Purchases and Sales Made in Q4 2023 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
356K+ 112794.94% |
$15.2M - $17.7M
|
357K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
329K+ 75.73% |
$14M - $16.3M
|
763K
$43.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
275KNew |
$11.7M - $13.6M
|
275K
$15.8M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
219K+ 44.7% |
$9.32M - $10.9M
|
709K
$40.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
168KNew |
$7.17M - $8.37M
|
168K
$9.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
135K+ 1.92% |
$5.74M - $6.71M
|
7.16M
$411M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
100K+ 9.01% |
$4.27M - $4.99M
|
1.21M
$69.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.9KNew |
$2.76M - $3.22M
|
64.9K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.8K+ 31.18% |
$2.33M - $2.72M
|
231K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
52.7K+ 3.23% |
$2.24M - $2.62M
|
1.69M
$96.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.4K+ 14.76% |
$2.23M - $2.6M
|
407K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
48.2KNew |
$2.05M - $2.4M
|
48.2K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
46.7KNew |
$1.99M - $2.32M
|
46.7K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.9K+ 10.57% |
$1.66M - $1.93M
|
407K
$23.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
37.2K+ 7.75% |
$1.58M - $1.85M
|
517K
$29.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.5K+ 19.77% |
$1.42M - $1.66M
|
203K
$11.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
32KNew |
$1.36M - $1.59M
|
32K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
27.4KNew |
$1.17M - $1.36M
|
27.4K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
24.6K+ 24.72% |
$1.05M - $1.22M
|
124K
$7.12M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
22.4KNew |
$951K - $1.11M
|
22.4K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22.1K+ 2.83% |
$939K - $1.1M
|
802K
$46M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.5K+ 4.35% |
$871K - $1.02M
|
491K
$28.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 13.7% |
$799K - $934K
|
156K
$8.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18K+ 8.95% |
$765K - $894K
|
219K
$12.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
13.7K+ 1.66% |
$583K - $680K
|
837K
$48.1M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
12.5K+ 12.19% |
$533K - $622K
|
115K
$6.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 9.32% |
$496K - $579K
|
137K
$7.85M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$456K - $532K
|
10.7K
$615K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$443K - $517K
|
10.4K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.64KNew |
$410K - $479K
|
9.64K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.41KNew |
$400K - $467K
|
9.41K
$540K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.33K+ 13.54% |
$397K - $464K
|
78.2K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.98KNew |
$382K - $446K
|
8.98K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.84K+ 1307.0% |
$334K - $390K
|
8.44K
$485K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.84K+ 3.84% |
$333K - $389K
|
212K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.7K+ 72.47% |
$328K - $383K
|
18.3K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
7.5K+ 7.18% |
$319K - $373K
|
112K
$6.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.23K+ 69.18% |
$307K - $359K
|
17.7K
$1.01M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.16KNew |
$305K - $356K
|
7.16K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7.16K+ 7.25% |
$304K - $355K
|
106K
$6.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.52KNew |
$277K - $324K
|
6.52K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.9K+ 7.85% |
$251K - $293K
|
81K
$4.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.82KNew |
$247K - $289K
|
5.82K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.09K+ 0.84% |
$216K - $253K
|
608K
$34.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.43K+ 533.33% |
$189K - $220K
|
5.26K
$302K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.22K+ 12.73% |
$179K - $210K
|
37.4K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.77K+ 3.32% |
$160K - $187K
|
117K
$6.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.27K+ 9.86% |
$139K - $162K
|
36.4K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.12K+ 19.62% |
$133K - $155K
|
19K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.02K+ 3.91% |
$129K - $150K
|
80.3K
$4.61M
|