Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DEFINE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
216+ 13.41% |
$5.84K - $6.1K
|
1.83K
$51.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124New |
$3.36K - $3.5K
|
124
$3.48K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
80+ 0.58% |
$2.16K - $2.26K
|
13.8K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
46+ 0.04% |
$1.24K - $1.3K
|
108K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8+ 0.68% |
$216 - $226
|
1.18K
$33.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5+ 0.4% |
$135 - $141
|
1.25K
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$27.1 - $28.3
|
1
$28.1
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-20- 0.15% |
$541 - $565
|
12.9K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-92- 41.63% |
$2.49K - $2.6K
|
129
$3.62K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-277Closed |
$7.5K - $7.83K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.18K- 7.49% |
$31.9K - $33.3K
|
14.6K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.25K- 11.1% |
$33.7K - $35.2K
|
9.97K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-4.82K- 12.49% |
$130K - $136K
|
33.8K
$948K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.67K- 25.57% |
$180K - $188K
|
19.4K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.19K- 51.83% |
$222K - $231K
|
7.61K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.36K- 6.07% |
$226K - $236K
|
129K
$3.63M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.45K- 90.72% |
$229K - $239K
|
865
$24.3K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.7K- 32.96% |
$587K - $613K
|
44.1K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-73.8K- 5.28% |
$2M - $2.08M
|
1.32M
$37.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-80K- 81.7% |
$2.16M - $2.26M
|
17.9K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-84.2K- 4.51% |
$2.28M - $2.38M
|
1.78M
$50.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-522K- 33.19% |
$14.1M - $14.8M
|
1.05M
$29.5M
|