Purchases and Sales Made in Q1 2024 in ETF Ser Sol Nationwide Nasdaq (NUSI)
This table provides information about the institutional ownership of ETF Ser Sol Nationwide Nasdaq (NUSI) during Q1 2024. 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 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
128K+ 68.87% |
$2.81M - $3.02M
|
314K
$8.14M
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
101KNew |
$2.21M - $2.38M
|
101K
$2.61M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.7KNew |
$498K - $536K
|
22.7K
$589K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 11.26% |
$471K - $507K
|
212K
$5.5M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
21.4KNew |
$469K - $505K
|
21.4K
$555K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.3K+ 19.56% |
$358K - $386K
|
99.9K
$2.59M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$240K - $258K
|
10.9K
$284K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7KNew |
$234K - $252K
|
10.7K
$277K
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.01KNew |
$198K - $213K
|
9.01K
$234K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.97KNew |
$197K - $212K
|
8.97K
$233K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.19K+ 4.01% |
$180K - $193K
|
212K
$5.5M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.28K+ 29.16% |
$116K - $125K
|
23.4K
$607K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 26.91% |
$77.2K - $83.1K
|
16.6K
$431K
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
2.9K+ 7.04% |
$63.6K - $68.5K
|
44.1K
$1.14M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$56.1K - $60.4K
|
2.56K
$66.4K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.49K+ 9.61% |
$54.7K - $58.9K
|
28.4K
$738K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.32K+ 24.71% |
$50.9K - $54.8K
|
11.7K
$304K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 12.16% |
$26.3K - $28.3K
|
11.1K
$287K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
457+ 1.26% |
$10K - $10.8K
|
36.6K
$950K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
361+ 7.9% |
$7.92K - $8.52K
|
4.93K
$128K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
311+ 1.83% |
$6.82K - $7.34K
|
17.3K
$448K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
155New |
$3.4K - $3.66K
|
155
$4.02K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
140+ 1.38% |
$3.07K - $3.31K
|
10.3K
$266K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
70+ 0.76% |
$1.54K - $1.65K
|
9.26K
$240K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.94% |
$746 - $803
|
1.79K
$46.4K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
28New |
$614 - $661
|
28
$726
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 0.05% |
$154 - $165
|
14.1K
$367K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 1.74% |
$132 - $142
|
350
$9.08K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-94- 0.69% |
$2.06K - $2.22K
|
13.6K
$353K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-246- 57.34% |
$5.39K - $5.81K
|
183
$4.75K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-290- 3.09% |
$6.36K - $6.85K
|
9.1K
$236K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-368- 1.44% |
$8.07K - $8.69K
|
25.3K
$655K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-538- 4.25% |
$11.8K - $12.7K
|
12.1K
$315K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-557- 12.6% |
$12.2K - $13.2K
|
3.86K
$100K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-655- 3.55% |
$14.4K - $15.5K
|
17.8K
$462K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-714- 5.74% |
$15.7K - $16.9K
|
11.7K
$304K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-791- 1.45% |
$17.3K - $18.7K
|
53.9K
$1.4M
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-936- 0.71% |
$20.5K - $22.1K
|
131K
$3.4M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.04K- 2.1% |
$22.9K - $24.6K
|
48.7K
$1.26M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 8.33% |
$25.3K - $27.3K
|
12.7K
$330K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.88K- 6.5% |
$41.3K - $44.4K
|
27.1K
$703K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.06K- 71.24% |
$45.2K - $48.7K
|
832
$21.6K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.65K- 1.57% |
$58K - $62.5K
|
166K
$4.31M
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.79K- 14.29% |
$61.2K - $65.9K
|
16.7K
$434K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.52K- 12.29% |
$77.2K - $83.1K
|
25.1K
$652K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.7K- 20.01% |
$81K - $87.2K
|
14.8K
$383K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.08K- 28.41% |
$89.4K - $96.2K
|
10.3K
$266K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.08K- 28.41% |
$89.4K - $96.2K
|
10.3K
$266K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.28K- 2.91% |
$116K - $125K
|
176K
$4.56M
|