Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.64M+ 46.64% |
$99.9M - $104M
|
11.4M
$320M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.04MNew |
$83.5M - $86.6M
|
3.04M
$85.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.48MNew |
$40.5M - $42M
|
1.48M
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.24M+ 53.5% |
$34M - $35.3M
|
3.56M
$99.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
771K+ 22.17% |
$21.2M - $21.9M
|
4.25M
$119M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
514K+ 70.27% |
$14.1M - $14.6M
|
1.25M
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
497KNew |
$13.6M - $14.1M
|
497K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
447K+ 46.96% |
$12.3M - $12.7M
|
1.4M
$39.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
405KNew |
$11.1M - $11.5M
|
405K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
238KNew |
$6.54M - $6.78M
|
238K
$6.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
236K+ 18.41% |
$6.48M - $6.72M
|
1.52M
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
202K+ 35.88% |
$5.53M - $5.73M
|
763K
$21.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
175K+ 139.42% |
$4.79M - $4.96M
|
300K
$8.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
149KNew |
$4.08M - $4.23M
|
149K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
140K+ 100.76% |
$3.85M - $3.99M
|
280K
$7.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
124K+ 17.3% |
$3.39M - $3.52M
|
839K
$23.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
122K+ 32.86% |
$3.36M - $3.48M
|
495K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
96KNew |
$2.63M - $2.73M
|
96K
$2.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
86.9KNew |
$2.38M - $2.47M
|
86.9K
$2.43M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.6K+ 162.18% |
$1.66M - $1.72M
|
97.9K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.5K+ 11.82% |
$1.58M - $1.63M
|
544K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
43.3K+ 17.54% |
$1.19M - $1.23M
|
290K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42KNew |
$1.15M - $1.2M
|
42K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
42K+ 3.67% |
$1.15M - $1.19M
|
1.19M
$33.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40.8K+ 1.74% |
$1.12M - $1.16M
|
2.38M
$66.5M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
39.9K+ 22.39% |
$1.09M - $1.14M
|
218K
$6.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
38.6KNew |
$1.06M - $1.1M
|
38.6K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37K+ 4.17% |
$1.01M - $1.05M
|
924K
$25.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
36.9K+ 57.61% |
$1.01M - $1.05M
|
101K
$2.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
36.2K+ 44.44% |
$992K - $1.03M
|
118K
$3.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
35.6KNew |
$977K - $1.01M
|
35.6K
$995K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
35.1K+ 3.8% |
$962K - $997K
|
957K
$26.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.3K+ 10.24% |
$886K - $918K
|
348K
$9.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
32.1K+ 35.87% |
$880K - $912K
|
122K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$831K - $862K
|
30.3K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
27.6K+ 5.17% |
$758K - $786K
|
563K
$15.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
26.4KNew |
$724K - $750K
|
26.4K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
22.9K+ 25.6% |
$628K - $651K
|
112K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
21.3K+ 94.72% |
$585K - $607K
|
43.9K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
13KNew |
$355K - $368K
|
13K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.24K+ 2.62% |
$171K - $177K
|
245K
$6.84M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.5K+ 4.01% |
$151K - $156K
|
143K
$3.99M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.17K+ 6.55% |
$114K - $119K
|
67.9K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
3.07K+ 37.67% |
$84.2K - $87.3K
|
11.2K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 3.49% |
$53.1K - $55K
|
57.3K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.4K+ 17.73% |
$38.5K - $39.9K
|
9.32K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$34.3K - $35.5K
|
1.25K
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
508+ 0.47% |
$13.9K - $14.4K
|
108K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
438New |
$12K - $12.5K
|
438
$12.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
427+ 0.4% |
$11.7K - $12.1K
|
108K
$3.01M
|