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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
23.2K+ 17.51% |
$1.13M - $1.28M
|
156K
$8.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
70.3KNew |
$3.41M - $3.89M
|
70.3K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-613- 10.61% |
$29.7K - $33.9K
|
5.16K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
22.1K+ 10.31% |
$1.07M - $1.22M
|
236K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.82K- 41.12% |
$88.2K - $101K
|
2.6K
$146K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.38MNew |
$67M - $76.5M
|
1.38M
$77.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.67K+ 0.82% |
$80.8K - $92.2K
|
204K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 47.22% |
$597K - $681K
|
13.8K
$772K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13+ 0.22% |
$631 - $720
|
5.89K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 14.99% |
$161K - $184K
|
25.5K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-2.3K- 1.76% |
$112K - $127K
|
129K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
700+ 11.29% |
$34K - $38.7K
|
6.9K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
249+ 1.34% |
$12.1K - $13.8K
|
18.9K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-535- 4.66% |
$26K - $29.6K
|
10.9K
$615K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-8.84K- 67.47% |
$429K - $489K
|
4.26K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 32.68% |
$1.65M - $1.88M
|
138K
$7.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-74.8K- 94.18% |
$3.63M - $4.14M
|
4.63K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
106+ 3.57% |
$5.14K - $5.87K
|
3.08K
$173K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-693- 81.82% |
$33.6K - $38.4K
|
154
$8.65K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
849New |
$41.2K - $47K
|
849
$47.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
807K+ 55.65% |
$39.2M - $44.7M
|
2.26M
$127M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.46K+ 6.39% |
$216K - $247K
|
74.2K
$4.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
33+ 0.33% |
$1.6K - $1.83K
|
9.92K
$557K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
13.9K+ 4.02% |
$675K - $770K
|
360K
$20.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-559K- 91.43% |
$27.1M - $31M
|
52.4K
$2.94M
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.08KNew |
$217K - $234K
|
4.08K
$229K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.06KNew |
$270K - $290K
|
5.06K
$284K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-11.1K- 68.75% |
$589K - $633K
|
5.02K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.23K+ 15.12% |
$119K - $127K
|
16.9K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.7K- 34.3% |
$781K - $839K
|
28.1K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.05% |
$373 - $401
|
14.9K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
937+ 0.78% |
$49.9K - $53.7K
|
120K
$6.77M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.79K+ 3.68% |
$521K - $561K
|
276K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14K- 7.43% |
$60.8K - $65.4K
|
14.2K
$798K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.28K+ 0.26% |
$228K - $245K
|
1.63M
$91.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.9K- 8.71% |
$2.71M - $2.91M
|
533K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-130- 0.35% |
$6.93K - $7.45K
|
36.9K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-321- 5.52% |
$17.1K - $18.4K
|
5.49K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-288- 1.47% |
$15.3K - $16.5K
|
19.4K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 42.28% |
$64.9K - $69.8K
|
4.1K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.36K+ 2.05% |
$445K - $479K
|
416K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.32K+ 30.94% |
$230K - $248K
|
18.3K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-276- 1.23% |
$14.7K - $15.8K
|
22.3K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.79K+ 3.74% |
$522K - $561K
|
272K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
238+ 2.9% |
$12.7K - $13.6K
|
8.45K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
47+ 1.76% |
$2.5K - $2.69K
|
2.71K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.28KNew |
$441K - $474K
|
8.28K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21.1K- 8.43% |
$1.12M - $1.21M
|
229K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
6.59K+ 3.92% |
$351K - $377K
|
175K
$9.8M
|
|