Purchases and Sales Made in Q1 2023 in ETF Ser Solutions Net Lease CO (NETL)
This table provides information about the institutional ownership of ETF Ser Solutions Net Lease CO (NETL) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS NET LEASE CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
83.2KNew |
$1.97M - $2.29M
|
83.2K
$1.99M
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
72.1K+ 656.22% |
$1.71M - $1.99M
|
83.1K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
61.1K+ 32.54% |
$1.45M - $1.68M
|
249K
$5.95M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
56.7KNew |
$1.34M - $1.56M
|
56.7K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
24.2K+ 39.8% |
$572K - $666K
|
85K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.6KNew |
$392K - $457K
|
16.6K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.6K+ 2.25% |
$368K - $429K
|
706K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11K+ 3.73% |
$260K - $303K
|
306K
$7.31M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.05K+ 13.1% |
$143K - $167K
|
52.2K
$1.25M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.05K+ 13.1% |
$143K - $167K
|
52.2K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.36K+ 4.44% |
$55.9K - $65.1K
|
55.5K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.17K+ 19700.0% |
$51.2K - $59.7K
|
2.18K
$52K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99K+ 18.66% |
$47K - $54.8K
|
12.7K
$302K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$35.5K - $41.3K
|
1.5K
$35.8K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38KNew |
$32.7K - $38.1K
|
1.38K
$33.1K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
263+ 2.55% |
$6.22K - $7.24K
|
10.6K
$252K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
226+ 1.41% |
$5.34K - $6.22K
|
16.3K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50- 0.6% |
$1.18K - $1.38K
|
8.34K
$199K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-401- 2.33% |
$9.48K - $11K
|
16.8K
$402K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-517- 6.86% |
$12.2K - $14.2K
|
7.02K
$168K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-631- 3.67% |
$14.9K - $17.4K
|
16.6K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.55K- 5.62% |
$83.8K - $97.6K
|
59.5K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.25K- 22.29% |
$100K - $117K
|
14.8K
$354K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.58K- 9.4% |
$108K - $126K
|
44.1K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6.47K- 8.42% |
$153K - $178K
|
70.4K
$1.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 9.45% |
$427K - $497K
|
173K
$4.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.6K- 4.83% |
$463K - $539K
|
386K
$9.21M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-67.5K- 86.0% |
$1.6M - $1.86M
|
11K
$263K
|