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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.24K- 5.28% |
$226K - $243K
|
76K
$4.27M
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.75K+ 1.73% |
$200K - $215K
|
221K
$12.4M
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
27.2K+ 8.02% |
$1.45M - $1.56M
|
366K
$20.6M
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
50.5K+ 51.93% |
$2.69M - $2.9M
|
148K
$8.3M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.28K+ 1.27% |
$441K - $474K
|
662K
$37.2M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-300- 30.0% |
$16K - $17.2K
|
700
$39.3K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 0.24% |
$1.07K - $1.15K
|
8.44K
$474K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.2K- 4.93% |
$971K - $1.04M
|
352K
$19.7M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
42.2K+ 4.75% |
$2.25M - $2.42M
|
932K
$52.4M
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
672New |
$35.8K - $38.5K
|
672
$37.7K
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
41+ 0.35% |
$2.18K - $2.35K
|
11.6K
$651K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.73K- 6.24% |
$145K - $156K
|
41K
$2.3M
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
867+ 8.01% |
$46.2K - $49.7K
|
11.7K
$656K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
560+ 37.33% |
$29.8K - $32.1K
|
2.06K
$116K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.9K+ 9.62% |
$1.49M - $1.6M
|
318K
$17.9M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.9K+ 13.98% |
$474K - $510K
|
72.6K
$4.08M
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.26K+ 8.88% |
$334K - $359K
|
76.8K
$4.31M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-296- 0.48% |
$15.8K - $17K
|
61.4K
$3.45M
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-9.18K- 1.52% |
$489K - $526K
|
595K
$33.4M
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.64K- 28.15% |
$141K - $151K
|
6.74K
$379K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-117- 0.4% |
$6.23K - $6.7K
|
29.4K
$1.65M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.51K+ 1.66% |
$400K - $430K
|
460K
$25.8M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
562New |
$29.9K - $32.2K
|
562
$31.6K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.4K- 27.27% |
$1.12M - $1.2M
|
54.4K
$3.06M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
703+ 4.92% |
$38.5K - $41.4K
|
15K
$842K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-206- 0.65% |
$11.3K - $12.1K
|
31.4K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.5KNew |
$246K - $265K
|
4.5K
$253K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-1.6K- 9.06% |
$87.6K - $94.3K
|
16.1K
$903K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
71New |
$3.89K - $4.18K
|
71
$3.99K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
70.4KNew |
$3.86M - $4.15M
|
70.4K
$3.96M
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
493+ 8.77% |
$27K - $29K
|
6.11K
$343K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 23.35% |
$4.27K - $4.59K
|
412
$23.1K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-173K- 3.15% |
$9.46M - $10.2M
|
5.32M
$298M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
338KNew |
$18.5M - $19.9M
|
338K
$19M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.32MNew |
$72.2M - $77.7M
|
1.32M
$74.1M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-477- 94.27% |
$26.1K - $28.1K
|
29
$1.63K
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.35K- 41.45% |
$183K - $197K
|
4.73K
$266K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
639New |
$35K - $37.6K
|
639
$35.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72New |
$3.94K - $4.24K
|
72
$4.04K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.14K+ 43.61% |
$117K - $126K
|
7.04K
$395K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-727- 8.66% |
$39.8K - $42.8K
|
7.67K
$431K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$50.9 - $56.8
|
4.8K
$270K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12KNew |
$610K - $681K
|
12K
$673K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
58.4K+ 313.87% |
$2.97M - $3.32M
|
77K
$4.33M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
451+ 469.79% |
$22.9K - $25.6K
|
547
$30.7K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3- 7.89% |
$153 - $170
|
35
$1.97K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.2K+ 5.12% |
$1.13M - $1.26M
|
455K
$25.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
364+ 0.08% |
$18.5K - $20.7K
|
438K
$24.6M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-10K- 73.9% |
$509K - $568K
|
3.53K
$198K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 10.95% |
$2.64K - $2.79K
|
527
$29.6K
|