Strategas Macro Thematic Opportunities ETF (SAMT) Institutional Ownership $35.68 +0.35 (+0.99%) As of 03:06 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Strategas Macro Thematic Opportunities ETF (NYSEARCA:SAMT)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$25.97MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$499.48K Get SAMT Insider Trade Alerts Want to know when executives and insiders are buying or selling Strategas Macro Thematic Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SAMT Institutional Buying and Selling by Quarter Strategas Macro Thematic Opportunities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/16/2025 Beaumont Financial Advisors LLC1,320,122$45.45M3.3%+121.4%24.768% 4/24/2025Jaffetilchin Investment Partners LLC18,250$533K0.0%-6.5%0.448% 2/17/2025Baird Financial Group Inc.347,870$10.14M0.0%+6.8%13.277% 2/13/2025Jaffetilchin Investment Partners LLC19,528$569K0.0%-4.7%0.745% 1/21/2025 Archford Capital Strategies LLC191,853$5.59M0.8%+5.6%7.323% 1/17/2025 Beaumont Financial Advisors LLC390,202$11.37M0.9%-2.9%14.893% 11/14/2024Captrust Financial Advisors27,720$769K0.0%-10.9%1.058% 11/4/2024Jaffetilchin Investment Partners LLC20,497$569K0.0%+11.1%0.782% 10/9/2024 Beaumont Financial Advisors LLC401,849$11.15M0.9%+0.4%15.338% 7/17/2024 Archford Capital Strategies LLC173,611$4.54M0.7%+3.0%6.626% 5/11/2024 Beaumont Financial Advisors LLC410,712$10.43M0.9%-2.5%15.797% 4/24/2024 Archford Capital Strategies LLC168,482$4.28M0.7%+3.1%6.480% 1/12/2024 Archford Capital Strategies LLC163,479$3.77M0.7%+1.9%5.736% 10/27/2023 Archford Capital Strategies LLC160,399$3.60M0.7%-1.0%5.628% 8/11/2023Baird Financial Group Inc.322,048$7.52M0.0%+0.7%11.300% 8/8/2023Mcmillion Capital Management Inc.63,600$1.48M1.3%-3.0%2.232% 8/2/2023 Archford Capital Strategies LLC161,973$3.82M0.7%+6.2%5.683% 4/24/2023Mcmillion Capital Management Inc.65,600$1.47M1.4%-4.9%2.031% 1/26/2023 Archford Capital Strategies LLC143,417$3.31M0.8%N/A4.121% 11/3/2022Mcmillion Capital Management Inc.69,400$1.50M1.4%-3.2%2.290% 4/28/2022 Parallel Advisors LLC945$25K0.0%N/A0.118% (Data available from 1/1/2016 forward) SAMT Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SAMT shares? During the previous two years, the following institutional investors and hedge funds held shares of Strategas Macro Thematic Opportunities ETF shares: Beaumont Financial Advisors LLC ($45.45M), Baird Financial Group Inc. ($10.14M), Archford Capital Strategies LLC ($5.59M), Mcmillion Capital Management Inc. ($1.48M), and Captrust Financial Advisors ($769K), Jaffetilchin Investment Partners LLC ($533K).Learn more on Strategas Macro Thematic Opportunities ETF's institutional investors. Which institutional investors have been buying Strategas Macro Thematic Opportunities ETF's stock? The following institutional investors have purchased Strategas Macro Thematic Opportunities ETF's stock in the last 24 months: Beaumont Financial Advisors LLC ($725.70K), Archford Capital Strategies LLC ($32.91K), Baird Financial Group Inc. ($24.27K), and Jaffetilchin Investment Partners LLC ($2.05K). How much institutional buying is happening at Strategas Macro Thematic Opportunities ETF? Institutional investors have bought a total of 760,073 shares in the last 24 months. This purchase volume represents approximately $25.97M in transactions. Which of Strategas Macro Thematic Opportunities ETF's major shareholders have been selling company stock? The following institutional investors have sold Strategas Macro Thematic Opportunities ETF stock in the last 24 months: Beaumont Financial Advisors LLC ($11.65K), Captrust Financial Advisors ($3.41K), and Jaffetilchin Investment Partners LLC ($2.25K). How much institutional selling is happening at Strategas Macro Thematic Opportunities ETF? Institutional investors have sold a total of 17,301 shares in the last 24 months. This volume of shares sold represents approximately $499.48K in transactions. 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