9 East 40 Street, 16th Floor,
New York, New York 10016
United States
(646) 727–4825
www.parksuttonadvisors.com
info@parksuttonadvisors.com
| ID | Date | Client | Buy/Sell | Target | Sector | Value |
|---|---|---|---|---|---|---|
| 217175 | 2024-11-07 | M&R Capital Management | Sell | M&R Capital Management | Financial Services | - |
| 207404 | 2024-03-05 | MDK | Sell | MDK | Financial Services | - |
| 204579 | 2023-12-19 | Weinheimer Wealth Management | Sell | Weinheimer Wealth Management | Financial Services | - |
| 203898 | 2023-12-05 | Paragon Wealth Strategies | Sell | Paragon Wealth Strategies | Financial Services | - |
| 199000 | 2023-07-05 | Day & Ennis | Sell | Day & Ennis | Business Services | - |
| 195372 | 2023-03-23 | Heron Wealth | Sell | Heron Wealth | Financial Services | - |
| 192428 | 2023-01-03 | Stonnington Group | Sell | Stonnington Group | Business Services | - |
| 188989 | 2022-10-05 | TAAG | Sell | TAAG | Business Services | - |
| 186303 | 2022-08-01 | Johnson Brunetti | Sell | Johnson Brunetti | Insurance | - |
| 180869 | 2022-04-06 | TMG | Sell | TMG | Business Services | - |
| 176841 | 2022-01-04 | Berno Financial Management | Sell | Berno Financial Management | Financial Services | - |
| 173577 | 2021-10-20 | Lake Point Advisory Group | Sell | Lake Point Advisory Group | Financial Services | - |
| 167299 | 2021-06-03 | Fiduciary Plan Advisors | Sell | Fiduciary Plan Advisors | Business Services | - |
| 166376 | 2021-05-13 | FinTrust | Sell | FinTrust | Business Services | - |
| 166313 | 2021-05-12 | Peapack-Gladstone Financial Corp. | Buy | Princeton PSG | Financial Services | - |
| 163125 | 2021-03-02 | North American Management | Sell | North American Management | Financial Services | - |
| 156345 | 2020-09-21 | Bowling Portfolio Management LLC | Sell | Bowling Portfolio Management LLC | Financial Services | - |
| 139719 | 2019-12-03 | Hogan Financial Management LLC | Sell | Hogan Financial Management LLC | Financial Services | - |
| 123427 | 2018-06-29 | Peapack-Gladstone Financial Corp. | Buy | Lassus Wherley & Associates PC | Business Services | - |
| 92450 | 2009-01-08 | Farmers National Bank | Buy | Butler Wick Trust Corp. | Financial Services | - |
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