Purchases and Sales Made in Q3 2022 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
724K+ 14.24% |
$26.7M - $32.2M
|
5.81M
$334M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
232K+ 24860.45% |
$8.56M - $10.3M
|
233K
$13.4M
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
184K+ 18.71% |
$6.77M - $8.16M
|
1.16M
$66.9M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
104KNew |
$3.85M - $4.64M
|
104K
$6M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46.1K+ 6.78% |
$1.7M - $2.05M
|
727K
$41.7M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46K+ 71.59% |
$1.7M - $2.05M
|
110K
$6.33M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.8K+ 27.36% |
$1.65M - $1.99M
|
209K
$12M
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
39.5K+ 5.56% |
$1.46M - $1.76M
|
749K
$43M
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
38.2K+ 11.71% |
$1.41M - $1.7M
|
364K
$20.9M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.4K+ 133.01% |
$1.38M - $1.66M
|
65.5K
$3.76M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35K+ 38.18% |
$1.29M - $1.56M
|
127K
$7.28M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35K+ 38.18% |
$1.29M - $1.56M
|
127K
$7.28M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
31.4KNew |
$1.16M - $1.4M
|
31.4K
$1.8M
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
29.6K+ 8.58% |
$1.09M - $1.32M
|
374K
$21.5M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.7KNew |
$947K - $1.14M
|
25.7K
$1.47M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.5K+ 5.89% |
$940K - $1.13M
|
458K
$26.3M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 3.66% |
$815K - $983K
|
627K
$36M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3KNew |
$564K - $680K
|
15.3K
$878K
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
13.8K+ 23.05% |
$510K - $615K
|
73.8K
$4.24M
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
10K+ 36.75% |
$369K - $445K
|
37.3K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9.65KNew |
$356K - $429K
|
9.65K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.85K+ 47.59% |
$290K - $349K
|
24.3K
$1.4M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.45K+ 45.11% |
$275K - $331K
|
23.9K
$1.38M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.45K+ 45.11% |
$275K - $331K
|
23.9K
$1.38M
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
7.4KNew |
$273K - $329K
|
7.4K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.85K+ 13.35% |
$253K - $305K
|
58.1K
$3.34M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.32KNew |
$233K - $281K
|
6.32K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.04K+ 4.17% |
$149K - $180K
|
101K
$5.79M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.85K+ 13.6% |
$105K - $127K
|
23.8K
$1.37M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.6K+ 18.91% |
$96.1K - $116K
|
16.4K
$940K
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.36K+ 2.71% |
$50.3K - $60.7K
|
51.7K
$2.97M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.2KNew |
$44.3K - $53.4K
|
1.2K
$68.9K
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
886+ 0.36% |
$32.7K - $39.4K
|
249K
$14.3M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
859New |
$31.7K - $38.2K
|
859
$49.3K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
713+ 11.71% |
$26.3K - $31.7K
|
6.8K
$391K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
360New |
$13.3K - $16K
|
360
$20.7K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
225+ 0.5% |
$8.3K - $10K
|
45.6K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
157+ 77.34% |
$5.79K - $6.98K
|
360
$20.7K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 54.55% |
$2.21K - $2.67K
|
170
$9.76K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.05% |
$332 - $400
|
17.2K
$986K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-283- 29.98% |
$10.4K - $12.6K
|
661
$38K
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.92K- 0.38% |
$108K - $130K
|
757K
$43.5M
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4K- 2.15% |
$148K - $178K
|
182K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.01K- 64.66% |
$148K - $178K
|
2.19K
$126K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9.64K- 47.87% |
$356K - $429K
|
10.5K
$603K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.3K- 76.72% |
$714K - $860K
|
5.87K
$337K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24K- 13.18% |
$887K - $1.07M
|
158K
$9.09M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.9K- 6.54% |
$1.25M - $1.51M
|
484K
$27.8M
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-38.8K- 7.76% |
$1.43M - $1.73M
|
462K
$26.5M
|