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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.58K- 26.02% |
$83.8K - $91K
|
13K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.19K- 70.47% |
$21.8K - $23.7K
|
500
$12.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-162- 16.02% |
$2.97K - $3.22K
|
849
$22K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.5KNew |
$485K - $527K
|
26.5K
$686K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.55K- 10.31% |
$28.4K - $30.9K
|
13.5K
$350K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.11KNew |
$93.6K - $102K
|
5.11K
$132K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$18.3K - $19.9K
|
1K
$25.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-436- 9.42% |
$7.98K - $8.67K
|
4.19K
$109K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.8K- 42.99% |
$455K - $490K
|
32.9K
$852K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 1.87% |
$36.7 - $39.5
|
109
$2.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$201K - $217K
|
11K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.97K- 97.85% |
$109K - $118K
|
131
$3.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
182New |
$3.34K - $3.59K
|
182
$4.71K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
940New |
$17.2K - $18.6K
|
940
$24.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.83K - $1.98K
|
100
$2.59K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.95K+ 6.06% |
$54.1K - $58.3K
|
51.7K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.73KNew |
$31.8K - $34.2K
|
1.73K
$44.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.56KNew |
$65.3K - $70.4K
|
3.56K
$92.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
36New |
$660 - $711
|
36
$932
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$348 - $375
|
19
$492
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.64K- 7.35% |
$122K - $131K
|
83.8K
$2.17M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-337- 1.95% |
$6.48K - $7.16K
|
16.9K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.59K- 49.2% |
$49.7K - $54.9K
|
2.67K
$69.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
52+ 0.41% |
$999 - $1.1K
|
12.6K
$326K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10KNew |
$193K - $213K
|
10K
$260K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
85New |
$1.63K - $1.81K
|
85
$2.2K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-833- 78.14% |
$16K - $17.7K
|
233
$6.03K
|
|
| Q2 2022 | |||||||
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
13KNew |
$250K - $325K
|
13K
$337K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.5KNew |
$28.8K - $37.4K
|
1.5K
$38.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8.13KClosed |
$156K - $203K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$254K - $330K
|
13.2K
$342K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13.5KClosed |
$259K - $336K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-43.5K- 73.44% |
$835K - $1.08M
|
15.7K
$407K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.9KClosed |
$209K - $272K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-60.7KClosed |
$1.16M - $1.51M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.9K- 58.86% |
$74.8K - $97.2K
|
2.73K
$70.6K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.48KClosed |
$182K - $236K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
356+ 3.56% |
$6.84K - $8.88K
|
10.4K
$268K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.45KClosed |
$85.4K - $111K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-8- 25.81% |
$154 - $200
|
23
$595
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$76.8 - $99.8
|
4
$104
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
770New |
$14.8K - $19.2K
|
770
$19.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-30.7KClosed |
$590K - $766K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-72.3KClosed |
$1.39M - $1.8M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-13KClosed |
$249K - $323K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
47+ 0.43% |
$902 - $1.17K
|
10.9K
$283K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-9.39KClosed |
$180K - $234K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
16.3K+ 31.2% |
$313K - $407K
|
68.6K
$1.77M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-377Closed |
$7.24K - $9.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.3KClosed |
$235K - $306K
|
0
$0
|
|