Latest Institutional Transactions on Alpha Arch ETF Tr Merlyn Ai Bu (WIZ)
This table provides information on the latest institutional transactions involving Alpha Arch ETF Tr Merlyn Ai Bu (WIZ) 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 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-398- 3.66% |
N/A
|
10.5K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
14+ 17.07% |
N/A
|
96
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-732- 72.05% |
N/A
|
284
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.84K+ 142.07% |
N/A
|
3.13K
$0
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
57+ 0.94% |
N/A
|
6.11K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55- 0.15% |
N/A
|
36.6K
$0
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
522+ 6.75% |
N/A
|
8.26K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-318- 59.44% |
N/A
|
217
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 17.1% |
N/A
|
12.2K
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-634- 4.85% |
N/A
|
12.4K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.33K- 15.81% |
N/A
|
7.06K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
27.6K+ 16.02% |
N/A
|
200K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
138+ 1.73% |
N/A
|
8.1K
$0
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.36K- 2.73% |
N/A
|
84.1K
$0
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1K- 50.03% |
N/A
|
999
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-364Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-239KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.2KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.16KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-3.44K- 2.12% |
N/A
|
159K
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112+ 1.62% |
N/A
|
7.03K
$0
|
|
|
May 04, 2022
Q1 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-195KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.57K- 15.28% |
N/A
|
8.68K
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-6.53KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-554- 8.55% |
N/A
|
5.93K
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.96KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 19, 2020
Q3 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$0
|
|