Purchases and Sales Made in Q3 2022 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
807K+ 7.99% |
$20.4M - $22.1M
|
10.9M
$301M
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
196KNew |
$4.96M - $5.37M
|
196K
$5.4M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
162KNew |
$4.11M - $4.45M
|
162K
$4.48M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
94.5K+ 28.68% |
$2.39M - $2.59M
|
424K
$11.7M
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
77.4K+ 2.92% |
$1.96M - $2.12M
|
2.73M
$75.4M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
52.8K+ 1.74% |
$1.34M - $1.45M
|
3.08M
$85.1M
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
42.6K+ 71.31% |
$1.08M - $1.17M
|
102K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
31.1K+ 1.31% |
$788K - $853K
|
2.41M
$66.4M
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
BUY
|
- |
24.1KNew |
$611K - $661K
|
24.1K
$665K
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
21.6K+ 3.83% |
$548K - $593K
|
587K
$16.2M
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
21.4K+ 15.74% |
$541K - $586K
|
157K
$4.34M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 21.04% |
$413K - $447K
|
93.7K
$2.59M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.2K+ 26.55% |
$334K - $362K
|
62.8K
$1.74M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.71K+ 15.17% |
$170K - $184K
|
51K
$1.41M
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
6.49K+ 1.44% |
$164K - $178K
|
457K
$12.6M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.45K+ 0.57% |
$138K - $150K
|
969K
$26.7M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5K+ 6.17% |
$127K - $137K
|
86K
$2.37M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.71K+ 819.3% |
$119K - $129K
|
5.29K
$146K
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
4K+ 7.03% |
$101K - $110K
|
60.9K
$1.68M
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.81K+ 6.99% |
$71.2K - $77.1K
|
43K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.55K+ 4.26% |
$39.2K - $42.4K
|
37.9K
$1.05M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.03KNew |
$26.1K - $28.2K
|
1.03K
$28.4K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$26.1K - $28.2K
|
1.03K
$28.4K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
339+ 0.83% |
$8.59K - $9.3K
|
41.3K
$1.14M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
169+ 0.78% |
$4.28K - $4.63K
|
21.7K
$600K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
43+ 0.08% |
$1.09K - $1.18K
|
51.1K
$1.41M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
21+ 0.17% |
$532 - $576
|
12.2K
$337K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5+ 0.02% |
$127 - $137
|
31.6K
$872K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 9.7% |
$1.14K - $1.23K
|
419
$11.6K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-363- 1.33% |
$9.19K - $9.95K
|
26.9K
$744K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-544- 6.21% |
$13.8K - $14.9K
|
8.21K
$227K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-691- 0.83% |
$17.5K - $18.9K
|
82.3K
$2.27M
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-862- 2.99% |
$21.8K - $23.6K
|
28K
$773K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.91K- 1.69% |
$48.4K - $52.3K
|
111K
$3.08M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.44K- 5.16% |
$61.7K - $66.8K
|
44.8K
$1.24M
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-3.81K- 9.71% |
$96.5K - $104K
|
35.4K
$978K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.86K- 6.4% |
$97.7K - $106K
|
56.4K
$1.56M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-9.59K- 14.16% |
$243K - $263K
|
58.1K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.1K- 14.29% |
$256K - $277K
|
60.7K
$1.67M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.4K- 13.51% |
$313K - $339K
|
79.2K
$2.19M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.5K- 53.56% |
$342K - $370K
|
11.7K
$323K
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-15K- 17.47% |
$379K - $410K
|
70.7K
$1.95M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.9K- 22.03% |
$605K - $655K
|
84.5K
$2.33M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-29.7K- 38.38% |
$751K - $813K
|
47.6K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.1K- 32.13% |
$763K - $826K
|
63.6K
$1.76M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32.7K- 39.95% |
$829K - $897K
|
49.2K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46K- 55.7% |
$1.16M - $1.26M
|
36.5K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-141K- 3.38% |
$3.57M - $3.86M
|
4.03M
$111M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-187K- 56.66% |
$4.75M - $5.14M
|
143K
$3.96M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-200K- 25.31% |
$5.06M - $5.48M
|
590K
$16.3M
|