Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$523K - $652K
|
25.8K
$616K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
25.3K+ 24.32% |
$514K - $641K
|
130K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.19K+ 9.93% |
$85K - $106K
|
46.3K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.04K+ 14.47% |
$82K - $102K
|
32K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.68K+ 24.54% |
$74.6K - $93K
|
18.7K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.36KNew |
$68.3K - $85.1K
|
3.36K
$80.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$28.9K - $36K
|
1.42K
$34K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
653+ 46.34% |
$13.3K - $16.5K
|
2.06K
$49.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
390New |
$7.92K - $9.86K
|
390
$9.32K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.1K- 26.98% |
$42.5K - $53K
|
5.67K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.26K- 15.05% |
$45.8K - $57K
|
12.7K
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.09K- 1.52% |
$62.7K - $78.1K
|
200K
$4.79M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.38K- 1.7% |
$68.7K - $85.6K
|
196K
$4.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-9.02K- 4.23% |
$183K - $228K
|
204K
$4.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.6K- 62.23% |
$499K - $622K
|
14.9K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.3K- 57.99% |
$655K - $816K
|
23.4K
$558K
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34.5K- 43.77% |
$701K - $874K
|
44.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-47.2K- 84.47% |
$958K - $1.19M
|
8.68K
$207K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-48.3K- 56.47% |
$981K - $1.22M
|
37.2K
$889K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-68.3K- 39.84% |
$1.39M - $1.73M
|
103K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-435K- 68.96% |
$8.84M - $11M
|
196K
$4.68M
|