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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$226K - $256K
|
11.5K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.76K- 51.57% |
$54.4K - $61.5K
|
2.59K
$48K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42New |
$817 - $918
|
42
$777
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27.4K+ 213.22% |
$529K - $645K
|
40.2K
$745K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
44.3K+ 164.79% |
$855K - $1.04M
|
71.2K
$1.32M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600New |
$12.6K - $15.2K
|
600
$11.1K
|
|
|
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
$4.63K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.21KNew |
$201K - $215K
|
8.21K
$152K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
30.5KNew |
$749K - $804K
|
30.5K
$565K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.29KNew |
$105K - $113K
|
4.29K
$79.5K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-495Closed |
$12.2K - $12.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
954New |
$19.4K - $22.6K
|
954
$17.7K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-85.5KClosed |
$1.45M - $1.61M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-222Closed |
$3.78K - $4.19K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-399Closed |
$5.36K - $7.85K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-252Closed |
$3.39K - $4.96K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-834Closed |
$9.81K - $21.6K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
SELL
|
- |
-3.26KClosed |
$38.3K - $84.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.42KClosed |
$34.9K - $36.2K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Manchester Financial Inc
|
SELL
|
- |
-545Closed |
$13.4K - $14K
|
0
$0
|
|