Purchases and Sales Made in Q1 2023 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTION DISTILLATE US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
330KNew |
$13.5M - $14.7M
|
330K
$18.9M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
270K+ 232.85% |
$11M - $12.1M
|
386K
$22.2M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
263KNew |
$10.7M - $11.7M
|
263K
$15.1M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
217K+ 3.32% |
$8.87M - $9.73M
|
6.77M
$389M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100K+ 42.69% |
$4.08M - $4.47M
|
334K
$19.2M
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
88.2K+ 9.94% |
$3.6M - $3.94M
|
975K
$56M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
87.1K+ 19.16% |
$3.55M - $3.89M
|
541K
$31.1M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
84.6K+ 415.68% |
$3.45M - $3.78M
|
105K
$6.03M
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50.9K+ 6.62% |
$2.08M - $2.28M
|
820K
$47.1M
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28.7K+ 6.91% |
$1.17M - $1.28M
|
444K
$25.5M
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
27.2K+ 48.9% |
$1.11M - $1.22M
|
82.9K
$4.76M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.8KNew |
$1.05M - $1.15M
|
25.8K
$1.48M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4K+ 19.75% |
$1.04M - $1.14M
|
154K
$8.86M
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
23.8K+ 3.01% |
$972K - $1.07M
|
814K
$46.8M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 18.26% |
$914K - $1M
|
145K
$8.33M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.6K+ 27.54% |
$882K - $967K
|
100K
$5.75M
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
21.3K+ 3.8% |
$868K - $951K
|
581K
$33.4M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 34.1% |
$852K - $933K
|
82.1K
$4.71M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.8K+ 20.28% |
$809K - $886K
|
118K
$6.75M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.4K+ 81.44% |
$629K - $690K
|
34.4K
$1.97M
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
13.7K+ 28.04% |
$560K - $614K
|
62.7K
$3.6M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.7K+ 49.18% |
$519K - $569K
|
38.6K
$2.21M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 1.62% |
$464K - $508K
|
714K
$41M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$433K - $474K
|
10.6K
$609K
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.97KNew |
$407K - $446K
|
9.97K
$573K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.79KNew |
$277K - $304K
|
6.79K
$390K
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.77KNew |
$276K - $303K
|
6.77K
$389K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.86K+ 19.17% |
$239K - $262K
|
36.4K
$2.09M
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5.16K+ 5.8% |
$211K - $231K
|
94.1K
$5.4M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5KNew |
$204K - $224K
|
5K
$287K
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.7KNew |
$192K - $210K
|
4.7K
$270K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.13K+ 70.24% |
$169K - $185K
|
10K
$575K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 0.84% |
$160K - $175K
|
471K
$27.1M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.79K+ 5.0% |
$114K - $125K
|
58.5K
$3.36M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.58K+ 400.93% |
$105K - $115K
|
3.23K
$185K
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.4KNew |
$97.9K - $107K
|
2.4K
$138K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.43K+ 3.05% |
$58.5K - $64.1K
|
48.5K
$2.78M
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.09K+ 0.62% |
$44.6K - $48.9K
|
176K
$10.1M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
834+ 3.35% |
$34K - $37.3K
|
25.7K
$1.48M
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
752+ 4.73% |
$30.7K - $33.6K
|
16.6K
$956K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
584+ 1.15% |
$23.8K - $26.1K
|
51.5K
$2.96M
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
140New |
$5.71K - $6.26K
|
140
$8.04K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
110New |
$4.49K - $4.92K
|
110
$6.32K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
92+ 1.27% |
$3.75K - $4.11K
|
7.34K
$421K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86New |
$3.51K - $3.85K
|
86
$4.94K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
70+ 0.4% |
$2.86K - $3.13K
|
17.7K
$1.01M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
34+ 0.31% |
$1.39K - $1.52K
|
11K
$633K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26+ 0.15% |
$1.06K - $1.16K
|
17.2K
$988K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26+ 0.19% |
$1.06K - $1.16K
|
13.4K
$768K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4+ 0.33% |
$163 - $179
|
1.2K
$69.1K
|