Purchases and Sales Made in Q1 2023 in ETF Ser Sol Nationwide Nasdaq (NUSI)
This table provides information about the institutional ownership of ETF Ser Sol Nationwide Nasdaq (NUSI) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF SER SOL NATIONWIDE NASDAQ-.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
80.5KNew |
$1.47M - $1.6M
|
80.5K
$2.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
32.7KNew |
$599K - $651K
|
32.7K
$848K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.3K+ 18.28% |
$536K - $583K
|
190K
$4.92M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.5KNew |
$504K - $547K
|
27.5K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.6K+ 16.04% |
$487K - $529K
|
192K
$4.99M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.5KNew |
$485K - $527K
|
26.5K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.2K+ 18.11% |
$369K - $401K
|
132K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$310K - $336K
|
16.9K
$439K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.8KNew |
$270K - $294K
|
14.8K
$383K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 51.39% |
$259K - $281K
|
41.6K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
10.4KNew |
$190K - $207K
|
10.4K
$269K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.11KNew |
$93.6K - $102K
|
5.11K
$133K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.95KNew |
$90.6K - $98.4K
|
4.95K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.96K+ 4445.45% |
$35.8K - $38.9K
|
2K
$51.9K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.93K+ 6.07% |
$35.4K - $38.4K
|
33.8K
$876K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$30.3K - $32.9K
|
1.65K
$42.9K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.12K+ 0.84% |
$20.5K - $22.3K
|
135K
$3.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$18.3K - $19.9K
|
1K
$25.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
993+ 4.5% |
$18.2K - $19.8K
|
23.1K
$598K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
571+ 0.98% |
$10.5K - $11.4K
|
58.8K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
405New |
$7.42K - $8.06K
|
405
$10.5K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
323+ 1.89% |
$5.91K - $6.42K
|
17.4K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
166+ 0.52% |
$3.04K - $3.3K
|
32K
$829K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
65+ 0.25% |
$1.19K - $1.29K
|
26K
$673K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30New |
$549 - $597
|
30
$778
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 0.8% |
$549 - $597
|
3.78K
$97.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 1.96% |
$348 - $378
|
986
$25.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.36% |
$110 - $119
|
1.67K
$43.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$91.6 - $99.5
|
54.9K
$1.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.8% |
$73.2 - $79.6
|
226
$5.86K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-162- 16.02% |
$2.97K - $3.22K
|
849
$22K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-244- 1.61% |
$4.47K - $4.85K
|
14.9K
$387K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-436- 9.42% |
$7.98K - $8.67K
|
4.19K
$109K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-474- 91.68% |
$8.68K - $9.43K
|
43
$1.12K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-571- 1.26% |
$10.5K - $11.4K
|
44.7K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-749- 4.79% |
$13.7K - $14.9K
|
14.9K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-770- 16.49% |
$14.1K - $15.3K
|
3.9K
$101K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-972- 8.76% |
$17.8K - $19.3K
|
10.1K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.1K- 7.33% |
$20.1K - $21.8K
|
13.9K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.19K- 70.47% |
$21.8K - $23.7K
|
500
$13K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.55K- 10.31% |
$28.4K - $30.9K
|
13.5K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.97K- 6.93% |
$36K - $39.1K
|
26.4K
$686K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.24K- 6.24% |
$40.9K - $44.5K
|
33.6K
$871K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.38K- 9.95% |
$43.6K - $47.3K
|
21.5K
$558K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.6K- 9.86% |
$47.6K - $51.7K
|
23.8K
$617K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.83K- 18.54% |
$70.1K - $76.2K
|
16.8K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.58K- 26.02% |
$83.8K - $91K
|
13K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.88K- 31.0% |
$89.3K - $97K
|
10.9K
$282K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.17K- 30.59% |
$113K - $123K
|
14K
$363K
|