Purchases and Sales Made in Q4 2022 in ETF Ser Sol Nationwide Nasdaq (NUSI)
This table provides information about the institutional ownership of ETF Ser Sol Nationwide Nasdaq (NUSI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.6KNew |
$763K - $822K
|
41.6K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
15.1KNew |
$276K - $298K
|
15.1K
$395K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.7K+ 36.87% |
$214K - $231K
|
43.4K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$201K - $217K
|
11K
$288K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.98K+ 6.64% |
$183K - $197K
|
160K
$4.21M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4.66K+ 58262.5% |
$85.4K - $92.1K
|
4.67K
$123K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.34K+ 4.06% |
$79.6K - $85.8K
|
111K
$2.92M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.56KNew |
$65.3K - $70.4K
|
3.56K
$93.5K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.23K+ 19.02% |
$59.1K - $63.7K
|
20.2K
$530K
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.95K+ 6.06% |
$54.1K - $58.3K
|
51.7K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.93K+ 1.47% |
$35.5K - $38.2K
|
134K
$3.52M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.73KNew |
$31.8K - $34.2K
|
1.73K
$45.5K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.67KNew |
$30.6K - $32.9K
|
1.67K
$43.8K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01KNew |
$18.5K - $20K
|
1.01K
$26.5K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 36.63% |
$18.4K - $19.8K
|
3.75K
$98.3K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
967New |
$17.7K - $19.1K
|
967
$25.4K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
940New |
$17.2K - $18.6K
|
940
$24.7K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
711+ 18.15% |
$13K - $14K
|
4.63K
$121K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
590+ 3.34% |
$10.8K - $11.7K
|
18.3K
$479K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
517New |
$9.48K - $10.2K
|
517
$13.6K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
318+ 1.89% |
$5.83K - $6.28K
|
17.1K
$449K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
182New |
$3.34K - $3.59K
|
182
$4.78K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.83K - $1.98K
|
100
$2.63K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
36New |
$660 - $711
|
36
$945
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$348 - $375
|
19
$499
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$91.6 - $98.8
|
54.9K
$1.44M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 1.87% |
$36.7 - $39.5
|
109
$2.86K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 2.33% |
$18.3 - $19.8
|
44
$1.16K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-148- 1.32% |
$2.71K - $2.92K
|
11.1K
$291K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-152- 1.01% |
$2.79K - $3K
|
15K
$393K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-646- 74.42% |
$11.8K - $12.8K
|
222
$5.83K
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-655- 1.11% |
$12K - $12.9K
|
58.5K
$1.53M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 4.79% |
$23.9K - $25.7K
|
25.9K
$680K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.45K- 2.43% |
$26.6K - $28.7K
|
58.2K
$1.53M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.59K- 4.77% |
$29.2K - $31.4K
|
31.8K
$835K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.56K- 20.29% |
$46.9K - $50.5K
|
10.1K
$264K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.7K- 10.9% |
$49.5K - $53.3K
|
22.1K
$579K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.17K- 17.29% |
$58.1K - $62.6K
|
15.2K
$398K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.19K- 13.37% |
$58.4K - $62.9K
|
20.7K
$542K
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.2K- 11.79% |
$58.6K - $63.1K
|
23.9K
$627K
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.29K- 19.59% |
$78.6K - $84.7K
|
17.6K
$462K
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.05K- 2.01% |
$92.5K - $99.7K
|
246K
$6.45M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.68K- 17.71% |
$104K - $112K
|
26.4K
$692K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.81K- 13.96% |
$107K - $115K
|
35.8K
$940K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.97K- 97.85% |
$109K - $118K
|
131
$3.44K
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.64K- 7.35% |
$122K - $131K
|
83.8K
$2.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.88K- 7.58% |
$126K - $136K
|
83.8K
$2.2M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.62K- 7.07% |
$140K - $151K
|
100K
$2.63M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.55K- 37.51% |
$157K - $169K
|
14.2K
$374K
|