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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
178+ 0.61% |
$9.74K - $10.5K
|
29.5K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
151+ 0.3% |
$8.27K - $8.89K
|
50.2K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
128+ 0.66% |
$7.01K - $7.54K
|
19.7K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 23.35% |
$4.27K - $4.59K
|
412
$23K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 0.34% |
$4.16K - $4.47K
|
22.5K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72New |
$3.94K - $4.24K
|
72
$4.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
71New |
$3.89K - $4.18K
|
71
$3.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56+ 0.66% |
$3.07K - $3.3K
|
8.56K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
42+ 0.43% |
$2.3K - $2.47K
|
9.85K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
36+ 0.43% |
$1.97K - $2.12K
|
8.49K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
15+ 0.26% |
$821 - $883
|
5.87K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$602 - $648
|
8.22K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 0.28% |
$438 - $471
|
2.88K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 0.11% |
$383 - $412
|
6.5K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 0.05% |
$54.7 - $58.9
|
2.01K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-90- 0.27% |
$4.93K - $5.3K
|
33.6K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-134- 6.43% |
$7.34K - $7.89K
|
1.95K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-166- 0.59% |
$9.09K - $9.77K
|
28.2K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 0.45% |
$11.1K - $11.9K
|
45.1K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-206- 0.65% |
$11.3K - $12.1K
|
31.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-213- 0.09% |
$11.7K - $12.5K
|
249K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-218- 0.59% |
$11.9K - $12.8K
|
37K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-222- 1.47% |
$12.2K - $13.1K
|
14.9K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-254- 3.87% |
$13.9K - $15K
|
6.31K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-477- 94.27% |
$26.1K - $28.1K
|
29
$1.62K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-544- 0.67% |
$29.8K - $32K
|
80.2K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-727- 8.66% |
$39.8K - $42.8K
|
7.67K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-887- 47.01% |
$48.6K - $52.2K
|
1K
$55.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-941- 6.01% |
$51.5K - $55.4K
|
14.7K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-993- 4.2% |
$54.4K - $58.5K
|
22.7K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-1.6K- 9.06% |
$87.6K - $94.3K
|
16.1K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.6K- 9.06% |
$87.6K - $94.3K
|
16.1K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.78K- 1.05% |
$97.4K - $105K
|
168K
$9.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 0.73% |
$106K - $114K
|
262K
$14.6M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.93K- 0.4% |
$106K - $114K
|
478K
$26.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.11K- 1.03% |
$115K - $124K
|
202K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.24K- 2.18% |
$123K - $132K
|
100K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.31K- 16.64% |
$126K - $136K
|
11.6K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.49K- 42.1% |
$137K - $147K
|
3.43K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.25K- 2.55% |
$178K - $191K
|
124K
$6.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.35K- 41.45% |
$183K - $197K
|
4.73K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.65K- 7.02% |
$200K - $215K
|
48.4K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.27K- 3.45% |
$234K - $251K
|
120K
$6.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.61K- 21.96% |
$252K - $271K
|
16.4K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.93K- 1.2% |
$270K - $290K
|
407K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.85K- 0.96% |
$320K - $344K
|
604K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.92K- 12.94% |
$433K - $466K
|
53.3K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.88K- 6.18% |
$486K - $523K
|
135K
$7.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-9.45K- 46.61% |
$517K - $556K
|
10.8K
$605K
|