Purchases and Sales Made in Q1 2023 in Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET) during Q1 2023. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II VIRTUS TERRAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
159K+ 119.06% |
$4.15M - $4.48M
|
292K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.7KNew |
$1.35M - $1.46M
|
51.7K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.2K+ 134110.0% |
$1.05M - $1.14M
|
40.3K
$1.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.2KNew |
$869K - $939K
|
33.2K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.9K+ 35.19% |
$444K - $479K
|
65.1K
$2.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.1K+ 39.12% |
$316K - $341K
|
42.9K
$1.65M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.1K+ 4.09% |
$81.2K - $87.7K
|
78.9K
$3.03M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.02K+ 5.63% |
$52.9K - $57.2K
|
37.9K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.2K+ 10.99% |
$31.4K - $33.9K
|
12.1K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 9.72% |
$28.3K - $30.5K
|
12.2K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.03KNew |
$27.1K - $29.2K
|
1.03K
$39.7K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
921New |
$24.1K - $26K
|
921
$35.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
870+ 3.46% |
$22.8K - $24.6K
|
26K
$998K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
425New |
$11.1K - $12K
|
425
$16.3K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
291+ 3.91% |
$7.62K - $8.23K
|
7.72K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
175New |
$4.58K - $4.95K
|
175
$6.72K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
103+ 1.33% |
$2.7K - $2.91K
|
7.87K
$302K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5New |
$131 - $141
|
5
$192
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-806- 1.55% |
$21.1K - $22.8K
|
51.3K
$1.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-925- 5.31% |
$24.2K - $26.2K
|
16.5K
$633K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.11K- 4.89% |
$29K - $31.3K
|
21.5K
$827K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 21.05% |
$52.4K - $56.6K
|
7.5K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 2.88% |
$67.2K - $72.6K
|
86.6K
$3.33M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-18.1K- 10.8% |
$473K - $511K
|
149K
$5.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-61.6K- 24.58% |
$1.61M - $1.74M
|
189K
$7.26M
|