Latest Institutional Transactions on ETF Ser Solutions Aptus Collar (ACIO)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Collar (ACIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
29.3KNew |
$1.08M - $1.16M
|
29.3K
$1.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
32K+ 2.98% |
$1.18M - $1.27M
|
1.1M
$45.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4- 0.04% |
$147 - $159
|
9.05K
$371K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.25K+ 8.7% |
$82.7K - $89.2K
|
28K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.6K+ 11.36% |
$243K - $262K
|
64.6K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.02KNew |
$295K - $319K
|
8.02K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4M+ 48.14% |
$51.7M - $55.8M
|
4.32M
$177M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
24.1K+ 4.24% |
$889K - $960K
|
594K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
48.6K+ 2.57% |
$1.79M - $1.93M
|
1.94M
$79.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
72.6K+ 129.31% |
$2.67M - $2.89M
|
129K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
126K+ 4.63% |
$4.63M - $4.99M
|
2.84M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
21.8KNew |
$803K - $867K
|
21.8K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.18K- 29.8% |
$43.3K - $46.7K
|
2.77K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
608K+ 4592.93% |
$22.4M - $24.1M
|
621K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-888- 20.86% |
$32.7K - $35.3K
|
3.37K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
12.8KNew |
$472K - $509K
|
12.8K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.31K- 11.1% |
$122K - $132K
|
26.6K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
16.9K+ 1.92% |
$624K - $673K
|
898K
$36.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.26K- 52.29% |
$231K - $249K
|
5.72K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
26K+ 14.3% |
$958K - $1.03M
|
208K
$8.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.09K- 21.34% |
$151K - $163K
|
15.1K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
10+ 0.05% |
$368 - $397
|
21.8K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.6KNew |
$280K - $302K
|
7.6K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.3K+ 4948.59% |
$2.33M - $2.52M
|
64.6K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.73% |
$1.84K - $1.99K
|
6.89K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.51K- 11.96% |
$55.7K - $60.2K
|
11.1K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.5K+ 10.31% |
$203K - $219K
|
58.9K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1K- 6.21% |
$37K - $39.9K
|
15.2K
$621K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.42K+ 87.7% |
$89K - $96.1K
|
5.18K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-384- 12.29% |
$14.1K - $15.3K
|
2.74K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
77.6KNew |
$2.86M - $3.08M
|
77.6K
$3.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.2K+ 26.3% |
$2.95M - $3.19M
|
385K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$44.6K - $48.1K
|
1.21K
$49.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
251KNew |
$9.23M - $9.96M
|
251K
$10.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
22.7K+ 34.01% |
$835K - $901K
|
89.3K
$3.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
158K+ 27.58% |
$5.83M - $6.29M
|
733K
$30M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
186K+ 18.69% |
$6.83M - $7.37M
|
1.18M
$48.3M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46.9K+ 5.8% |
$1.73M - $1.86M
|
854K
$35M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.31M+ 15.05% |
$48.1M - $51.9M
|
9.99M
$409M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.94KNew |
$256K - $276K
|
6.94K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 9.01% |
$172K - $186K
|
56.6K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-456- 2.67% |
$16.8K - $18.1K
|
16.6K
$681K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
83.8KNew |
$3.08M - $3.33M
|
83.8K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.21K+ 1.09% |
$44.7K - $48.2K
|
113K
$4.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.25KNew |
$340K - $367K
|
9.25K
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
35.7K+ 18.07% |
$1.31M - $1.42M
|
233K
$9.55M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 4.08% |
$719K - $776K
|
498K
$20.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
16.6KNew |
$611K - $660K
|
16.6K
$680K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 52.41% |
$204K - $220K
|
16.1K
$661K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|