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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-20- 0.15% |
$541 - $565
|
12.9K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
19K+ 18.81% |
$514K - $537K
|
120K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124New |
$3.36K - $3.5K
|
124
$3.52K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
216+ 13.41% |
$5.84K - $6.1K
|
1.83K
$51.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15KNew |
$31.1K - $32.4K
|
1.15K
$32.6K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
98.8K+ 24.43% |
$2.67M - $2.79M
|
503K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 5.52% |
$520K - $543K
|
367K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20.4K+ 2.67% |
$552K - $576K
|
784K
$22.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5+ 0.4% |
$135 - $141
|
1.25K
$35.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
638+ 1.11% |
$17.3K - $18K
|
58K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19.8K+ 2.07% |
$535K - $559K
|
976K
$27.7M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
122K+ 140.28% |
$3.3M - $3.44M
|
209K
$5.92M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8+ 0.68% |
$216 - $226
|
1.18K
$33.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
19K+ 17.67% |
$515K - $538K
|
127K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-522K- 33.19% |
$14.1M - $14.8M
|
1.05M
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 7.28% |
$2.99M - $3.13M
|
1.63M
$46.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
21.2K+ 8.51% |
$575K - $600K
|
271K
$7.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
28K+ 24.92% |
$758K - $791K
|
140K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
124KNew |
$3.36M - $3.51M
|
124K
$3.52M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 4.64% |
$274K - $286K
|
228K
$6.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
16.6K+ 6.97% |
$450K - $469K
|
255K
$7.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-80K- 81.7% |
$2.16M - $2.26M
|
17.9K
$508K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.18K- 7.49% |
$31.9K - $33.3K
|
14.6K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.06K+ 5.78% |
$55.7K - $58.1K
|
37.7K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.45K- 90.72% |
$229K - $239K
|
865
$24.5K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.81K- 90.29% |
$49.7K - $51.6K
|
195
$5.53K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.57KNew |
$70.5K - $73.1K
|
2.57K
$72.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32New |
$878 - $910
|
32
$908
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
26.4KNew |
$724K - $750K
|
26.4K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42KNew |
$1.15M - $1.2M
|
42K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-410- 7.83% |
$11.2K - $11.7K
|
4.83K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
438New |
$12K - $12.5K
|
438
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
170New |
$4.66K - $4.83K
|
170
$4.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 50.92% |
$259K - $268K
|
9.09K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.5K+ 11.82% |
$1.58M - $1.63M
|
544K
$15.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
234New |
$6.42K - $6.65K
|
234
$6.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
182+ 4.76% |
$4.99K - $5.18K
|
4.01K
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-255- 32.32% |
$6.99K - $7.25K
|
534
$15.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40.8K+ 1.74% |
$1.12M - $1.16M
|
2.38M
$67.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37K+ 4.17% |
$1.01M - $1.05M
|
924K
$26.2M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.75KNew |
$47.2K - $50K
|
1.75K
$49.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.1K+ 507.14% |
$191K - $203K
|
8.5K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
541New |
$14.6K - $15.4K
|
541
$15.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 6.57% |
$4.74M - $5.02M
|
2.85M
$80.9M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.57K+ 68.45% |
$194K - $208K
|
18.6K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.8KNew |
$841K - $899K
|
32.8K
$929K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.2KNew |
$261K - $279K
|
10.2K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-176- 71.54% |
$4.52K - $4.83K
|
70
$1.99K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$195K - $209K
|
7.6K
$216K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 38.49% |
$2.88K - $3.07K
|
179
$5.08K
|
|