Latest Institutional Transactions on ETF Ser Solutions Lha Mkt St A (MSVX)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Lha Mkt St A (MSVX) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.31K+ 172.07% |
$117K - $132K
|
8.39K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
319+ 2.63% |
$7.04K - $7.92K
|
12.4K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.1K- 45.2% |
$377K - $424K
|
20.7K
$464K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 2.01% |
$23.7K - $26.6K
|
54.4K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.28K+ 3.61% |
$139K - $156K
|
180K
$4.03M
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.4K- 8.66% |
$641K - $662K
|
289K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-708- 2.91% |
$16.6K - $17.1K
|
23.6K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.76KNew |
$205K - $212K
|
8.76K
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.18K- 35.92% |
$121K - $125K
|
9.24K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.65K- 79.93% |
$38.6K - $39.8K
|
413
$9.24K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$23.5 - $24.3
|
1
$22.4
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.69K- 2.07% |
$157K - $162K
|
316K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.69K+ 54.2% |
$157K - $163K
|
19K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.53KNew |
$83K - $85.7K
|
3.53K
$78.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-46.2K- 84.1% |
$1.09M - $1.12M
|
8.73K
$195K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
52New |
$1.21K - $1.27K
|
52
$1.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 6.12% |
$78.6K - $82.7K
|
51.9K
$1.16M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.9K- 24.17% |
$67.8K - $70K
|
9.11K
$204K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
10KNew |
$234K - $241K
|
10K
$224K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
653New |
$15.4K - $16.3K
|
653
$14.6K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
653New |
$15.4K - $16.3K
|
653
$14.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.4KNew |
$663K - $698K
|
27.4K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.52K- 7.35% |
$60.9K - $64.2K
|
31.8K
$711K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 56.29% |
$298K - $314K
|
9.59K
$215K
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
643+ 3.85% |
$15.5K - $16.4K
|
17.3K
$388K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-320Closed |
$8.1K - $8.51K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-5.54KClosed |
$140K - $147K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-848Closed |
$21.2K - $22K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.7K+ 136.87% |
$667K - $693K
|
46.2K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
12New |
$300 - $312
|
12
$269
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.75KClosed |
$91.8K - $95.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-100KClosed |
$2.37M - $2.46M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.38KNew |
$99.9K - $110K
|
4.38K
$98K
|
|