Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
149KNew |
$4.84M - $5.49M
|
149K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.7K+ 77.38% |
$1.9M - $2.16M
|
134K
$5.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
41.5K+ 179.3% |
$1.35M - $1.53M
|
64.6K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.9KNew |
$1.33M - $1.51M
|
40.9K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.7K+ 52.47% |
$543K - $616K
|
48.6K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 7.72% |
$459K - $520K
|
197K
$7.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6K+ 46.76% |
$443K - $502K
|
42.8K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9K+ 170.55% |
$292K - $331K
|
14.3K
$548K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.01K+ 8.18% |
$260K - $295K
|
106K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.37K+ 7.6% |
$174K - $197K
|
75.9K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.91K+ 34.95% |
$127K - $144K
|
15.1K
$580K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 14.34% |
$62.6K - $71K
|
15.4K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.44K+ 72.0% |
$46.7K - $53K
|
3.44K
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
360New |
$11.7K - $13.2K
|
360
$13.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
115+ 1.64% |
$3.73K - $4.23K
|
7.12K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 0.83% |
$713 - $809
|
2.67K
$103K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4+ 36.36% |
$130 - $147
|
15
$576
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-336- 0.29% |
$10.9K - $12.4K
|
116K
$4.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-391- 0.99% |
$12.7K - $14.4K
|
39.3K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 2.59% |
$13K - $14.7K
|
15.1K
$578K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-807- 3.48% |
$26.2K - $29.7K
|
22.4K
$859K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.22K- 9.11% |
$39.4K - $44.7K
|
12.1K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.26K- 3.01% |
$40.9K - $46.4K
|
40.6K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.9K- 73.58% |
$547K - $620K
|
6.06K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72.2K- 55.84% |
$2.34M - $2.66M
|
57.1K
$2.19M
|