Purchases and Sales Made in Q2 2024 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.65M+ 159.92% |
$42.3M - $45.2M
|
2.68M
$73.5M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.43M+ 234.37% |
$36.7M - $39.2M
|
2.04M
$56M
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
904KNew |
$23.2M - $24.8M
|
904K
$24.8M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
776KNew |
$19.9M - $21.3M
|
776K
$21.3M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
362K+ 5.65% |
$9.28M - $9.92M
|
6.77M
$186M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
218K+ 23.87% |
$5.61M - $5.99M
|
1.13M
$31.2M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
152K+ 84.29% |
$3.9M - $4.17M
|
332K
$9.14M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
115K+ 5.63% |
$2.94M - $3.14M
|
2.15M
$59.1M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.6K+ 134.4% |
$2.4M - $2.57M
|
163K
$4.49M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
88.9K+ 69.25% |
$2.28M - $2.44M
|
217K
$5.97M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.8KNew |
$2.07M - $2.22M
|
80.8K
$2.22M
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
77.5K+ 7.48% |
$1.99M - $2.13M
|
1.11M
$30.6M
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
70.2KNew |
$1.8M - $1.93M
|
70.2K
$1.93M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
62.6KNew |
$1.61M - $1.72M
|
62.6K
$1.72M
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
57.3KNew |
$1.47M - $1.57M
|
57.3K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.6K+ 4098.13% |
$1.35M - $1.44M
|
53.9K
$1.48M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
45.7K+ 48.61% |
$1.17M - $1.25M
|
140K
$3.84M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
37.8K+ 282.06% |
$970K - $1.04M
|
51.2K
$1.41M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.4K+ 20.28% |
$960K - $1.03M
|
222K
$6.09M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.8KNew |
$841K - $899K
|
32.8K
$900K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27.8K+ 1.22% |
$713K - $762K
|
2.31M
$63.4M
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19.2K+ 2.2% |
$494K - $528K
|
892K
$24.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.1K+ 15.86% |
$490K - $523K
|
139K
$3.83M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$263K - $281K
|
10.2K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.2KNew |
$261K - $279K
|
10.2K
$279K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.1K+ 2.34% |
$260K - $278K
|
443K
$12.2M
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.05K+ 12.23% |
$207K - $221K
|
73.8K
$2.03M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$195K - $209K
|
7.6K
$209K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.57K+ 68.45% |
$194K - $208K
|
18.6K
$512K
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.4KNew |
$190K - $203K
|
7.4K
$203K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
6.89KNew |
$177K - $189K
|
6.89K
$189K
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.53K+ 3.49% |
$116K - $124K
|
134K
$3.7M
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.84K+ 0.63% |
$98.6K - $105K
|
616K
$16.9M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.1K+ 6.03% |
$54K - $57.7K
|
37K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 3.69% |
$48.2K - $51.5K
|
52.7K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.79K+ 1.2% |
$45.9K - $49.1K
|
151K
$4.15M
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.77K+ 11.63% |
$45.3K - $48.4K
|
16.9K
$466K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
789New |
$20.3K - $21.7K
|
789
$21.7K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
382New |
$9.81K - $10.5K
|
382
$10.5K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
212New |
$5.44K - $5.82K
|
212
$5.83K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
61New |
$1.57K - $1.67K
|
61
$1.68K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$25.7 - $27.4
|
1
$27.5
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$25.7 - $27.4
|
1
$27.5
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 5.23% |
$436 - $466
|
308
$8.46K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 38.49% |
$2.88K - $3.07K
|
179
$4.92K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-154- 0.9% |
$3.95K - $4.23K
|
17K
$468K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-176- 71.54% |
$4.52K - $4.83K
|
70
$1.92K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-387- 26.26% |
$9.93K - $10.6K
|
1.09K
$29.9K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 27.38% |
$36K - $38.4K
|
3.72K
$102K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.35K- 0.84% |
$112K - $119K
|
516K
$14.2M
|