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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8K- 3.27% |
$205K - $220K
|
237K
$6.71M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
709+ 334.43% |
$17.9K - $19K
|
921
$26.1K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.2KNew |
$232K - $246K
|
9.2K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.01K- 23.9% |
$126K - $134K
|
15.9K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$254K - $269K
|
10.1K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
149New |
$3.76K - $3.98K
|
149
$4.23K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
46+ 0.09% |
$1.16K - $1.23K
|
51.4K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.45K+ 32.42% |
$87K - $92.2K
|
14.1K
$399K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447New |
$10.1K - $11.3K
|
447
$12.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-43- 2.25% |
$976 - $1.09K
|
1.86K
$52.9K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-647K- 42.46% |
$15M - $16.4M
|
876K
$24.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99+ 0.63% |
$2.3K - $2.51K
|
15.9K
$451K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
220New |
$5.11K - $5.58K
|
220
$6.24K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64New |
$1.58K - $1.67K
|
64
$1.82K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92K+ 1109.51% |
$72.1K - $76.2K
|
3.18K
$90.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.18K- 36.83% |
$153K - $161K
|
10.6K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.16K- 11.99% |
$177K - $187K
|
52.6K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.67K- 41.11% |
$140K - $148K
|
8.12K
$230K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
221+ 9.86% |
$5.46K - $5.77K
|
2.46K
$69.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
18New |
$445 - $470
|
18
$510
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.64K- 89.01% |
$189K - $200K
|
944
$26.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-705- 7.47% |
$17.4K - $18.4K
|
8.73K
$248K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.31K- 28.17% |
$81.7K - $86.4K
|
8.44K
$239K
|
|
| 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
$228K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.1K- 47.21% |
$255K - $265K
|
11.3K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.85K+ 2.81% |
$123K - $128K
|
177K
$5.03M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.9K- 11.92% |
$124K - $129K
|
36.3K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.27KNew |
$82.7K - $86K
|
3.27K
$92.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.49K+ 2.83% |
$37.7K - $39.2K
|
54.1K
$1.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-4.45K- 1.13% |
$113K - $117K
|
390K
$11.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-7.78K- 29.21% |
$197K - $205K
|
18.9K
$535K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
255New |
$6.38K - $6.7K
|
255
$7.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.51KNew |
$238K - $250K
|
9.51K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
6.42K+ 10.55% |
$161K - $169K
|
67.3K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
151New |
$3.78K - $3.97K
|
151
$4.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
328New |
$8.2K - $8.62K
|
328
$9.3K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-25.8K- 72.95% |
$646K - $679K
|
9.58K
$272K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.34KNew |
$58.5K - $61.5K
|
2.34K
$66.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.77K- 23.69% |
$69.3K - $72.8K
|
8.93K
$253K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.81K+ 6.99% |
$71.2K - $77.1K
|
43K
$1.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5K+ 6.17% |
$127K - $137K
|
86K
$2.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.03KNew |
$26.1K - $28.2K
|
1.03K
$29.2K
|
|
| Q2 2022 | |||||||
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-96.1KClosed |
$2.49M - $2.68M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.62K- 12.62% |
$223K - $240K
|
59.7K
$1.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-10.7KClosed |
$276K - $297K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
29.9K+ 10.36% |
$776K - $835K
|
319K
$9.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2KClosed |
$317K - $341K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.96K- 70.64% |
$50.8K - $54.7K
|
815
$23.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-457- 3.07% |
$11.8K - $12.7K
|
14.4K
$409K
|
|