Purchases and Sales Made in Q4 2024 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.32MNew |
$72.2M - $77.7M
|
1.32M
$73.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
903KNew |
$49.4M - $53.2M
|
903K
$50.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
641K+ 4901.97% |
$35.1M - $37.7M
|
654K
$36.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
338KNew |
$18.5M - $19.9M
|
338K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 94.61% |
$7.09M - $7.62M
|
266K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
100KNew |
$5.49M - $5.91M
|
100K
$5.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
97.3KNew |
$5.33M - $5.73M
|
97.3K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
70.5KNew |
$3.86M - $4.15M
|
70.5K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
70.4KNew |
$3.86M - $4.15M
|
70.4K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
63K+ 4.68% |
$3.45M - $3.71M
|
1.41M
$78.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
58.6KNew |
$3.21M - $3.45M
|
58.6K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35KNew |
$1.91M - $2.06M
|
35K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
32.8K+ 10.82% |
$1.8M - $1.93M
|
336K
$18.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
22.6K+ 74.11% |
$1.24M - $1.33M
|
53.1K
$2.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
21.8KNew |
$1.2M - $1.29M
|
21.8K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
21.7K+ 3.77% |
$1.19M - $1.28M
|
596K
$33.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 10.8% |
$1.15M - $1.23M
|
215K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15.5K+ 31.23% |
$849K - $913K
|
65.2K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
12.8K+ 6.68% |
$699K - $752K
|
204K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3KNew |
$620K - $667K
|
11.3K
$633K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 1.49% |
$606K - $652K
|
752K
$42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.84K+ 40.06% |
$484K - $520K
|
30.9K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.69K+ 8689.0% |
$476K - $512K
|
8.79K
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.53K+ 0.85% |
$412K - $443K
|
890K
$49.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.48K+ 2.64% |
$409K - $440K
|
290K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.05KNew |
$386K - $415K
|
7.05K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
6.9K+ 9.48% |
$378K - $406K
|
79.7K
$4.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.86K+ 96.48% |
$376K - $404K
|
14K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6.79K+ 5.45% |
$372K - $400K
|
131K
$7.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.42K+ 1.44% |
$351K - $378K
|
452K
$25.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
5.87K+ 3.65% |
$321K - $346K
|
167K
$9.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.69K+ 37.78% |
$312K - $335K
|
20.8K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.82K+ 20.43% |
$264K - $284K
|
28.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.5KNew |
$246K - $265K
|
4.5K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.85K+ 6.66% |
$211K - $227K
|
61.7K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.63K+ 6.39% |
$144K - $155K
|
43.7K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.21K+ 1.44% |
$121K - $130K
|
156K
$8.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.14K+ 43.61% |
$117K - $126K
|
7.04K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.58K+ 0.73% |
$86.5K - $93.1K
|
217K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.55K+ 11.21% |
$84.7K - $91.1K
|
15.4K
$858K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.33K+ 8.41% |
$72.7K - $78.2K
|
17.1K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 8.99% |
$72.1K - $77.5K
|
16K
$893K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
664+ 5.75% |
$36.3K - $39.1K
|
12.2K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
639New |
$35K - $37.6K
|
639
$35.7K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
550+ 6.95% |
$30.1K - $32.4K
|
8.46K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
516+ 13.26% |
$28.2K - $30.4K
|
4.41K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
493+ 8.77% |
$27K - $29K
|
6.11K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
300+ 5.08% |
$16.4K - $17.7K
|
6.2K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
291+ 0.75% |
$15.9K - $17.1K
|
39.3K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
265+ 0.07% |
$14.5K - $15.6K
|
370K
$20.7M
|