Purchases and Sales Made in Q4 2023 in ETF Ser Sol Nationwide Nasdaq (NUSI)
This table provides information about the institutional ownership of ETF Ser Sol Nationwide Nasdaq (NUSI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
143K+ 332.22% |
$2.78M - $3.21M
|
186K
$4.81M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
125KNew |
$2.43M - $2.81M
|
125K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
54.7KNew |
$1.06M - $1.23M
|
54.7K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
26.3KNew |
$512K - $591K
|
26.3K
$681K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1KNew |
$313K - $362K
|
16.1K
$417K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.1KNew |
$275K - $318K
|
14.1K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.1K+ 62.67% |
$274K - $316K
|
36.5K
$945K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$255K - $294K
|
13.1K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5KNew |
$204K - $235K
|
10.5K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 4.33% |
$198K - $229K
|
245K
$6.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.86KNew |
$192K - $222K
|
9.86K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.19KNew |
$179K - $206K
|
9.19K
$238K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.68K+ 36.07% |
$149K - $173K
|
29K
$750K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.22K+ 41.61% |
$82K - $94.7K
|
14.3K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.89KNew |
$56.3K - $65K
|
2.89K
$74.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.79K+ 12.02% |
$54.2K - $62.6K
|
26K
$672K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.46K+ 24.14% |
$47.9K - $55.3K
|
12.7K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 0.83% |
$32.7K - $37.8K
|
204K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.4K+ 10.52% |
$27.2K - $31.5K
|
14.7K
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.06KNew |
$20.6K - $23.8K
|
1.06K
$27.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
345+ 1.91% |
$6.71K - $7.75K
|
18.5K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
253+ 2.08% |
$4.92K - $5.68K
|
12.4K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
98New |
$1.91K - $2.2K
|
98
$2.54K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64+ 1.42% |
$1.24K - $1.44K
|
4.57K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$953 - $1.1K
|
49
$1.27K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.98% |
$661 - $764
|
1.75K
$45.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 2.08% |
$136 - $157
|
344
$8.91K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 2.08% |
$136 - $157
|
344
$8.91K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 2.13% |
$97.3 - $112
|
240
$6.21K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 2.27% |
$19.5 - $22.5
|
45
$1.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-82- 0.42% |
$1.59K - $1.84K
|
19.5K
$506K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-101- 0.27% |
$1.96K - $2.27K
|
37.9K
$980K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-179- 0.21% |
$3.48K - $4.02K
|
83.5K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-242- 1.72% |
$4.71K - $5.44K
|
13.9K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-427- 49.88% |
$8.31K - $9.59K
|
429
$11.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-469- 0.35% |
$9.12K - $10.5K
|
132K
$3.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-526- 10.63% |
$10.2K - $11.8K
|
4.42K
$114K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-628- 7.42% |
$12.2K - $14.1K
|
7.83K
$203K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.01K- 3.78% |
$19.6K - $22.6K
|
25.6K
$663K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.18K- 2.32% |
$23K - $26.5K
|
49.7K
$1.29M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-1.19K- 2.8% |
$23.1K - $26.6K
|
41.2K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.42K- 7.71% |
$27.6K - $31.9K
|
17K
$440K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.58K- 6.18% |
$30.7K - $35.5K
|
24K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.91K- 2.96% |
$37.1K - $42.9K
|
62.4K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2K- 99.95% |
$38.9K - $44.9K
|
1
$25.9
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.86K- 17.25% |
$55.6K - $64.2K
|
13.7K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3K- 23.78% |
$58.3K - $67.3K
|
9.6K
$249K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.56K- 31.51% |
$88.6K - $102K
|
9.9K
$256K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.83K- 11.78% |
$94K - $109K
|
36.2K
$937K
|