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 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
646New |
$28.7K - $30.4K
|
646
$37.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
605+ 0.79% |
$26.9K - $28.5K
|
77.3K
$4.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
597+ 2.17% |
$26.5K - $28.1K
|
28.1K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
572New |
$25.4K - $26.9K
|
572
$32.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
569+ 150.53% |
$25.3K - $26.8K
|
947
$54.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
550+ 4.85% |
$24.4K - $25.9K
|
11.9K
$683K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
543+ 6.24% |
$24.1K - $25.6K
|
9.25K
$531K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
500+ 10.0% |
$22.2K - $23.5K
|
5.5K
$316K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
451+ 715.87% |
$20K - $21.2K
|
514
$29.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
402New |
$17.8K - $18.9K
|
402
$23.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
160New |
$7.1K - $7.53K
|
160
$9.19K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
102New |
$4.53K - $4.8K
|
102
$5.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
84+ 0.82% |
$3.73K - $3.95K
|
10.4K
$596K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36New |
$1.6K - $1.69K
|
36
$2.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
35+ 0.32% |
$1.55K - $1.65K
|
11.1K
$637K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18+ 16.36% |
$799 - $847
|
128
$7.35K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$44.4 - $47.1
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-52- 1.02% |
$2.31K - $2.45K
|
5.05K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 70.33% |
$5.68K - $6.02K
|
54
$3.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-665- 2.94% |
$29.5K - $31.3K
|
21.9K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-676- 2.32% |
$30K - $31.8K
|
28.5K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-700- 3.0% |
$31.1K - $32.9K
|
22.6K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.51K- 6.29% |
$67.2K - $71.2K
|
22.6K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.36K- 32.91% |
$105K - $111K
|
4.8K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.42K- 4.82% |
$107K - $114K
|
47.7K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.85K- 1.49% |
$126K - $134K
|
188K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.08K- 1.13% |
$136K - $145K
|
268K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.21K- 13.51% |
$276K - $292K
|
39.8K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.66K- 3.65% |
$296K - $313K
|
176K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.31K- 3.45% |
$324K - $344K
|
204K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.92K- 45.63% |
$396K - $420K
|
10.6K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.4K- 97.04% |
$459K - $487K
|
316
$18.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.9K- 54.85% |
$482K - $511K
|
8.94K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-14.3K- 6.65% |
$636K - $675K
|
201K
$11.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-24.3K- 5.42% |
$1.08M - $1.14M
|
423K
$24.3M
|