New |
$11.2K - $11.9K
|
513
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
31.2K+ 77.18% |
$682K - $726K
|
71.6K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.9K- 25.69% |
$1.16M - $1.23M
|
153K
$3.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
913New |
$20K - $21.3K
|
913
$20K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.76K+ 5.08% |
$60.3K - $64.2K
|
57K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.1KNew |
$331K - $352K
|
15.1K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.93KNew |
$195K - $208K
|
8.93K
$196K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 25.0% |
$437 - $466
|
100
$2.19K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-296- 31.36% |
$6.47K - $6.89K
|
648
$14.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.2K- 59.18% |
$399K - $412K
|
12.6K
$275K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.95KClosed |
$39.2K - $44.1K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
11.7KNew |
$244K - $261K
|
11.7K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
425KNew |
$8.84M - $9.46M
|
425K
$9.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17KNew |
$354K - $378K
|
17K
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
40.6KNew |
$844K - $903K
|
40.6K
$889K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.9KNew |
$497K - $532K
|
23.9K
$524K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.43K+ 382.95% |
$168K - $180K
|
10.6K
$233K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$226K - $256K
|
11.5K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.76K- 51.57% |
$54.4K - $61.5K
|
2.59K
$56.8K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42New |
$817 - $918
|
42
$920
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.4K+ 213.22% |
$529K - $645K
|
40.2K
$882K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
44.3K+ 164.79% |
$855K - $1.04M
|
71.2K
$1.56M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600New |
$12.6K - $15.2K
|
600
$13.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.16KClosed |
$171K - $207K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71KClosed |
$35.8K - $43.4K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-250- 50.0% |
$5.24K - $6.34K
|
250
$5.48K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.21KNew |
$201K - $215K
|
8.21K
$180K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-777Closed |
$19.1K - $20.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
30.5KNew |
$749K - $804K
|
30.5K
$669K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.29KNew |
$105K - $113K
|
4.29K
$94.1K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-495Closed |
$12.2K - $12.7K
|
0
$0
|
|