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 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$40.8 - $44.7
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44- 30.56% |
$1.8K - $1.97K
|
100
$5.74K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70- 0.4% |
$2.86K - $3.13K
|
17.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-185- 3.48% |
$7.55K - $8.27K
|
5.13K
$294K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-544- 1.94% |
$22.2K - $24.3K
|
27.5K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-560- 8.23% |
$22.8K - $25K
|
6.24K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-683- 0.54% |
$27.9K - $30.5K
|
127K
$7.27M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-762- 4.27% |
$31.1K - $34.1K
|
17.1K
$982K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.01K- 3.48% |
$41.3K - $45.3K
|
28.1K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.35K- 19.62% |
$54.9K - $60.2K
|
5.52K
$317K
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.48K- 1.08% |
$101K - $111K
|
226K
$13M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.56K- 0.9% |
$145K - $159K
|
393K
$22.6M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.64K- 24.2% |
$230K - $252K
|
17.7K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.14K- 1.27% |
$251K - $275K
|
478K
$27.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.3K- 31.61% |
$257K - $282K
|
13.6K
$783K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-11.8K- 31.43% |
$483K - $530K
|
25.8K
$1.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-16.5K- 40.75% |
$675K - $739K
|
24K
$1.38M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.9K- 68.83% |
$1.02M - $1.11M
|
11.3K
$648K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33.5K- 31.88% |
$1.37M - $1.5M
|
71.7K
$4.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-67.7K- 5.37% |
$2.76M - $3.03M
|
1.19M
$68.6M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-119K- 45.72% |
$4.87M - $5.34M
|
142K
$8.14M
|