Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25M+ 39.95% |
$36.3M - $40M
|
4.39M
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
916K+ 32.22% |
$26.5M - $29.2M
|
3.76M
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
727KNew |
$21.1M - $23.2M
|
727K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
626K+ 236.71% |
$18.1M - $20M
|
890K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
256K+ 16.41% |
$7.41M - $8.16M
|
1.82M
$53.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
179KNew |
$5.18M - $5.7M
|
179K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.2K+ 65.7% |
$1.31M - $1.44M
|
114K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.7KNew |
$977K - $1.08M
|
33.7K
$988K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.7K+ 22.19% |
$803K - $885K
|
153K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.1K+ 19.79% |
$786K - $866K
|
164K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.7K+ 23.28% |
$774K - $853K
|
142K
$4.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
23.1K+ 8.72% |
$670K - $739K
|
289K
$8.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.1KNew |
$611K - $673K
|
21.1K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$461K - $508K
|
15.9K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.9KNew |
$460K - $507K
|
15.9K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.3K+ 102.3% |
$415K - $457K
|
28.3K
$830K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 88.58% |
$397K - $437K
|
29.2K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$317K - $349K
|
10.9K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
9.08KNew |
$263K - $290K
|
9.08K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.21KNew |
$238K - $262K
|
8.21K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.96K+ 23.38% |
$230K - $254K
|
42K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.94KNew |
$230K - $253K
|
7.94K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
7.23KNew |
$209K - $231K
|
7.23K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 19.38% |
$190K - $209K
|
40.4K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.94K+ 104.01% |
$172K - $189K
|
11.6K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.89K+ 1.79% |
$171K - $188K
|
334K
$9.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.77K+ 4.06% |
$167K - $184K
|
148K
$4.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.22K+ 7.02% |
$151K - $167K
|
79.6K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4K+ 2.77% |
$116K - $128K
|
149K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2K+ 21.87% |
$57.8K - $63.7K
|
11.1K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.18K+ 2.42% |
$34.1K - $37.6K
|
49.8K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 3.49% |
$29.8K - $32.8K
|
30.6K
$896K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1K+ 4.64% |
$29K - $31.9K
|
22.6K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
797+ 3.91% |
$23.1K - $25.4K
|
21.2K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
436New |
$12.6K - $13.9K
|
436
$12.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$4.05K - $4.47K
|
140
$4.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105+ 0.1% |
$3.04K - $3.35K
|
108K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.4% |
$232 - $255
|
2.01K
$58.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33- 0.36% |
$956 - $1.05K
|
9.26K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-96- 1.02% |
$2.78K - $3.06K
|
9.29K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-326- 2.26% |
$9.44K - $10.4K
|
14.1K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 17.04% |
$57.9K - $63.9K
|
9.74K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.31K- 1.87% |
$95.9K - $106K
|
174K
$5.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-15.9K- 7.18% |
$460K - $507K
|
206K
$6.02M
|