Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Mcelhenny Sh (MSMR)
This table provides information about the institutional ownership of ETF Ser Solutions Mcelhenny Sh (MSMR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
42K+ 2.08% |
$1.24M - $1.32M
|
2.06M
$64.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
41.7KNew |
$1.23M - $1.31M
|
41.7K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36.4K+ 414.18% |
$1.07M - $1.15M
|
45.2K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.3KNew |
$511K - $546K
|
17.3K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.8KNew |
$465K - $497K
|
15.8K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$413K - $441K
|
14K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$351K - $375K
|
11.9K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
717+ 3.0% |
$21.1K - $22.6K
|
24.6K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$29.5 - $31.5
|
0
$0
|