Latest Institutional Transactions on ETF Ser Solutions U S Global J (JETS)
This table provides information on the latest institutional transactions involving ETF Ser Solutions U S Global J (JETS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
CALL |
500KNew |
$8.49M - $10.5M
|
500K
$12.6M
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
4.38KNew |
$74.3K - $92.1K
|
4.38K
$110K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
198New |
$3.36K - $4.17K
|
198
$4.98K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-321- 1.28% |
$5.45K - $6.75K
|
24.7K
$620K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.7KNew |
$181K - $224K
|
10.7K
$268K
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-19.4K- 49.96% |
$329K - $407K
|
19.4K
$488K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$4.24K - $5.26K
|
250
$6.29K
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-6.08M- 99.52% |
$103M - $128M
|
29K
$729K
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.28K- 1.03% |
$55.6K - $69K
|
316K
$7.95M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 71.43% |
$170 - $210
|
4
$101
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.19K- 28.72% |
$105K - $130K
|
15.4K
$386K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
301New |
$5.11K - $6.33K
|
301
$7.57K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 17.41% |
$49.2K - $61K
|
13.8K
$346K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2KNew |
$33.9K - $42.1K
|
2K
$50.3K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.37K+ 47.68% |
$57.2K - $70.9K
|
10.4K
$262K
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-11K- 32.75% |
$187K - $232K
|
22.6K
$569K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.36K- 19.53% |
$40K - $49.7K
|
9.72K
$244K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$8.49K - $10.5K
|
500
$12.6K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250New |
$4.24K - $5.26K
|
250
$6.29K
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 40.0% |
$33.9 - $42.1
|
7
$176
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
9.36K+ 1.1% |
$159K - $197K
|
857K
$21.6M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-290- 34.52% |
$4.92K - $6.1K
|
550
$13.8K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$410K - $508K
|
24.1K
$607K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1KNew |
$17K - $21K
|
1K
$25.1K
|
|
Q4 2022 | |||||||
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-12KClosed |
$183K - $225K
|
0
$0
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.63K- 42.52% |
$70.5K - $86.7K
|
6.25K
$157K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
209New |
$3.19K - $3.92K
|
209
$5.25K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.14% |
$15.2 - $18.7
|
703
$17.7K
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-15.9K- 53.38% |
$242K - $297K
|
13.8K
$348K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-44.5K- 28.8% |
$678K - $834K
|
110K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-15.7K- 55.29% |
$239K - $294K
|
12.7K
$320K
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-745- 6.83% |
$11.4K - $14K
|
10.2K
$256K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 50.89% |
$181K - $223K
|
11.5K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
17.4KNew |
$265K - $326K
|
17.4K
$437K
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.1KNew |
$184K - $227K
|
12.1K
$304K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
280New |
$4.27K - $5.25K
|
280
$7.04K
|
|
Feb 13, 2023
Q4 2022
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-20K- 13.17% |
$305K - $375K
|
132K
$3.32M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
700New |
$10.7K - $13.1K
|
700
$17.6K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
840+ 323.08% |
$12.8K - $15.7K
|
1.1K
$27.7K
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$3.05M - $3.75M
|
200K
$5.03M
|
|
Feb 10, 2023
Q4 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
90KNew |
$1.37M - $1.69M
|
90K
$2.26M
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.9KNew |
$29K - $35.6K
|
1.9K
$47.8K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
521New |
$7.94K - $9.76K
|
521
$13.1K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.8KNew |
$195K - $240K
|
12.8K
$322K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
300New |
$4.57K - $5.62K
|
300
$7.54K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.18KNew |
$48.5K - $59.6K
|
3.18K
$80K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-59- 90.77% |
$899 - $1.11K
|
6
$151
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
15New |
$229 - $281
|
15
$377
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
688New |
$10.5K - $12.9K
|
688
$17.3K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3K+ 42.7% |
$45.7K - $56.2K
|
10K
$252K
|