Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
493KNew |
$14.5M - $15.8M
|
493K
$11.4M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.1K+ 21.65% |
$942K - $1.03M
|
180K
$4.18M
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
21.2K+ 14.82% |
$621K - $679K
|
164K
$3.8M
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
19K+ 6.54% |
$559K - $611K
|
310K
$7.18M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.7K+ 5.95% |
$548K - $599K
|
332K
$7.69M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
17.5K+ 10.5% |
$513K - $560K
|
184K
$4.25M
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
11.5K+ 5.77% |
$338K - $369K
|
211K
$4.89M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 660.94% |
$310K - $339K
|
12.2K
$282K
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
9.69KNew |
$284K - $311K
|
9.69K
$224K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8KNew |
$235K - $257K
|
8K
$185K
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
7.22K+ 2.2% |
$212K - $232K
|
336K
$7.78M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.21KNew |
$212K - $231K
|
7.21K
$167K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.04KNew |
$207K - $226K
|
7.04K
$163K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.31KNew |
$185K - $203K
|
6.31K
$146K
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
6.3K+ 2.29% |
$185K - $202K
|
281K
$6.51M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.91K+ 14.24% |
$173K - $190K
|
47.4K
$1.1M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.5KNew |
$132K - $144K
|
4.5K
$104K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.5K+ 39.69% |
$103K - $112K
|
12.3K
$285K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2.33K+ 32.42% |
$68.3K - $74.6K
|
9.5K
$220K
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.05K+ 5.3% |
$60.2K - $65.8K
|
40.8K
$945K
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.05K+ 5.3% |
$60.2K - $65.8K
|
40.8K
$945K
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
394+ 0.61% |
$11.6K - $12.6K
|
65.1K
$1.51M
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
142+ 0.73% |
$4.17K - $4.56K
|
19.6K
$453K
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
84+ 0.41% |
$2.47K - $2.7K
|
20.5K
$475K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-102- 1.51% |
$2.99K - $3.27K
|
6.67K
$155K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-157- 27.84% |
$4.61K - $5.04K
|
407
$9.43K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-191- 2.61% |
$5.61K - $6.13K
|
7.12K
$165K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-328- 3.59% |
$9.63K - $10.5K
|
8.8K
$204K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-895Closed |
$26.3K - $28.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.51K- 4.0% |
$103K - $113K
|
84.3K
$1.95M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.27KClosed |
$125K - $137K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.57KClosed |
$222K - $243K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.99KClosed |
$235K - $256K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.5KClosed |
$806K - $881K
|
0
$0
|