Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Mcelhenny Sh (MSMR)
This table provides information about the institutional ownership of ETF Ser Solutions Mcelhenny Sh (MSMR) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS MCELHENNY SH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
648K+ 31.4% |
$19M - $20.2M
|
2.71M
$81.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
164K+ 392.06% |
$4.79M - $5.1M
|
205K
$6.19M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
54.6K+ 795.13% |
$1.6M - $1.7M
|
61.4K
$1.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$482K - $513K
|
16.5K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$376K - $400K
|
12.8K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.41K+ 67.22% |
$276K - $293K
|
23.4K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
860New |
$25.2K - $26.8K
|
860
$25.9K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
341+ 1.38% |
$9.99K - $10.6K
|
25K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
112+ 0.25% |
$3.28K - $3.49K
|
45.4K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4New |
$117 - $125
|
4
$121
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.3 - $31.2
|
1
$30.1
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-346- 2.19% |
$10.1K - $10.8K
|
15.4K
$465K
|