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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.69K+ 12.43% |
$277K - $307K
|
51.5K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
5.31KNew |
$258K - $286K
|
5.31K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.26KNew |
$256K - $283K
|
5.26K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.2KNew |
$253K - $280K
|
5.2K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.04K+ 59.67% |
$245K - $272K
|
13.5K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.77KNew |
$232K - $257K
|
4.77K
$274K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.66K+ 5.96% |
$227K - $251K
|
82.9K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.54KNew |
$221K - $245K
|
4.54K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.86K+ 73.36% |
$188K - $208K
|
9.12K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.79K+ 4.72% |
$184K - $204K
|
84.1K
$4.83M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.79KNew |
$184K - $204K
|
3.79K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.33K+ 13.99% |
$162K - $180K
|
27.1K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.06K+ 17.29% |
$149K - $165K
|
20.7K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.05K+ 1.74% |
$99.5K - $110K
|
120K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.83K+ 6.44% |
$89.1K - $98.8K
|
30.3K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.7KNew |
$82.4K - $91.4K
|
1.7K
$97.3K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.6K+ 15.38% |
$77.8K - $86.3K
|
12K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 419.05% |
$72.8K - $80.6K
|
1.85K
$106K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.37K+ 14.15% |
$66.6K - $73.8K
|
11K
$634K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.33K+ 4.85% |
$64.7K - $71.7K
|
28.8K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.27K+ 2.19% |
$61.6K - $68.3K
|
59K
$3.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.17K+ 16.3% |
$56.9K - $63.1K
|
8.35K
$479K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
972+ 2.6% |
$47.3K - $52.4K
|
38.3K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
891+ 873.53% |
$43.3K - $48K
|
993
$57K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
731+ 5.57% |
$35.5K - $39.4K
|
13.9K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
674+ 2.32% |
$32.8K - $36.3K
|
29.8K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
550+ 0.29% |
$26.7K - $29.7K
|
189K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
304+ 4.71% |
$14.8K - $16.4K
|
6.76K
$388K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
275+ 137.5% |
$13.4K - $14.8K
|
475
$27.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
243+ 60.0% |
$11.8K - $13.1K
|
648
$37.2K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
243New |
$11.8K - $13.1K
|
243
$14K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.82% |
$4.86K - $5.39K
|
5.6K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100+ 23.09% |
$4.86K - $5.39K
|
533
$30.6K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100+ 23.09% |
$4.86K - $5.39K
|
533
$30.6K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37+ 0.08% |
$1.8K - $1.99K
|
45K
$2.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30+ 0.29% |
$1.46K - $1.62K
|
10.5K
$600K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
11+ 0.19% |
$535 - $593
|
5.83K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10+ 0.21% |
$486 - $539
|
4.79K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-33Closed |
$1.6K - $1.78K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-119- 1.24% |
$5.79K - $6.42K
|
9.5K
$545K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-328- 1.47% |
$16K - $17.7K
|
22K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-351- 34.31% |
$17.1K - $18.9K
|
672
$38.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-402- 1.1% |
$19.5K - $21.7K
|
36K
$2.07M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-421- 0.85% |
$20.5K - $22.7K
|
49.3K
$2.83M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-495- 48.15% |
$24.1K - $26.7K
|
533
$30.6K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-876- 1.82% |
$42.6K - $47.2K
|
47.4K
$2.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-922- 2.88% |
$44.8K - $49.7K
|
31K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-981- 10.7% |
$47.7K - $52.9K
|
8.19K
$470K
|