Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.3K+ 287.03% |
$880K - $1.06M
|
55.6K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.4K+ 176.91% |
$670K - $804K
|
49.2K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29.9K+ 17.23% |
$638K - $765K
|
204K
$4.72M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.47K+ 5.55% |
$31.3K - $37.5K
|
27.9K
$647K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.41KNew |
$30K - $36K
|
1.41K
$32.6K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.02K+ 1.85% |
$21.7K - $26.1K
|
56.1K
$1.3M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
742+ 0.88% |
$15.8K - $19K
|
85.5K
$1.98M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
675+ 1.22% |
$14.4K - $17.3K
|
55.9K
$1.3M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
560New |
$11.9K - $14.3K
|
560
$13K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
306+ 2.09% |
$6.52K - $7.83K
|
15K
$347K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-612- 4.65% |
$13K - $15.7K
|
12.6K
$291K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-655- 7.78% |
$14K - $16.8K
|
7.76K
$180K
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-816- 1.02% |
$17.4K - $20.9K
|
78.9K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.56K- 13.46% |
$140K - $168K
|
42.2K
$977K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.59K- 26.91% |
$140K - $169K
|
17.9K
$415K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.85K- 1.23% |
$167K - $201K
|
631K
$14.6M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.4K- 25.33% |
$286K - $343K
|
39.5K
$915K
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-16.3K- 13.53% |
$348K - $417K
|
104K
$2.41M
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-106K- 33.2% |
$2.26M - $2.71M
|
213K
$4.94M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-245K- 58.85% |
$5.23M - $6.27M
|
172K
$3.97M
|