Purchases and Sales Made in Q3 2023 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.63MNew |
$72.5M - $76.9M
|
1.63M
$93.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
603KNew |
$26.8M - $28.4M
|
603K
$34.6M
|
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
490KNew |
$21.8M - $23.1M
|
490K
$28.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
453K+ 44.68% |
$20.1M - $21.3M
|
1.47M
$84.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
411KNew |
$18.2M - $19.3M
|
411K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 31.42% |
$9.59M - $10.2M
|
904K
$51.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
114KNew |
$5.05M - $5.35M
|
114K
$6.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
98.7KNew |
$4.38M - $4.65M
|
98.7K
$5.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
86.3K+ 8.39% |
$3.83M - $4.06M
|
1.11M
$64M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
64.7K+ 0.93% |
$2.87M - $3.04M
|
7.02M
$403M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8KNew |
$2.34M - $2.49M
|
52.8K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
52.2K+ 13.65% |
$2.32M - $2.45M
|
434K
$24.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
50.8K+ 9.18% |
$2.26M - $2.39M
|
605K
$34.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
43.4K+ 7.1% |
$1.93M - $2.04M
|
655K
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
27.3KNew |
$1.21M - $1.29M
|
27.3K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.8K+ 6.87% |
$1.01M - $1.07M
|
355K
$20.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
21.8K+ 4.76% |
$968K - $1.03M
|
480K
$27.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
20.2K+ 25.57% |
$898K - $952K
|
99.4K
$5.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
19.8K+ 23.93% |
$880K - $933K
|
103K
$5.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.9KNew |
$705K - $747K
|
15.9K
$912K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.9K+ 34.64% |
$660K - $700K
|
57.8K
$3.32M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 11.6% |
$633K - $671K
|
137K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2K+ 147.39% |
$586K - $621K
|
22.1K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
12.7K+ 3.61% |
$562K - $596K
|
363K
$20.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 33.64% |
$538K - $570K
|
48.1K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 3.11% |
$493K - $523K
|
368K
$21.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
10.4KNew |
$464K - $492K
|
10.4K
$600K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.93K+ 89.49% |
$396K - $420K
|
18.9K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
8.37K+ 1.03% |
$372K - $394K
|
823K
$47.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.22K+ 13.56% |
$365K - $387K
|
68.9K
$3.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
7.32K+ 7.54% |
$325K - $345K
|
104K
$5.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.18KNew |
$319K - $338K
|
7.18K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
6.96K+ 3.71% |
$309K - $327K
|
195K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.48K+ 3.98% |
$288K - $305K
|
169K
$9.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.87K+ 21.53% |
$261K - $276K
|
33.1K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.65K+ 13.88% |
$251K - $266K
|
46.4K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.59K+ 4.42% |
$248K - $263K
|
132K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.55K+ 35.19% |
$246K - $261K
|
21.3K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.75K+ 3.95% |
$211K - $224K
|
125K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.12K+ 10.21% |
$183K - $194K
|
44.5K
$2.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.51K+ 11.85% |
$156K - $165K
|
33.2K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.58K+ 26.1% |
$114K - $121K
|
12.4K
$714K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.05K+ 2.81% |
$91.1K - $96.6K
|
75.1K
$4.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.93K+ 0.41% |
$85.5K - $90.6K
|
471K
$27M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.13K+ 7.06% |
$50.3K - $53.3K
|
17.2K
$987K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
995+ 11.5% |
$44.2K - $46.8K
|
9.65K
$554K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
951+ 15.98% |
$42.2K - $44.8K
|
6.9K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
851+ 47.84% |
$37.8K - $40K
|
2.63K
$151K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
831New |
$36.9K - $39.1K
|
831
$47.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
812+ 0.1% |
$36K - $38.2K
|
780K
$44.8M
|