Latest Institutional Transactions on ETF Ser Sol Nationwide Nasdaq (NUSI)
This table provides information on the latest institutional transactions involving ETF Ser Sol Nationwide Nasdaq (NUSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.69KNew |
$98.7K - $222K
|
8.69K
$225K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
15.2KNew |
$173K - $388K
|
15.2K
$395K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.45K- 29.25% |
$50.6K - $114K
|
10.8K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6K+ 261.17% |
$347K - $780K
|
42.3K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08KNew |
$12.3K - $27.6K
|
1.08K
$28K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.8K- 58.38% |
$180K - $404K
|
11.3K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
64New |
$727 - $1.63K
|
64
$1.66K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
91+ 0.54% |
$1.03K - $2.32K
|
16.8K
$436K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-21- 11.48% |
$239 - $536
|
162
$4.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7KNew |
$234K - $252K
|
10.7K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 0.05% |
$154 - $165
|
14.1K
$367K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-538- 4.25% |
$11.8K - $12.7K
|
12.1K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.86K- 20.77% |
$172K - $186K
|
30K
$778K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-557- 12.6% |
$12.2K - $13.2K
|
3.86K
$100K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
155New |
$3.4K - $3.66K
|
155
$4.02K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$56.1K - $60.4K
|
2.56K
$66.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-936- 0.71% |
$20.5K - $22.1K
|
131K
$3.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.94% |
$746 - $803
|
1.79K
$46.4K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-628- 7.42% |
$12.2K - $14.1K
|
7.83K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.4K+ 10.52% |
$27.2K - $31.5K
|
14.7K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
98New |
$1.91K - $2.2K
|
98
$2.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.9K- 23.38% |
$387K - $447K
|
65.2K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$953 - $1.1K
|
49
$1.27K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 2.27% |
$19.5 - $22.5
|
45
$1.17K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
26.3KNew |
$512K - $591K
|
26.3K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5KNew |
$204K - $235K
|
10.5K
$271K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1KNew |
$313K - $362K
|
16.1K
$417K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
125KNew |
$2.43M - $2.81M
|
125K
$3.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.06KNew |
$20.6K - $23.8K
|
1.06K
$27.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12K- 47.81% |
$234K - $270K
|
13.1K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 2.13% |
$97.3 - $112
|
240
$6.23K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.56K- 31.51% |
$88.6K - $102K
|
9.9K
$257K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-495- 0.67% |
$9.94K - $11K
|
73.1K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.78KNew |
$35.7K - $39.3K
|
1.78K
$46.1K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-7.07K- 39.12% |
$142K - $156K
|
11K
$285K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$2.01K - $2.21K
|
100
$2.59K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-197- 1.76% |
$3.96K - $4.36K
|
11K
$285K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.4KNew |
$88.3K - $97.3K
|
4.4K
$114K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30Closed |
$579 - $649
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$234K - $263K
|
12.1K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13KNew |
$251K - $282K
|
13K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.08KNew |
$98.1K - $110K
|
5.08K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.4K- 61.86% |
$316K - $354K
|
10.1K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35New |
$676 - $757
|
35
$908
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-600- 5.53% |
$11.6K - $13K
|
10.3K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 1.23% |
$96.5 - $108
|
410
$10.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$241K - $271K
|
12.5K
$324K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.9KNew |
$191K - $214K
|
9.9K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.1K- 54.13% |
$271K - $304K
|
11.9K
$309K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$39.5K - $44.3K
|
2.05K
$53K
|
|