Purchases and Sales Made in Q3 2024 in ETF Ser Solutions Aam Bahl Gay (SMIG)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Bahl Gay (SMIG) during Q3 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM BAHL GAY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
834K+ 36.27% |
$21.8M - $24.4M
|
3.13M
$100M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 10.72% |
$7.21M - $8.05M
|
2.84M
$90.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
264KNew |
$6.92M - $7.73M
|
264K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
169K+ 12.18% |
$4.43M - $4.95M
|
1.56M
$49.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
115KNew |
$3.01M - $3.36M
|
115K
$3.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 29.26% |
$2.71M - $3.03M
|
458K
$14.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
43K+ 42.4% |
$1.13M - $1.26M
|
145K
$4.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.9KNew |
$887K - $990K
|
33.9K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.1K+ 60.29% |
$868K - $970K
|
88.1K
$2.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29.5KNew |
$773K - $864K
|
29.5K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.4KNew |
$534K - $597K
|
20.4K
$651K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15.5KNew |
$405K - $453K
|
15.5K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14KNew |
$367K - $410K
|
14K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.9K+ 5.09% |
$337K - $376K
|
265K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
12K+ 494.23% |
$314K - $351K
|
14.4K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 8.72% |
$262K - $293K
|
125K
$3.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.13KNew |
$239K - $267K
|
9.13K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.68K+ 8.73% |
$227K - $254K
|
108K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.05K+ 59.84% |
$211K - $235K
|
21.5K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.07K+ 11.45% |
$185K - $207K
|
68.8K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
7.07K+ 3.3% |
$185K - $207K
|
221K
$7.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.87K+ 13.72% |
$154K - $172K
|
48.7K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.71KNew |
$149K - $167K
|
5.71K
$182K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 8.1% |
$66.8K - $74.6K
|
34K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.28KNew |
$59.7K - $66.7K
|
2.28K
$72.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.21K+ 14.73% |
$31.6K - $35.3K
|
9.39K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
300+ 3.17% |
$7.86K - $8.78K
|
9.75K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100New |
$2.62K - $2.93K
|
100
$3.19K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.4% |
$210 - $234
|
2K
$63.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 0.43% |
$1.23K - $1.38K
|
10.8K
$345K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-524- 2.37% |
$13.7K - $15.3K
|
21.6K
$688K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 9.24% |
$31.3K - $35K
|
11.7K
$375K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.21K- 0.37% |
$31.6K - $35.3K
|
329K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.52K- 1.94% |
$92.1K - $103K
|
177K
$5.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10K- 6.82% |
$263K - $294K
|
137K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-176K- 55.27% |
$4.6M - $5.14M
|
142K
$4.53M
|