Purchases and Sales Made in Q1 2024 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
966KNew |
$47M - $52.1M
|
966K
$55.5M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
817KNew |
$39.8M - $44.1M
|
817K
$46.9M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
316K+ 52.7% |
$15.3M - $17M
|
914K
$52.5M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
228K+ 46.48% |
$11.1M - $12.3M
|
719K
$41.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
200K+ 56.02% |
$9.72M - $10.8M
|
557K
$32M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
131K+ 47.64% |
$6.36M - $7.05M
|
405K
$23.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 52.91% |
$5.94M - $6.58M
|
353K
$20.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107K+ 393.67% |
$5.2M - $5.76M
|
134K
$7.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
80.4K+ 22.66% |
$3.91M - $4.33M
|
435K
$25M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
76.7K+ 12.62% |
$3.73M - $4.14M
|
685K
$39.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
67.8K+ 40.24% |
$3.3M - $3.65M
|
236K
$13.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
57.3K+ 11.08% |
$2.79M - $3.09M
|
574K
$33M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
45.5K+ 3.75% |
$2.21M - $2.45M
|
1.26M
$72.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.7K+ 864.55% |
$2.18M - $2.41M
|
49.9K
$2.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
39.7K+ 518.29% |
$1.93M - $2.14M
|
47.3K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.9K+ 59.98% |
$1.89M - $2.1M
|
104K
$5.96M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.3K+ 201.81% |
$1.86M - $2.07M
|
57.3K
$3.29M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.7K+ 21.63% |
$1.64M - $1.82M
|
190K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.6K+ 16.1% |
$1.59M - $1.76M
|
235K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 3.5% |
$1.53M - $1.7M
|
932K
$53.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
29.7KNew |
$1.44M - $1.6M
|
29.7K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
29.5K+ 26.41% |
$1.44M - $1.59M
|
141K
$8.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.4K+ 6.97% |
$1.38M - $1.53M
|
436K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.9K+ 115.6% |
$1.26M - $1.4M
|
48.3K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.8K+ 465.83% |
$1.25M - $1.39M
|
31.3K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
24.8K+ 53.17% |
$1.21M - $1.34M
|
71.5K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8KNew |
$1.11M - $1.23M
|
22.8K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
21.9K+ 27.07% |
$1.07M - $1.18M
|
103K
$5.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
21.8K+ 17.58% |
$1.06M - $1.18M
|
146K
$8.37M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.2K+ 4.95% |
$982K - $1.09M
|
428K
$24.6M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19.8K+ 2.46% |
$961K - $1.06M
|
822K
$47.2M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
19.5K+ 16.95% |
$950K - $1.05M
|
135K
$7.74M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.7K+ 183.27% |
$859K - $953K
|
27.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.1KNew |
$734K - $814K
|
15.1K
$867K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
14.9K+ 229.01% |
$726K - $805K
|
21.4K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 153.81% |
$672K - $745K
|
22.8K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8KNew |
$624K - $692K
|
12.8K
$737K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
12.4K+ 11.68% |
$601K - $667K
|
118K
$6.79M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8K+ 93.51% |
$524K - $581K
|
22.3K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.31K+ 6.81% |
$453K - $502K
|
146K
$8.39M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
9.16K+ 1.4% |
$445K - $494K
|
662K
$38M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.13KNew |
$444K - $492K
|
9.13K
$524K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
8.25KNew |
$401K - $445K
|
8.25K
$474K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.99K+ 107.05% |
$389K - $431K
|
15.5K
$887K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.76KNew |
$377K - $418K
|
7.76K
$446K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.31KNew |
$355K - $394K
|
7.31K
$420K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.31KNew |
$355K - $394K
|
7.31K
$420K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
6.99K+ 3.8% |
$340K - $377K
|
191K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.61K+ 3.11% |
$321K - $356K
|
219K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.91K+ 16.16% |
$288K - $319K
|
42.5K
$2.44M
|