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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42+ 0.36% |
$949 - $1.07K
|
11.8K
$284K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
8KNew |
$181K - $204K
|
8K
$193K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-28K- 16.84% |
$632K - $712K
|
138K
$3.34M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.25K+ 1.44% |
$73.3K - $82.6K
|
229K
$5.54M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.84K+ 21.33% |
$41.5K - $46.8K
|
10.5K
$253K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 60.91% |
$315K - $355K
|
8.96K
$216K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.7K- 55.99% |
$423K - $477K
|
14.7K
$356K
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
19.9KNew |
$448K - $505K
|
19.9K
$480K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.9K- 36.63% |
$88.1K - $99.3K
|
6.75K
$163K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.47K- 18.36% |
$124K - $139K
|
24.3K
$588K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.6K- 3.39% |
$36.1K - $40.6K
|
45.6K
$1.1M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-529- 1.2% |
$12K - $13.5K
|
43.7K
$1.06M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.35K- 33.1% |
$30.5K - $34.4K
|
2.73K
$66K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.8K+ 5.34% |
$244K - $274K
|
213K
$5.14M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.11% |
$203 - $229
|
8.23K
$199K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 46.38% |
$33.7K - $39.5K
|
4.57K
$110K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$240K - $281K
|
10.3K
$249K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
261New |
$6.08K - $7.12K
|
261
$6.31K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-223- 2.29% |
$5.19K - $6.09K
|
9.51K
$230K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.53KNew |
$222K - $260K
|
9.53K
$230K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-32- 4.79% |
$745 - $873
|
636
$15.4K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-24.2K- 21.33% |
$564K - $661K
|
89.4K
$2.16M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-240- 1.41% |
$5.59K - $6.55K
|
16.8K
$406K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.23K- 31.77% |
$75.3K - $88.3K
|
6.94K
$168K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 178.57% |
$23.2K - $27.4K
|
1.56K
$37.7K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.76KNew |
$87.2K - $103K
|
3.76K
$90.9K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.95% |
$787 - $933
|
3.6K
$87K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.4K- 69.51% |
$542K - $642K
|
10.3K
$248K
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.26K+ 7.35% |
$73.3K - $82.5K
|
47.6K
$1.15M
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.2K+ 3.03% |
$139K - $157K
|
211K
$5.09M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.95K- 10.43% |
$43.7K - $49.2K
|
16.7K
$404K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.6K- 62.23% |
$499K - $622K
|
14.9K
$360K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.5K+ 67.71% |
$132K - $164K
|
16.1K
$389K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$28.9K - $36K
|
1.42K
$34.4K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
390New |
$7.92K - $9.86K
|
390
$9.42K
|
|
Q3 2023 | |||||||
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-612- 4.65% |
$13K - $15.7K
|
12.6K
$303K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.02K+ 1.85% |
$21.7K - $26.1K
|
56.1K
$1.36M
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.9K+ 47.64% |
$183K - $197K
|
24.5K
$592K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-20.2K- 43.16% |
$467K - $503K
|
26.6K
$642K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.05K- 19.4% |
$47.4K - $51K
|
8.51K
$206K
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-232K- 93.22% |
$5.37M - $5.78M
|
16.9K
$408K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38KNew |
$32.7K - $38.1K
|
1.38K
$33.4K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6.47K- 8.42% |
$153K - $178K
|
70.4K
$1.7M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$35.5K - $41.3K
|
1.5K
$36.2K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
401New |
$9.19K - $10.6K
|
401
$9.69K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 1.84% |
$3.44K - $3.96K
|
8K
$193K
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
55+ 0.33% |
$1.26K - $1.45K
|
17K
$410K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.11K- 0.86% |
$70.9K - $88.4K
|
357K
$8.62M
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.6KNew |
$311K - $388K
|
13.6K
$330K
|