Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
163KNew |
$3.87M - $3.91M
|
163K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
55.7KNew |
$1.33M - $1.34M
|
55.7K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
47.1KNew |
$1.12M - $1.13M
|
47.1K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.3KNew |
$1.1M - $1.11M
|
46.3K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
41.5K+ 19.0% |
$987K - $997K
|
260K
$6.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.1KNew |
$952K - $962K
|
40.1K
$956K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$295K - $298K
|
12.4K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.8KNew |
$257K - $260K
|
10.8K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.7KNew |
$231K - $233K
|
9.7K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.42KNew |
$200K - $202K
|
8.42K
$201K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
8.4K+ 16.7% |
$200K - $202K
|
58.7K
$1.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.16K+ 6.92% |
$170K - $172K
|
111K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.99KNew |
$166K - $168K
|
6.99K
$167K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.85K+ 33.96% |
$163K - $165K
|
27K
$645K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.42K+ 10.42% |
$129K - $130K
|
57.5K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.89K+ 5.37% |
$92.4K - $93.3K
|
76.3K
$1.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 13.92% |
$87.9K - $88.8K
|
30.3K
$723K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.66K+ 29.92% |
$86.9K - $87.8K
|
15.9K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.62KNew |
$62.3K - $62.9K
|
2.62K
$62.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.56KNew |
$60.9K - $61.5K
|
2.56K
$61.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.42K+ 4.19% |
$57.5K - $58K
|
60.1K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.38K+ 7.32% |
$56.6K - $57.2K
|
34.9K
$834K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
1.75K+ 5.88% |
$41.5K - $41.9K
|
31.4K
$750K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.71K+ 17.62% |
$40.6K - $41.1K
|
11.4K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.5K+ 10.07% |
$35.7K - $36K
|
16.4K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44K+ 5.34% |
$34.3K - $34.6K
|
28.4K
$679K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
710+ 1.56% |
$16.9K - $17.1K
|
46.3K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
581+ 6.13% |
$13.8K - $14K
|
10.1K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
401New |
$9.54K - $9.63K
|
401
$9.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
162+ 0.66% |
$3.85K - $3.89K
|
24.6K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 3.47% |
$2.38K - $2.4K
|
2.98K
$71.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$2K - $2.02K
|
84
$2.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.8 - $24
|
2
$47.8
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.8 - $24
|
2
$47.8
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.8 - $24
|
1
$23.9
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-357- 1.62% |
$8.49K - $8.58K
|
21.7K
$517K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.54K- 6.39% |
$36.7K - $37K
|
22.6K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.57K- 21.58% |
$204K - $206K
|
31.2K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.9K- 20.68% |
$1.33M - $1.34M
|
214K
$5.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-66.4K- 24.58% |
$1.58M - $1.59M
|
204K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-121K- 91.28% |
$2.88M - $2.91M
|
11.6K
$277K
|