Purchases and Sales Made in Q3 2024 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.79MNew |
$75.3M - $79.7M
|
2.79M
$77.1M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44M+ 70.67% |
$38.9M - $41.1M
|
3.48M
$96.1M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.04M+ 15.38% |
$28.1M - $29.7M
|
7.81M
$216M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
732KNew |
$19.7M - $20.9M
|
732K
$20.2M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
486KNew |
$13.1M - $13.9M
|
486K
$13.4M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
255KNew |
$6.89M - $7.29M
|
255K
$7.05M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
186KNew |
$5.01M - $5.3M
|
186K
$5.13M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 6.57% |
$4.74M - $5.02M
|
2.85M
$78.7M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
170K+ 7.92% |
$4.59M - $4.86M
|
2.32M
$64.1M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 93.21% |
$4.1M - $4.34M
|
315K
$8.71M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
150K+ 13.25% |
$4.05M - $4.29M
|
1.28M
$35.4M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
119K+ 26.94% |
$3.22M - $3.4M
|
562K
$15.5M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
111K+ 14.25% |
$2.98M - $3.16M
|
887K
$24.5M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
108K+ 638.94% |
$2.92M - $3.09M
|
125K
$3.46M
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
108KNew |
$2.91M - $3.08M
|
108K
$2.98M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
107KNew |
$2.89M - $3.06M
|
107K
$2.96M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
99.1K+ 16.08% |
$2.67M - $2.83M
|
715K
$19.7M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
73.9KNew |
$1.99M - $2.11M
|
73.9K
$2.04M
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
47.7K+ 5.27% |
$1.29M - $1.36M
|
951K
$26.3M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39.8K+ 11.97% |
$1.07M - $1.14M
|
372K
$10.3M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
38.6K+ 27.62% |
$1.04M - $1.1M
|
178K
$4.92M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.4KNew |
$1.01M - $1.07M
|
37.4K
$1.03M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30.8K+ 1.33% |
$831K - $879K
|
2.34M
$64.6M
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
30.2K+ 59.0% |
$815K - $862K
|
81.4K
$2.25M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
29.5K+ 13.6% |
$796K - $843K
|
247K
$6.81M
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
29.2K+ 3.27% |
$787K - $834K
|
922K
$25.4M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
19.3K+ 27.47% |
$520K - $550K
|
89.5K
$2.47M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.8K+ 3.65% |
$508K - $538K
|
535K
$14.8M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$499K - $529K
|
18.5K
$511K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.6K+ 7.51% |
$449K - $475K
|
238K
$6.58M
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
15.6K+ 226.66% |
$421K - $446K
|
22.5K
$622K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
15.6K+ 21.1% |
$420K - $445K
|
89.4K
$2.47M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2K+ 13.9% |
$303K - $321K
|
92K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
8.15KNew |
$220K - $233K
|
8.15K
$225K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.91KNew |
$213K - $226K
|
7.91K
$219K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.1K+ 507.14% |
$191K - $203K
|
8.5K
$235K
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.49K+ 11.33% |
$175K - $185K
|
63.8K
$1.76M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.69K+ 5.09% |
$72.4K - $76.7K
|
55.4K
$1.53M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.68K+ 7.26% |
$72.4K - $76.6K
|
39.7K
$1.1M
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.6K+ 1.93% |
$70.1K - $74.2K
|
137K
$3.79M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.75KNew |
$47.2K - $50K
|
1.75K
$48.3K
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
1.46K+ 2.34% |
$39.5K - $41.8K
|
64.1K
$1.77M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
541New |
$14.6K - $15.4K
|
541
$14.9K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
107+ 2.88% |
$2.89K - $3.05K
|
3.82K
$106K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
73+ 6.72% |
$1.97K - $2.08K
|
1.16K
$32K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$27 - $28.6
|
2
$55.2
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.07% |
$189 - $200
|
10.2K
$282K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 3.9% |
$324 - $343
|
296
$8.17K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 7.11% |
$32.6K - $34.5K
|
15.8K
$437K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.36K- 20.61% |
$36.7K - $38.8K
|
5.24K
$145K
|