Latest Institutional Transactions on ETF Ser Solutions Mcelhenny Sh (MSMR)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Mcelhenny Sh (MSMR) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2.21M- 81.48% |
$62.5M - $68.5M
|
502K
$15.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
322New |
$9.12K - $9.99K
|
322
$10.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.7K- 0.83% |
$48K - $52.6K
|
204K
$6.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5K- 30.35% |
$141K - $155K
|
11.5K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.98KNew |
$198K - $217K
|
6.98K
$221K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.3 - $31.2
|
1
$31.7
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-346- 2.19% |
$10.1K - $10.8K
|
15.4K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$376K - $400K
|
12.8K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.41K+ 67.22% |
$276K - $293K
|
23.4K
$742K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
860New |
$25.2K - $26.8K
|
860
$27.3K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4New |
$117 - $125
|
4
$127
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
341+ 1.38% |
$9.99K - $10.6K
|
25K
$792K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
112+ 0.25% |
$3.28K - $3.49K
|
45.4K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
54.6K+ 795.13% |
$1.6M - $1.7M
|
61.4K
$1.95M
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.3KNew |
$511K - $546K
|
17.3K
$550K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$351K - $375K
|
11.9K
$378K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
460New |
$12.9K - $13.7K
|
460
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 25.67% |
$66.2K - $70.3K
|
11.6K
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-206- 1.98% |
$5.78K - $6.13K
|
10.2K
$324K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
920+ 104.43% |
$0 - $25.9K
|
1.8K
$57.1K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4KNew |
$85.7K - $89.4K
|
4K
$127K
|
|