Purchases and Sales Made in Q1 2024 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q1 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DEFINE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.53M+ 31.26% |
$38.5M - $40.8M
|
6.41M
$177M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
598K+ 138.4% |
$15.1M - $16M
|
1.03M
$28.4M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
245KNew |
$6.17M - $6.54M
|
245K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
231K+ 12.79% |
$5.82M - $6.17M
|
2.04M
$56.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
216K+ 30.84% |
$5.44M - $5.77M
|
915K
$25.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
212K+ 10.24% |
$5.35M - $5.67M
|
2.28M
$63M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
180KNew |
$4.55M - $4.82M
|
180K
$4.98M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
119K+ 1350.4% |
$3.01M - $3.19M
|
128K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
115K+ 28.22% |
$2.89M - $3.06M
|
521K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
94KNew |
$2.37M - $2.51M
|
94K
$2.6M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
73.3K+ 7.62% |
$1.85M - $1.96M
|
1.04M
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55.7K+ 10.06% |
$1.4M - $1.49M
|
610K
$16.8M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
52.1K+ 66.87% |
$1.31M - $1.39M
|
130K
$3.59M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
44.8K+ 5.41% |
$1.13M - $1.2M
|
873K
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.2K+ 40.89% |
$510K - $540K
|
69.7K
$1.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.2KNew |
$383K - $406K
|
15.2K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.5K+ 7.9% |
$340K - $361K
|
184K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
13.4KNew |
$338K - $358K
|
13.4K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.4K+ 10.48% |
$288K - $305K
|
120K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.1KNew |
$279K - $295K
|
11.1K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$254K - $269K
|
10.1K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.2KNew |
$232K - $246K
|
9.2K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.99K+ 25.09% |
$176K - $187K
|
34.9K
$963K
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.45K+ 32.42% |
$87K - $92.2K
|
14.1K
$389K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
775New |
$19.5K - $20.7K
|
775
$21.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
709+ 334.43% |
$17.9K - $19K
|
921
$25.4K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
149New |
$3.76K - $3.98K
|
149
$4.11K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 0.99% |
$1.26K - $1.34K
|
5.12K
$141K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
46+ 0.09% |
$1.16K - $1.23K
|
51.4K
$1.42M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$25.2 - $26.7
|
2
$55.2
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 3.56% |
$303 - $321
|
325
$8.97K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-396- 2.25% |
$9.99K - $10.6K
|
17.2K
$474K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.74K- 3.31% |
$43.9K - $46.5K
|
50.8K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.53K- 7.37% |
$89.1K - $94.5K
|
44.4K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.48K- 10.79% |
$113K - $120K
|
37.1K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.01K- 23.9% |
$126K - $134K
|
15.9K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.2K- 4.61% |
$182K - $193K
|
149K
$4.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-14.9K- 18.46% |
$376K - $398K
|
65.8K
$1.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17.8K- 2.82% |
$448K - $475K
|
612K
$16.9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-125K- 83.14% |
$3.16M - $3.35M
|
25.4K
$702K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-318K- 42.41% |
$8.03M - $8.51M
|
432K
$11.9M
|