Purchases and Sales Made in Q1 2023 in Virtus ETF Tr Ii Seix Sr Ln Et (SEIX)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Seix Sr Ln Et (SEIX) during Q1 2023. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II SEIX SR LN ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
69KNew |
$1.6M - $1.65M
|
69K
$1.65M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50.8K+ 211679.17% |
$1.18M - $1.22M
|
50.8K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.2KNew |
$283K - $292K
|
12.2K
$291K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.2KNew |
$283K - $292K
|
12.2K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$265K - $273K
|
11.4K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.4KNew |
$242K - $250K
|
10.4K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.94KNew |
$208K - $214K
|
8.94K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.93K+ 4.08% |
$68K - $70.1K
|
74.8K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.23K+ 141.34% |
$51.8K - $53.4K
|
3.81K
$90.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.99KNew |
$46.2K - $47.6K
|
1.99K
$47.5K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
930+ 6.19% |
$21.6K - $22.3K
|
16K
$381K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
423+ 1.04% |
$9.83K - $10.1K
|
41.2K
$985K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
82New |
$1.9K - $1.96K
|
82
$1.96K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33New |
$767 - $790
|
33
$788
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25+ 0.14% |
$581 - $599
|
18.2K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.5KClosed |
$58K - $59.8K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.77K- 16.15% |
$87.6K - $90.3K
|
19.6K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.26K- 28.2% |
$98.9K - $102K
|
10.8K
$259K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-9.22K- 18.69% |
$214K - $221K
|
40.1K
$958K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.7K- 19.67% |
$341K - $352K
|
60K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.4K- 35.91% |
$405K - $417K
|
31.1K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-50.5K- 99.95% |
$1.17M - $1.21M
|
24
$573
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-176K- 58.29% |
$4.09M - $4.22M
|
126K
$3.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-271K- 63.36% |
$6.29M - $6.48M
|
156K
$3.74M
|