Latest Institutional Transactions on ETF Ser Solutions Net Lease CO (NETL)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Net Lease CO (NETL) 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.7K- 40.53% |
$169K - $185K
|
11.3K
$310K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.7K- 66.24% |
$434K - $475K
|
10.1K
$276K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-735- 12.97% |
$16.2K - $17.7K
|
4.93K
$135K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.9K- 77.62% |
$460K - $503K
|
6.02K
$165K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.45K- 7.72% |
$53.8K - $58.9K
|
29.2K
$802K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
941+ 2.19% |
$20.7K - $22.7K
|
43.9K
$1.2M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.96% |
$749 - $819
|
3.57K
$97.8K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-331- 3.03% |
$7.29K - $7.97K
|
10.6K
$291K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-19K- 48.67% |
$418K - $457K
|
20K
$548K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
695+ 2.05% |
$15.3K - $16.7K
|
34.6K
$948K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.9K- 26.13% |
$262K - $287K
|
33.7K
$923K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.19K- 21.29% |
$26.2K - $28.6K
|
4.4K
$121K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.2K+ 11.73% |
$532K - $582K
|
230K
$6.31M
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10.2K- 8.06% |
$225K - $246K
|
116K
$3.19M
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.57K- 22.23% |
$56.6K - $61.9K
|
8.99K
$246K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.28K+ 2.18% |
$96.1K - $108K
|
200K
$5.49M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.79K- 86.61% |
$40.1K - $45.2K
|
276
$7.57K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.26K+ 7.35% |
$73.3K - $82.5K
|
47.6K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.2K+ 3.03% |
$139K - $157K
|
211K
$5.77M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.95K- 10.43% |
$43.7K - $49.2K
|
16.7K
$458K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.5K+ 67.71% |
$132K - $164K
|
16.1K
$441K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.6K- 62.23% |
$499K - $622K
|
14.9K
$409K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
390New |
$7.92K - $9.86K
|
390
$10.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$28.9K - $36K
|
1.42K
$39K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
560New |
$11.9K - $14.3K
|
560
$15.4K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.4K+ 176.91% |
$670K - $804K
|
49.2K
$1.35M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-612- 4.65% |
$13K - $15.7K
|
12.6K
$344K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.02K+ 1.85% |
$21.7K - $26.1K
|
56.1K
$1.54M
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.9K+ 47.64% |
$183K - $197K
|
24.5K
$671K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-20.2K- 43.16% |
$467K - $503K
|
26.6K
$729K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.05K- 19.4% |
$47.4K - $51K
|
8.51K
$233K
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-232K- 93.22% |
$5.37M - $5.78M
|
16.9K
$463K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38KNew |
$32.7K - $38.1K
|
1.38K
$37.9K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6.47K- 8.42% |
$153K - $178K
|
70.4K
$1.93M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$35.5K - $41.3K
|
1.5K
$41.1K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
401New |
$9.19K - $10.6K
|
401
$11K
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
55+ 0.33% |
$1.26K - $1.45K
|
17K
$466K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 1.84% |
$3.44K - $3.96K
|
8K
$219K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.11K- 0.86% |
$70.9K - $88.4K
|
357K
$9.78M
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.6KNew |
$311K - $388K
|
13.6K
$374K
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.6KNew |
$38.9K - $47.5K
|
1.6K
$43.7K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$244 - $298
|
10
$274
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-36KClosed |
$878K - $1.07M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-680- 7.4% |
$16.6K - $20.3K
|
8.51K
$233K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21.4KClosed |
$521K - $637K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1Closed |
$24.4 - $29.8
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-309KClosed |
$7.52M - $9.19M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
424New |
$10.3K - $12.6K
|
424
$11.6K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.97KClosed |
$72.5K - $88.5K
|
0
$0
|