Latest Institutional Transactions on ETF Ser Solution Distillate Us (DSTL)
This table provides information on the latest institutional transactions involving ETF Ser Solution Distillate Us (DSTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$50.9 - $56.8
|
4.8K
$282K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.9KNew |
$249K - $278K
|
4.9K
$288K
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
11K+ 4.61% |
$558K - $623K
|
249K
$14.6M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-523- 5.8% |
$26.6K - $29.7K
|
8.5K
$499K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.5KNew |
$330K - $369K
|
6.5K
$381K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
17.7KNew |
$899K - $1M
|
17.7K
$1.04M
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
20.3K+ 13.59% |
$1.03M - $1.15M
|
170K
$9.96M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.76K+ 1.16% |
$89.6K - $100K
|
153K
$9M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.14K- 3.35% |
$465K - $519K
|
264K
$15.5M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 1.13% |
$112K - $125K
|
194K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.97K- 26.03% |
$507K - $566K
|
28.3K
$1.66M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.88KNew |
$95.4K - $107K
|
1.88K
$110K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.3K- 5.14% |
$1.14M - $1.27M
|
412K
$24.2M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.53K+ 323.75% |
$230K - $257K
|
5.92K
$348K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.3K- 12.83% |
$117K - $131K
|
15.7K
$918K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 714.42% |
$6.11M - $6.82M
|
137K
$8.03M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 1243.0% |
$650K - $726K
|
13.8K
$810K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-9.53K- 8.49% |
$485K - $541K
|
103K
$6.02M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
289+ 1.95% |
$14.7K - $16.4K
|
15.1K
$886K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
17.7KNew |
$899K - $1M
|
17.7K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.2K- 2.54% |
$1.49M - $1.66M
|
1.12M
$65.9M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.43K+ 12.17% |
$174K - $195K
|
31.6K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18- 0.31% |
$916 - $1.02K
|
5.81K
$341K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
287+ 1.49% |
$14.6K - $16.3K
|
19.5K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.2K- 2.9% |
$925K - $1.03M
|
609K
$35.7M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.09% |
$356 - $398
|
8.2K
$481K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.42K+ 2.05% |
$327K - $365K
|
319K
$18.7M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
22+ 0.26% |
$1.12K - $1.25K
|
8.45K
$496K
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2K+ 9.23% |
$102K - $114K
|
23.7K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12KNew |
$610K - $681K
|
12K
$703K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-176- 0.79% |
$8.95K - $10K
|
22.1K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 0.2% |
$203 - $227
|
2.02K
$118K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.12K+ 7.6% |
$56.7K - $63.3K
|
15.8K
$926K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.1K+ 16.27% |
$1.02M - $1.14M
|
144K
$8.43M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.73K+ 7.51% |
$139K - $155K
|
39K
$2.29M
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$588K - $656K
|
11.6K
$678K
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
115K+ 2.15% |
$5.87M - $6.55M
|
5.49M
$322M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.41K- 1.12% |
$428K - $477K
|
741K
$43.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.47K- 1.9% |
$126K - $141K
|
128K
$7.48M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
124+ 0.88% |
$6.31K - $7.04K
|
14.3K
$838K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
929+ 47.74% |
$47.3K - $52.8K
|
2.88K
$169K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
81New |
$4.12K - $4.6K
|
81
$4.75K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.13K+ 0.45% |
$159K - $178K
|
698K
$40.9M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-435- 3.22% |
$22.1K - $24.7K
|
13.1K
$767K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
265K+ 602.18% |
$13.5M - $15.1M
|
309K
$18.1M
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
15+ 0.27% |
$763 - $852
|
5.62K
$330K
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
383K+ 37.1% |
$19.5M - $21.8M
|
1.42M
$83.1M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.11KNew |
$362K - $404K
|
7.11K
$417K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16.8K- 1.0% |
$853K - $952K
|
1.67M
$97.7M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-109- 1.82% |
$5.54K - $6.19K
|
5.89K
$345K
|