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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29- 96.67% |
$1.08K - $1.25K
|
1
$57.4
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-108- 0.02% |
$4.02K - $4.64K
|
484K
$27.8M
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-837- 1.62% |
$31.1K - $36K
|
50.9K
$2.92M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.4K- 4.12% |
$89.1K - $103K
|
55.7K
$3.2M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.71K- 24.5% |
$212K - $245K
|
17.6K
$1.01M
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.82K- 3.74% |
$253K - $293K
|
175K
$10.1M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18.8K- 73.27% |
$699K - $809K
|
6.86K
$394K
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-20K- 8.04% |
$743K - $859K
|
229K
$13.1M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25.9K- 24.83% |
$964K - $1.11M
|
78.5K
$4.51M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.7K- 22.52% |
$1.33M - $1.53M
|
123K
$7.04M
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-65.2K- 14.12% |
$2.42M - $2.8M
|
396K
$22.8M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-147K- 70.66% |
$5.48M - $6.34M
|
61.2K
$3.52M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-215K- 64.94% |
$7.99M - $9.24M
|
116K
$6.66M
|