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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
30.1KNew |
$1.65M - $1.77M
|
30.1K
$1.63M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
17.2K+ 5.35% |
$943K - $1.01M
|
339K
$18.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
703+ 4.92% |
$38.5K - $41.4K
|
15K
$812K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
286K+ 28.64% |
$15.7M - $16.8M
|
1.28M
$69.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
73.4K+ 125.35% |
$4.02M - $4.32M
|
132K
$7.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
22.6K+ 74.11% |
$1.24M - $1.33M
|
53.1K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-222- 1.47% |
$12.2K - $13.1K
|
14.9K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.49K- 42.1% |
$137K - $147K
|
3.43K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-873K- 77.74% |
$47.8M - $51.4M
|
250K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.85K- 0.96% |
$320K - $344K
|
604K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.24K- 2.18% |
$123K - $132K
|
100K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 94.61% |
$7.09M - $7.62M
|
266K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.48K+ 2.64% |
$409K - $440K
|
290K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-941- 6.01% |
$51.5K - $55.4K
|
14.7K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.92K- 12.94% |
$433K - $466K
|
53.3K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 4.14% |
$1.38M - $1.48M
|
584K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.78K- 1.05% |
$97.4K - $105K
|
168K
$9.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 0.11% |
$383 - $412
|
6.5K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-206- 0.65% |
$11.3K - $12.1K
|
31.4K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-316K- 99.16% |
$17.3M - $18.6M
|
2.67K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.55K+ 11.21% |
$84.7K - $91.1K
|
15.4K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-213- 0.09% |
$11.7K - $12.5K
|
249K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.5KNew |
$246K - $265K
|
4.5K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.6K- 9.06% |
$87.6K - $94.3K
|
16.1K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$602 - $648
|
8.22K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
71New |
$3.89K - $4.18K
|
71
$3.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.7K- 21.56% |
$643K - $691K
|
42.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
641K+ 4901.97% |
$35.1M - $37.7M
|
654K
$35.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 0.05% |
$54.7 - $58.9
|
2.01K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62.3K- 20.14% |
$3.41M - $3.67M
|
247K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-1.6K- 9.06% |
$87.6K - $94.3K
|
16.1K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.25K- 2.55% |
$178K - $191K
|
124K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
36+ 0.43% |
$1.97K - $2.12K
|
8.49K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-166- 0.59% |
$9.09K - $9.77K
|
28.2K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56+ 0.66% |
$3.07K - $3.3K
|
8.56K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.93K- 1.2% |
$270K - $290K
|
407K
$22.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.82K+ 20.43% |
$264K - $284K
|
28.4K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 0.73% |
$106K - $114K
|
262K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.21K+ 1.44% |
$121K - $130K
|
156K
$8.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
493+ 8.77% |
$27K - $29K
|
6.11K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
70.4KNew |
$3.86M - $4.15M
|
70.4K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.05KNew |
$386K - $415K
|
7.05K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
151+ 0.3% |
$8.27K - $8.89K
|
50.2K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 0.34% |
$4.16K - $4.47K
|
22.5K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6.79K+ 5.45% |
$372K - $400K
|
131K
$7.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
128+ 0.66% |
$7.01K - $7.54K
|
19.7K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.88K- 6.18% |
$486K - $523K
|
135K
$7.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
265+ 0.07% |
$14.5K - $15.6K
|
370K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
664+ 5.75% |
$36.3K - $39.1K
|
12.2K
$662K
|