Purchases and Sales Made in Q4 2022 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
745K+ 12.82% |
$27.7M - $32M
|
6.56M
$376M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
560KNew |
$20.8M - $24.1M
|
560K
$32.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
261KNew |
$9.71M - $11.2M
|
261K
$15M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
138K+ 18.39% |
$5.13M - $5.93M
|
887K
$50.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
97.3K+ 8.35% |
$3.62M - $4.18M
|
1.26M
$72.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
80K+ 21.36% |
$2.97M - $3.44M
|
454K
$26.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.3K+ 12.17% |
$2.84M - $3.28M
|
703K
$40.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
51.1K+ 14.04% |
$1.9M - $2.2M
|
415K
$23.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41.9K+ 5.76% |
$1.56M - $1.8M
|
769K
$44.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
40.6KNew |
$1.51M - $1.74M
|
40.6K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2KNew |
$1.35M - $1.56M
|
36.2K
$2.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
33.4K+ 4.41% |
$1.24M - $1.44M
|
791K
$45.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.2K+ 49.19% |
$1.2M - $1.39M
|
97.7K
$5.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
30.3K+ 408.87% |
$1.13M - $1.3M
|
37.7K
$2.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
29.1KNew |
$1.08M - $1.25M
|
29.1K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
28.1KNew |
$1.04M - $1.21M
|
28.1K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.4KNew |
$757K - $875K
|
20.4K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.9KNew |
$741K - $857K
|
19.9K
$1.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.9KNew |
$704K - $814K
|
18.9K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.6K+ 16.88% |
$692K - $800K
|
129K
$7.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
18.4K+ 49.42% |
$685K - $792K
|
55.7K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9KNew |
$664K - $768K
|
17.9K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
17.6K+ 56.07% |
$654K - $756K
|
49K
$2.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
15.1K+ 20.45% |
$561K - $649K
|
88.9K
$5.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3KNew |
$496K - $574K
|
13.3K
$766K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$408K - $472K
|
11K
$631K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11KNew |
$408K - $472K
|
11K
$631K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.57K+ 151.38% |
$356K - $412K
|
15.9K
$913K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.52K+ 2.08% |
$354K - $409K
|
467K
$26.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.48K+ 57.91% |
$353K - $408K
|
25.9K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.8KNew |
$253K - $292K
|
6.8K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.25K+ 25.68% |
$232K - $269K
|
30.6K
$1.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.31KNew |
$197K - $228K
|
5.31K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.35K+ 4.31% |
$162K - $187K
|
105K
$6.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.5KNew |
$130K - $151K
|
3.5K
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.31K+ 15.11% |
$85.8K - $99.3K
|
17.6K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.49K+ 3.27% |
$55.4K - $64.1K
|
47.1K
$2.7M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 0.59% |
$51.5K - $59.5K
|
234K
$13.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.09K+ 4.57% |
$40.5K - $46.8K
|
24.9K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
599+ 0.47% |
$22.3K - $25.8K
|
127K
$7.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
575New |
$21.4K - $24.7K
|
575
$33K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
443+ 220.4% |
$16.5K - $19K
|
644
$37K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
442+ 6.5% |
$16.4K - $19K
|
7.25K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
269New |
$10K - $11.6K
|
269
$15.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
179+ 1.86% |
$6.66K - $7.7K
|
9.83K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91+ 4.15% |
$3.38K - $3.91K
|
2.28K
$131K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 44.0% |
$1.64K - $1.89K
|
144
$8.27K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
38New |
$1.41K - $1.63K
|
38
$2.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27New |
$1K - $1.16K
|
27
$1.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11+ 0.19% |
$409 - $473
|
5.88K
$338K
|