Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Clearshares (OCIO)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OCIO) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS CLEARSHARES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.59KNew |
$222K - $231K
|
6.59K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.15KNew |
$207K - $216K
|
6.15K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.07K+ 3.29% |
$35.9K - $37.4K
|
33.4K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
839+ 2.75% |
$28.2K - $29.4K
|
31.4K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
100+ 2500.0% |
$3.37K - $3.51K
|
104
$3.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.7 - $35.1
|
1
$34.9
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-475- 1.18% |
$16K - $16.7K
|
39.9K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.46K- 4.42% |
$49.1K - $51.2K
|
31.5K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.78K- 0.97% |
$59.8K - $62.3K
|
181K
$6.33M
|