Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
637K+ 1188.38% |
$14.6M - $16.8M
|
691K
$16.5M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.4K+ 5.85% |
$514K - $591K
|
405K
$9.68M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.57K+ 65.88% |
$174K - $200K
|
19.1K
$455K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.54KNew |
$173K - $199K
|
7.54K
$180K
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.38K+ 4.49% |
$77.4K - $89.1K
|
78.5K
$1.88M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.1K+ 7.33% |
$25.1K - $28.9K
|
16K
$383K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
936+ 9.62% |
$21.5K - $24.7K
|
10.7K
$255K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
776+ 1.71% |
$17.8K - $20.5K
|
46.2K
$1.1M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
776+ 1.71% |
$17.8K - $20.5K
|
46.2K
$1.1M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
605+ 3.64% |
$13.9K - $16K
|
17.2K
$412K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
401New |
$9.19K - $10.6K
|
401
$9.58K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
388+ 4.85% |
$8.9K - $10.2K
|
8.39K
$200K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
357+ 0.19% |
$8.19K - $9.42K
|
191K
$4.57M
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
55+ 0.33% |
$1.26K - $1.45K
|
17K
$406K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 0.31% |
$986 - $1.14K
|
13.8K
$329K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18+ 0.04% |
$413 - $475
|
48.7K
$1.16M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 1.84% |
$3.44K - $3.96K
|
8K
$191K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-509- 4.71% |
$11.7K - $13.4K
|
10.3K
$246K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-597- 1.11% |
$13.7K - $15.8K
|
53.2K
$1.27M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.33K- 99.18% |
$30.5K - $35.2K
|
11
$263
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.09K- 6.09% |
$93.8K - $108K
|
63.1K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20K- 56.61% |
$458K - $528K
|
15.3K
$366K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-23.8K- 11.26% |
$546K - $629K
|
188K
$4.49M
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-114K- 59.67% |
$2.61M - $3M
|
76.9K
$1.84M
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-116K- 28.17% |
$2.65M - $3.06M
|
295K
$7.05M
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-126K- 67.41% |
$2.88M - $3.32M
|
60.8K
$1.45M
|