Latest Institutional Transactions on ETF Ser Solutions Aptus Define (DRSK)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Define (DRSK) 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
32.1K+ 35.87% |
$880K - $912K
|
122K
$3.37M
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
514K+ 70.27% |
$14.1M - $14.6M
|
1.25M
$34.6M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
122K+ 32.86% |
$3.36M - $3.48M
|
495K
$13.7M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-23.9K- 60.15% |
$654K - $678K
|
15.8K
$439K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
43.3K+ 17.54% |
$1.19M - $1.23M
|
290K
$8.05M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
3.07K+ 37.67% |
$84.2K - $87.3K
|
11.2K
$311K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-77- 0.49% |
$2.11K - $2.19K
|
15.7K
$437K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.22M- 43.62% |
$33.4M - $34.6M
|
1.57M
$43.7M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
427+ 0.4% |
$11.7K - $12.1K
|
108K
$2.99M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
175K+ 139.42% |
$4.79M - $4.96M
|
300K
$8.32M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40.8K+ 1.74% |
$1.12M - $1.16M
|
2.38M
$66.1M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37K+ 4.17% |
$1.01M - $1.05M
|
924K
$25.7M
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.61KNew |
$43.4K - $46K
|
1.61K
$44.7K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.07% |
$189 - $200
|
10.2K
$284K
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
30.3K+ 2.73% |
$818K - $866K
|
1.14M
$31.7M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
170K+ 7.92% |
$4.59M - $4.86M
|
2.32M
$64.4M
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
29.2K+ 3.27% |
$787K - $834K
|
922K
$25.6M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.8K+ 3.65% |
$508K - $538K
|
535K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.46K- 21.81% |
$228K - $241K
|
30.3K
$842K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44M+ 70.67% |
$38.9M - $41.1M
|
3.48M
$96.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$27 - $28.6
|
2
$55.5
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$499K - $529K
|
18.5K
$514K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.8K- 7.19% |
$292K - $310K
|
140K
$3.89M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.36K- 20.61% |
$36.7K - $38.8K
|
5.24K
$145K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2K+ 13.9% |
$303K - $321K
|
92K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.91KNew |
$213K - $226K
|
7.91K
$220K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.75KNew |
$47.2K - $50K
|
1.75K
$48.6K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.1K+ 507.14% |
$191K - $203K
|
8.5K
$236K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.8K- 99.81% |
$1.45M - $1.53M
|
100
$2.78K
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.49K+ 11.33% |
$175K - $185K
|
63.8K
$1.77M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
186KNew |
$5.01M - $5.3M
|
186K
$5.16M
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
108KNew |
$2.91M - $3.08M
|
108K
$2.99M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 93.21% |
$4.1M - $4.34M
|
315K
$8.76M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
541New |
$14.6K - $15.4K
|
541
$15K
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
1.46K+ 2.34% |
$39.5K - $41.8K
|
64.1K
$1.78M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
486KNew |
$13.1M - $13.9M
|
486K
$13.5M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
150K+ 13.25% |
$4.05M - $4.29M
|
1.28M
$35.6M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
119K+ 26.94% |
$3.22M - $3.4M
|
562K
$15.6M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.04M+ 15.38% |
$28.1M - $29.7M
|
7.81M
$217M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.69K+ 5.09% |
$72.4K - $76.7K
|
55.4K
$1.54M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
73.9KNew |
$1.99M - $2.11M
|
73.9K
$2.05M
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.6K+ 1.93% |
$70.1K - $74.2K
|
137K
$3.81M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
38.6K+ 27.62% |
$1.04M - $1.1M
|
178K
$4.95M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.6K+ 7.51% |
$449K - $475K
|
238K
$6.62M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.4KNew |
$1.01M - $1.07M
|
37.4K
$1.04M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
19.3K+ 27.47% |
$520K - $550K
|
89.5K
$2.48M
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
30.2K+ 59.0% |
$815K - $862K
|
81.4K
$2.26M
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
47.7K+ 5.27% |
$1.29M - $1.36M
|
951K
$26.4M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
99.1K+ 16.08% |
$2.67M - $2.83M
|
715K
$19.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 6.57% |
$4.74M - $5.02M
|
2.85M
$79.1M
|