Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
167KNew |
$4.13M - $4.78M
|
167K
$6.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
110K+ 477.6% |
$2.72M - $3.15M
|
133K
$5.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
89.2KNew |
$2.2M - $2.55M
|
89.2K
$3.52M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
75.8KNew |
$1.87M - $2.17M
|
75.8K
$2.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
52.1KNew |
$1.29M - $1.49M
|
52.1K
$2.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30.8KNew |
$761K - $881K
|
30.8K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 53.71% |
$415K - $481K
|
48.2K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
12.4K+ 52.83% |
$306K - $355K
|
35.9K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.77KNew |
$192K - $222K
|
7.77K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35K+ 5.66% |
$33.2K - $38.5K
|
25.1K
$990K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.24K+ 12.61% |
$30.7K - $35.6K
|
11.1K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03KNew |
$25.3K - $29.3K
|
1.03K
$40.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
546New |
$13.5K - $15.6K
|
546
$21.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
300New |
$7.41K - $8.58K
|
300
$11.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
25+ 0.14% |
$617 - $715
|
17.4K
$687K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3+ 0.04% |
$74.1 - $85.8
|
7.43K
$293K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20- 40.0% |
$494 - $572
|
30
$1.18K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.33K- 1.7% |
$107K - $124K
|
251K
$9.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.3K- 40.38% |
$378K - $438K
|
22.6K
$892K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.5K- 70.05% |
$631K - $730K
|
10.9K
$431K
|