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 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.91K+ 110.65% |
$124K - $145K
|
5.54K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.65K+ 11.74% |
$113K - $132K
|
25.2K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.51K+ 11.8% |
$107K - $125K
|
23.8K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.78K+ 6.5% |
$75.6K - $88.2K
|
29.1K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.71K+ 1712.0% |
$72.8K - $85.1K
|
1.81K
$104K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57K+ 3.25% |
$66.6K - $77.8K
|
49.7K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.31K+ 2.95% |
$55.9K - $65.2K
|
45.8K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.24K+ 10.42% |
$52.7K - $61.6K
|
13.1K
$754K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.18K+ 2.54% |
$50.1K - $58.5K
|
47.5K
$2.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.02KNew |
$43.5K - $50.8K
|
1.02K
$58.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1K+ 3.53% |
$42.7K - $49.9K
|
29.5K
$1.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
560+ 8.11% |
$23.8K - $27.8K
|
7.46K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
538+ 0.15% |
$22.9K - $26.7K
|
358K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
485+ 8.13% |
$20.6K - $24.1K
|
6.45K
$370K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
424+ 4.58% |
$18K - $21.1K
|
9.67K
$555K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
405New |
$17.2K - $20.1K
|
405
$23.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
361+ 1.29% |
$15.4K - $17.9K
|
28.4K
$1.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
317+ 0.17% |
$13.5K - $15.7K
|
188K
$10.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
283New |
$12K - $14.1K
|
283
$16.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
227+ 1.2% |
$9.66K - $11.3K
|
19.1K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
123+ 0.09% |
$5.23K - $6.11K
|
132K
$7.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 30.42% |
$4.3K - $5.02K
|
433
$24.9K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33New |
$1.4K - $1.64K
|
33
$1.89K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
12New |
$510 - $596
|
12
$689
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18- 14.06% |
$766 - $894
|
110
$6.32K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28- 0.29% |
$1.19K - $1.39K
|
9.62K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-119- 0.21% |
$5.06K - $5.91K
|
57.7K
$3.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-198- 0.88% |
$8.42K - $9.84K
|
22.4K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-273- 5.4% |
$11.6K - $13.6K
|
4.78K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-372- 65.03% |
$15.8K - $18.5K
|
200
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-590- 62.3% |
$25.1K - $29.3K
|
357
$20.5K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-595- 57.88% |
$25.3K - $29.6K
|
433
$24.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-664- 5.99% |
$28.2K - $33K
|
10.4K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-918- 7.38% |
$39.1K - $45.6K
|
11.5K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.21K- 11.62% |
$51.3K - $59.9K
|
9.17K
$526K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.28K- 14.31% |
$54.4K - $63.5K
|
7.66K
$440K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.72K- 0.26% |
$73.3K - $85.5K
|
653K
$37.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.76K- 5.78% |
$117K - $137K
|
45K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.85K- 0.32% |
$121K - $142K
|
901K
$51.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.16K- 7.94% |
$134K - $157K
|
36.6K
$2.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.3K- 1.23% |
$140K - $164K
|
265K
$15.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.33K- 19.39% |
$142K - $166K
|
13.9K
$796K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.94K- 17.95% |
$167K - $196K
|
18K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.9K- 0.97% |
$251K - $293K
|
599K
$34.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.02K- 1.66% |
$256K - $299K
|
357K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.6K- 5.43% |
$449K - $524K
|
184K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.6K- 90.21% |
$2.03M - $2.37M
|
5.17K
$297K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-56.4K- 13.72% |
$2.4M - $2.8M
|
355K
$20.4M
|