Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Clearshares (OPER)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OPER) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
135K+ 1675.44% |
$13.5M - $13.6M
|
143K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
104KNew |
$10.4M - $10.5M
|
104K
$10.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
44.3K+ 7104.01% |
$4.43M - $4.45M
|
44.9K
$4.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.54KNew |
$754K - $758K
|
7.54K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.18K+ 24.67% |
$718K - $722K
|
36.3K
$3.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.31KNew |
$531K - $533K
|
5.31K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.08K+ 252.01% |
$508K - $510K
|
7.09K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.37KNew |
$337K - $339K
|
3.37K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.2KNew |
$220K - $221K
|
2.2K
$221K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.66K+ 12.67% |
$166K - $166K
|
14.7K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.24K+ 3.35% |
$124K - $125K
|
38.4K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
806+ 245.73% |
$80.6K - $81K
|
1.13K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
487New |
$48.7K - $49K
|
487
$48.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
47New |
$4.7K - $4.72K
|
47
$4.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12+ 3.26% |
$1.2K - $1.21K
|
380
$38.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$100 - $101
|
2
$200
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-139- 1.99% |
$13.9K - $14K
|
6.85K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-247- 3.61% |
$24.7K - $24.8K
|
6.59K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-393- 6.97% |
$39.3K - $39.5K
|
5.24K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.09K- 6.5% |
$109K - $109K
|
15.6K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.1K- 4.1% |
$1.61M - $1.62M
|
376K
$37.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.7K- 10.98% |
$2.37M - $2.38M
|
192K
$19.2M
|