Purchases and Sales Made in Q1 2023 in ETF Ser Solutions Lha Mkt St A (MSVX)
This table provides information about the institutional ownership of ETF Ser Solutions Lha Mkt St A (MSVX) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS LHA MKT ST A.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13KNew |
$306K - $323K
|
13K
$285K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.63K+ 22.57% |
$133K - $140K
|
30.6K
$673K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$102K - $107K
|
4.31K
$94.7K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.56KNew |
$60.5K - $63.8K
|
2.56K
$56.4K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.09K+ 2.09% |
$25.7K - $27.1K
|
53.1K
$1.17M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
653New |
$15.4K - $16.3K
|
653
$14.4K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
653New |
$15.4K - $16.3K
|
653
$14.4K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-272- 0.38% |
$6.42K - $6.77K
|
70.4K
$1.55M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-4.54K- 18.78% |
$107K - $113K
|
19.6K
$432K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.54K- 29.05% |
$131K - $138K
|
13.5K
$297K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.63K- 1.72% |
$180K - $190K
|
437K
$9.61M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.89K- 1.5% |
$233K - $246K
|
651K
$14.3M
|