Purchases and Sales Made in Q3 2024 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
383K+ 37.1% |
$19.5M - $21.8M
|
1.42M
$81.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
265K+ 602.18% |
$13.5M - $15.1M
|
309K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 714.42% |
$6.11M - $6.82M
|
137K
$7.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
115K+ 2.15% |
$5.87M - $6.55M
|
5.49M
$315M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
111K+ 23.88% |
$5.63M - $6.29M
|
575K
$33M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.7K+ 9.42% |
$4.41M - $4.92M
|
1.01M
$57.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
68K+ 143.65% |
$3.46M - $3.86M
|
115K
$6.62M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
66K+ 5.16% |
$3.36M - $3.75M
|
1.35M
$77.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
58.4K+ 313.87% |
$2.97M - $3.32M
|
77K
$4.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1K+ 13.71% |
$1.74M - $1.94M
|
283K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.9K+ 3.32% |
$1.68M - $1.87M
|
1.03M
$58.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
28.6K+ 3.35% |
$1.46M - $1.63M
|
882K
$50.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.2K+ 5.12% |
$1.13M - $1.26M
|
455K
$26.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
20.6K+ 12.07% |
$1.05M - $1.17M
|
191K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
20.3K+ 13.59% |
$1.03M - $1.15M
|
170K
$9.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.1K+ 16.27% |
$1.02M - $1.14M
|
144K
$8.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.7K+ 8.97% |
$902K - $1.01M
|
215K
$12.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
17.7K+ 7.8% |
$900K - $1.01M
|
245K
$14M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
17.7KNew |
$899K - $1M
|
17.7K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
17.7KNew |
$899K - $1M
|
17.7K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
17.6K+ 31.87% |
$895K - $999K
|
72.8K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 1243.0% |
$650K - $726K
|
13.8K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12KNew |
$610K - $681K
|
12K
$688K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
11.7K+ 7.8% |
$593K - $662K
|
161K
$9.24M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$588K - $656K
|
11.6K
$663K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
11K+ 4.61% |
$558K - $623K
|
249K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.02K+ 41.92% |
$459K - $512K
|
30.5K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.86K+ 2.03% |
$451K - $503K
|
446K
$25.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
7.45KNew |
$379K - $423K
|
7.45K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.19K+ 16.92% |
$366K - $408K
|
49.7K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.11KNew |
$362K - $404K
|
7.11K
$408K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.5KNew |
$330K - $369K
|
6.5K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.45K+ 1.78% |
$328K - $366K
|
370K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.42K+ 2.05% |
$327K - $365K
|
319K
$18.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.9KNew |
$249K - $278K
|
4.9K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.53K+ 323.75% |
$230K - $257K
|
5.92K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.43K+ 12.17% |
$174K - $195K
|
31.6K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.13K+ 0.45% |
$159K - $178K
|
698K
$40.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.73K+ 7.51% |
$139K - $155K
|
39K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.64K+ 21.23% |
$134K - $150K
|
15.1K
$865K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2K+ 9.23% |
$102K - $114K
|
23.7K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.88KNew |
$95.4K - $107K
|
1.88K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.76K+ 1.16% |
$89.6K - $100K
|
153K
$8.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.32K+ 3.33% |
$67.3K - $75.1K
|
41.1K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.2K+ 0.97% |
$60.8K - $67.9K
|
125K
$7.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 8.49% |
$58.3K - $65.1K
|
14.7K
$841K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.12K+ 7.6% |
$56.7K - $63.3K
|
15.8K
$907K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.05K+ 5.44% |
$53.2K - $59.4K
|
20.3K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
929+ 47.74% |
$47.3K - $52.8K
|
2.88K
$165K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
506New |
$25.7K - $28.7K
|
506
$29.1K
|