Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
803KNew |
$18.9M - $19.3M
|
803K
$18.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
317K+ 455.8% |
$7.49M - $7.63M
|
387K
$9.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
101KNew |
$2.38M - $2.42M
|
101K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
85.2K+ 67.41% |
$2.01M - $2.05M
|
212K
$4.97M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.2K+ 669.83% |
$1.51M - $1.54M
|
73.8K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52.7K+ 113.18% |
$1.24M - $1.27M
|
99.3K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
37.4K+ 13.25% |
$881K - $898K
|
320K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7KNew |
$772K - $786K
|
32.7K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
29.3KNew |
$691K - $704K
|
29.3K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$634K - $646K
|
26.9K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.8K+ 62.2% |
$632K - $643K
|
69.9K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25.7K+ 9.09% |
$607K - $618K
|
309K
$7.26M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24KNew |
$565K - $576K
|
24K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.4K+ 65.01% |
$458K - $467K
|
49.3K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
16.7KNew |
$393K - $400K
|
16.7K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.2K+ 37.43% |
$358K - $365K
|
55.8K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
13.6KNew |
$321K - $327K
|
13.6K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
13K+ 9.22% |
$307K - $312K
|
154K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.3K+ 101.61% |
$244K - $248K
|
20.5K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.1KNew |
$238K - $242K
|
10.1K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.64K+ 1.3% |
$227K - $232K
|
750K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.2K+ 6.33% |
$217K - $221K
|
155K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.2KNew |
$217K - $221K
|
9.2K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.58K+ 33.18% |
$179K - $182K
|
30.4K
$715K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.98K+ 67.25% |
$165K - $168K
|
17.4K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.87K+ 2.5% |
$138K - $141K
|
240K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.66K+ 3.71% |
$133K - $136K
|
158K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.46K+ 12.43% |
$129K - $131K
|
49.4K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.74K+ 10.44% |
$112K - $114K
|
50.2K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.35K+ 2.94% |
$103K - $104K
|
152K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.3K+ 43.88% |
$101K - $103K
|
14.1K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3K+ 17.4% |
$70.8K - $72.2K
|
20.3K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 4.37% |
$62K - $63.1K
|
62.8K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.03K+ 13.33% |
$47.7K - $48.6K
|
17.2K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.87K+ 87.35% |
$44K - $44.8K
|
4K
$94K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.7K+ 15.76% |
$40.2K - $40.9K
|
12.5K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.61K+ 2.76% |
$38K - $38.7K
|
60K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.44K+ 2.55% |
$34K - $34.7K
|
58.1K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.37K+ 39.11% |
$32.2K - $32.8K
|
4.86K
$114K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.28K+ 4.61% |
$30.2K - $30.7K
|
29.1K
$683K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
883+ 2.69% |
$20.8K - $21.2K
|
33.8K
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
570New |
$13.4K - $13.7K
|
570
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
438+ 1.74% |
$10.3K - $10.5K
|
25.7K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
205+ 2.13% |
$4.83K - $4.92K
|
9.85K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
156+ 1.42% |
$3.68K - $3.75K
|
11.1K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
135+ 0.18% |
$3.18K - $3.24K
|
74.1K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
87New |
$2.05K - $2.09K
|
87
$2.05K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
23+ 153.33% |
$542 - $552
|
38
$893
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|