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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30.8K+ 1.33% |
$831K - $879K
|
2.34M
$65.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39.8K+ 11.97% |
$1.07M - $1.14M
|
372K
$10.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.79MNew |
$75.3M - $79.7M
|
2.79M
$78.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
73+ 6.72% |
$1.97K - $2.08K
|
1.16K
$32.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 7.11% |
$32.6K - $34.5K
|
15.8K
$443K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.57K+ 68.45% |
$194K - $208K
|
18.6K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.8KNew |
$841K - $899K
|
32.8K
$918K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.2KNew |
$261K - $279K
|
10.2K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
382New |
$9.81K - $10.5K
|
382
$10.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-176- 71.54% |
$4.52K - $4.83K
|
70
$1.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.1K+ 15.86% |
$490K - $523K
|
139K
$3.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$195K - $209K
|
7.6K
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
789New |
$20.3K - $21.7K
|
789
$22.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
61New |
$1.57K - $1.67K
|
61
$1.71K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8K- 3.27% |
$205K - $220K
|
237K
$6.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 38.49% |
$2.88K - $3.07K
|
179
$5.02K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.4KNew |
$190K - $203K
|
7.4K
$207K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
775New |
$19.5K - $20.7K
|
775
$21.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
709+ 334.43% |
$17.9K - $19K
|
921
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.01K- 23.9% |
$126K - $134K
|
15.9K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.2KNew |
$232K - $246K
|
9.2K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$254K - $269K
|
10.1K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-125K- 83.14% |
$3.16M - $3.35M
|
25.4K
$712K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
149New |
$3.76K - $3.98K
|
149
$4.17K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
46+ 0.09% |
$1.16K - $1.23K
|
51.4K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.45K+ 32.42% |
$87K - $92.2K
|
14.1K
$395K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-969- 88.41% |
$22K - $24.6K
|
127
$3.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447New |
$10.1K - $11.3K
|
447
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.81K+ 100.89% |
$41.2K - $46K
|
3.61K
$101K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-43- 2.25% |
$976 - $1.09K
|
1.86K
$52.2K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-647K- 42.46% |
$15M - $16.4M
|
876K
$24.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99+ 0.63% |
$2.3K - $2.51K
|
15.9K
$445K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
220New |
$5.11K - $5.58K
|
220
$6.16K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92K+ 1109.51% |
$72.1K - $76.2K
|
3.18K
$89.1K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64New |
$1.58K - $1.67K
|
64
$1.79K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.18K- 36.83% |
$153K - $161K
|
10.6K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.16K- 11.99% |
$177K - $187K
|
52.6K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.67K- 41.11% |
$140K - $148K
|
8.12K
$228K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
221+ 9.86% |
$5.46K - $5.77K
|
2.46K
$69K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
18New |
$445 - $470
|
18
$504
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.64K- 89.01% |
$189K - $200K
|
944
$26.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-705- 7.47% |
$17.4K - $18.4K
|
8.73K
$245K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.9K- 30.81% |
$294K - $311K
|
26.7K
$750K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.31K- 28.17% |
$81.7K - $86.4K
|
8.44K
$236K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03KClosed |
$26.1K - $27.1K
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.04KNew |
$204K - $212K
|
8.04K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.1K- 47.21% |
$255K - $265K
|
11.3K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.85K+ 2.81% |
$123K - $128K
|
177K
$4.97M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 524.49% |
$45.6K - $47.3K
|
2.14K
$60K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.9K- 11.92% |
$124K - $129K
|
36.3K
$1.02M
|
|