Purchases and Sales Made in Q3 2023 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q3 2023. 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 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
652K+ 2487.82% |
$15.2M - $16.5M
|
678K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.5K+ 56.03% |
$1.06M - $1.15M
|
127K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
40K+ 11.63% |
$929K - $1.01M
|
383K
$10.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12KNew |
$278K - $303K
|
12K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.74K+ 72.24% |
$226K - $247K
|
23.2K
$641K
|
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.54K+ 20.69% |
$82.2K - $89.7K
|
20.6K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.08K+ 1.72% |
$71.6K - $78.2K
|
183K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
246New |
$5.72K - $6.24K
|
246
$6.79K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
220New |
$5.11K - $5.58K
|
220
$6.07K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99+ 0.63% |
$2.3K - $2.51K
|
15.9K
$439K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
77+ 0.15% |
$1.79K - $1.95K
|
51.3K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-140- 1.36% |
$3.25K - $3.55K
|
10.1K
$280K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-315- 1.73% |
$7.32K - $7.99K
|
17.9K
$495K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-742- 29.8% |
$17.2K - $18.8K
|
1.75K
$48.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.45K- 69.05% |
$56.8K - $62.1K
|
1.1K
$30.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.41K- 7.75% |
$102K - $112K
|
52.5K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-5.28K- 0.38% |
$123K - $134K
|
1.4M
$38.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.18K- 20.74% |
$144K - $157K
|
23.6K
$652K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.41K- 77.08% |
$149K - $163K
|
1.91K
$52.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.61K- 11.93% |
$200K - $219K
|
63.5K
$1.75M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-8.65K- 5.56% |
$201K - $219K
|
147K
$4.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.7K- 34.35% |
$342K - $374K
|
28.2K
$777K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-17.6K- 55.92% |
$410K - $447K
|
13.9K
$384K
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-37.2K- 32.59% |
$865K - $944K
|
77K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-43.3K- 89.7% |
$1.01M - $1.1M
|
4.97K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-65K- 35.35% |
$1.51M - $1.65M
|
119K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-77.2K- 13.68% |
$1.79M - $1.96M
|
487K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-97.4K- 98.57% |
$2.26M - $2.47M
|
1.42K
$39.1K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-138K- 15.62% |
$3.22M - $3.51M
|
748K
$20.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-187K- 56.66% |
$4.36M - $4.76M
|
143K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-208K- 8.47% |
$4.83M - $5.27M
|
2.25M
$62M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-216K- 87.26% |
$5.01M - $5.48M
|
31.5K
$869K
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-647K- 42.46% |
$15M - $16.4M
|
876K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-871K- 28.3% |
$20.3M - $22.1M
|
2.21M
$60.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.38M- 67.84% |
$32M - $34.9M
|
653K
$18M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.16M- 32.56% |
$73.5M - $80.3M
|
6.55M
$181M
|