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 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.13K- 6.27% |
$54.9K - $60.9K
|
16.9K
$969K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.52K- 0.58% |
$74K - $82.1K
|
263K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.64K- 1.24% |
$79.5K - $88.1K
|
130K
$7.48M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.71K- 94.48% |
$83.3K - $92.3K
|
100
$5.74K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.74K- 3.66% |
$84.7K - $93.9K
|
45.8K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.91K- 0.87% |
$92.8K - $103K
|
217K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.61K- 0.73% |
$127K - $141K
|
355K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.56K- 19.41% |
$173K - $192K
|
14.8K
$848K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.93K- 27.46% |
$337K - $373K
|
18.3K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-14.8K- 0.88% |
$721K - $800K
|
1.67M
$96M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-63.2K- 4.66% |
$3.07M - $3.41M
|
1.29M
$74.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-70.7K- 11.27% |
$3.44M - $3.81M
|
557K
$32M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-210K- 49.53% |
$10.2M - $11.3M
|
213K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-238K- 33.61% |
$11.6M - $12.9M
|
471K
$27M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.81M- 25.27% |
$88M - $97.5M
|
5.35M
$307M
|