Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Distillate S (DSMC)
This table provides information about the institutional ownership of ETF Ser Solutions Distillate S (DSMC) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS DISTILLATE S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
60.5KNew |
N/A
|
60.5K
$0
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
27.4K+ 16.74% |
N/A
|
191K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22K+ 5.88% |
N/A
|
396K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 3.9% |
N/A
|
289K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 26.67% |
N/A
|
48K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.57K+ 16.06% |
N/A
|
62K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.09K+ 4.69% |
N/A
|
181K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.42K+ 29.57% |
N/A
|
23.7K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.91K+ 4.12% |
N/A
|
124K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.44K+ 7.92% |
N/A
|
60.5K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.71K+ 2.99% |
N/A
|
128K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.51K+ 12.57% |
N/A
|
22.5K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.01K+ 34.94% |
N/A
|
7.75K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.44K+ 15.19% |
N/A
|
11K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
979+ 3.63% |
N/A
|
28K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
805New |
N/A
|
805
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
750+ 5.57% |
N/A
|
14.2K
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
275+ 4.53% |
N/A
|
6.35K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66+ 4.06% |
N/A
|
1.69K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30+ 0.47% |
N/A
|
6.38K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31- 0.11% |
N/A
|
27.9K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-804- 3.44% |
N/A
|
22.6K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-2.09K- 11.28% |
N/A
|
16.4K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2.09K- 11.28% |
N/A
|
16.4K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-12.5K- 6.44% |
N/A
|
182K
$0
|