Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Hoya Cap Hsg (HOMZ)
This table provides information about the institutional ownership of ETF Ser Solutions Hoya Cap Hsg (HOMZ) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS HOYA CAP HSG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
74.6KNew |
$3.36M - $3.86M
|
74.6K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.51KNew |
$248K - $285K
|
5.51K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.02KNew |
$46K - $52.8K
|
1.02K
$45.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
735+ 18.5% |
$33.1K - $38K
|
4.71K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
130+ 1.61% |
$5.85K - $6.72K
|
8.18K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
67New |
$3.01K - $3.46K
|
67
$2.97K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53+ 16.01% |
$2.38K - $2.74K
|
384
$17K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
33+ 0.6% |
$1.48K - $1.71K
|
5.52K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 7.23% |
$270 - $310
|
89
$3.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$45 - $51.7
|
2
$88.6
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$45 - $51.7
|
1
$44.3
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Hoya Capital Real Estate, LLC
|
SELL
|
- |
-60- 0.13% |
$2.7K - $3.1K
|
46.7K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-647- 10.09% |
$29.1K - $33.4K
|
5.76K
$255K
|