Purchases and Sales Made in Q2 2024 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q2 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTION DISTILLATE US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.11M+ 2458.65% |
$56.1M - $59.4M
|
1.15M
$63.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
464KNew |
$23.5M - $24.9M
|
464K
$25.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
244K+ 128.98% |
$12.4M - $13.1M
|
432K
$23.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
227KNew |
$11.5M - $12.2M
|
227K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
103K+ 25.44% |
$5.23M - $5.54M
|
509K
$28M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
83.8K+ 9.16% |
$4.25M - $4.49M
|
998K
$55M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
76.5K+ 32.38% |
$3.88M - $4.1M
|
313K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.7K+ 12.7% |
$3.58M - $3.79M
|
627K
$34.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
54.1K+ 24.71% |
$2.74M - $2.9M
|
273K
$15M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
44.9K+ 7.81% |
$2.28M - $2.41M
|
619K
$34.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44KNew |
$2.23M - $2.36M
|
44K
$2.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.3K+ 3.93% |
$1.64M - $1.73M
|
854K
$47.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.5K+ 4.1% |
$1.49M - $1.58M
|
749K
$41.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.2K+ 2.71% |
$1.33M - $1.41M
|
993K
$54.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
25K+ 17.16% |
$1.27M - $1.34M
|
171K
$9.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
24.7K+ 0.46% |
$1.25M - $1.32M
|
5.37M
$296M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22.6KNew |
$1.14M - $1.21M
|
22.6K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22.2KNew |
$1.13M - $1.19M
|
22.2K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.8K+ 19.1% |
$1.01M - $1.06M
|
124K
$6.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.7K+ 1.56% |
$998K - $1.06M
|
1.28M
$70.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
14.5K+ 10.78% |
$737K - $779K
|
149K
$8.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
14.4KNew |
$730K - $772K
|
14.4K
$793K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.1K+ 23.86% |
$714K - $755K
|
73K
$4.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 5.73% |
$683K - $723K
|
249K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 1326.59% |
$668K - $707K
|
14.2K
$781K
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
11.6K+ 2.46% |
$586K - $620K
|
482K
$26.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11K+ 38.28% |
$558K - $591K
|
39.8K
$2.19M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.5KNew |
$532K - $563K
|
10.5K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.4KNew |
$528K - $559K
|
10.4K
$574K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 2.93% |
$525K - $555K
|
363K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.1K+ 0.6% |
$512K - $542K
|
1.68M
$92.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10.1K+ 110.63% |
$512K - $542K
|
19.2K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
9.66K+ 1.41% |
$490K - $518K
|
695K
$38.3M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.56K+ 13.36% |
$485K - $513K
|
81.1K
$4.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9.25K+ 8.99% |
$469K - $496K
|
112K
$6.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.13K+ 61.8% |
$463K - $490K
|
23.9K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.72KNew |
$442K - $468K
|
8.72K
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
8.01K+ 5.67% |
$406K - $430K
|
149K
$8.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7.82K+ 16.52% |
$397K - $420K
|
55.2K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.94K+ 1.62% |
$352K - $372K
|
435K
$23.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
6.61K+ 3.46% |
$335K - $354K
|
198K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.44K+ 17.86% |
$326K - $345K
|
42.5K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.38K+ 3.36% |
$324K - $342K
|
196K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.83KNew |
$296K - $313K
|
5.83K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.58K+ 3.82% |
$283K - $300K
|
152K
$8.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.44K+ 35.21% |
$276K - $292K
|
20.9K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5.22K+ 4.41% |
$265K - $280K
|
123K
$6.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.94K+ 15.76% |
$250K - $265K
|
36.3K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.38K+ 48.02% |
$222K - $235K
|
13.5K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.24KNew |
$215K - $227K
|
4.24K
$234K
|