Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
35.5K+ 41.81% |
$822K - $885K
|
120K
$2.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.2K+ 8.09% |
$722K - $777K
|
417K
$9.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$411K - $442K
|
17.8K
$424K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.4K+ 4.37% |
$309K - $333K
|
319K
$7.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$278K - $299K
|
12K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$273K - $294K
|
11.8K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.9K+ 47.64% |
$183K - $197K
|
24.5K
$585K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.9K+ 47.64% |
$183K - $197K
|
24.5K
$585K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.01K+ 5.76% |
$69.6K - $74.9K
|
55.2K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.01K+ 5.76% |
$69.6K - $74.9K
|
55.2K
$1.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.02K+ 15.96% |
$46.7K - $50.3K
|
14.7K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.57K+ 1.89% |
$36.4K - $39.2K
|
84.8K
$2.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
408+ 0.24% |
$9.45K - $10.2K
|
174K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83+ 1.0% |
$1.92K - $2.07K
|
8.42K
$201K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-433- 2.92% |
$10K - $10.8K
|
14.4K
$343K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.58K- 2.79% |
$36.6K - $39.3K
|
55.1K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.85K- 11.0% |
$42.9K - $46.2K
|
15K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.05K- 19.4% |
$47.4K - $51K
|
8.51K
$203K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.63K- 4.74% |
$60.9K - $65.5K
|
52.9K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.09K- 19.03% |
$71.6K - $77.1K
|
13.2K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.38K- 4.06% |
$78.1K - $84.1K
|
79.7K
$1.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.8K- 18.17% |
$250K - $269K
|
48.7K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.7K- 40.07% |
$409K - $441K
|
26.4K
$632K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-20.2K- 43.16% |
$467K - $503K
|
26.6K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.2K- 9.51% |
$1.56M - $1.67M
|
639K
$15.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-232K- 93.22% |
$5.37M - $5.78M
|
16.9K
$404K
|