Latest Institutional Purchases of ETF Ser Sol Nationwide Nasdaq (NUSI)
This list provides information on the latest institutional transactions involving ETF Ser Sol Nationwide Nasdaq (NUSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.53K+ 45.33% |
$85.5K - $192K
|
24.1K
$612K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
156+ 1.73% |
$1.77K - $3.98K
|
9.16K
$232K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
91+ 0.54% |
$1.03K - $2.32K
|
16.8K
$427K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
128K+ 68.87% |
$2.81M - $3.02M
|
314K
$7.96M
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
101KNew |
$2.21M - $2.38M
|
101K
$2.56M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.7KNew |
$498K - $536K
|
22.7K
$576K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
21.4KNew |
$469K - $505K
|
21.4K
$543K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.3K+ 19.56% |
$358K - $386K
|
99.9K
$2.53M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$240K - $258K
|
10.9K
$277K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7KNew |
$234K - $252K
|
10.7K
$271K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.97KNew |
$197K - $212K
|
8.97K
$227K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.19K+ 4.01% |
$180K - $193K
|
212K
$5.38M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.28K+ 29.16% |
$116K - $125K
|
23.4K
$594K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$56.1K - $60.4K
|
2.56K
$64.9K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.49K+ 9.61% |
$54.7K - $58.9K
|
28.4K
$722K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.32K+ 24.71% |
$50.9K - $54.8K
|
11.7K
$297K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 12.16% |
$26.3K - $28.3K
|
11.1K
$281K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
361+ 7.9% |
$7.92K - $8.52K
|
4.93K
$125K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
311+ 1.83% |
$6.82K - $7.34K
|
17.3K
$439K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
155New |
$3.4K - $3.66K
|
155
$3.93K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
70+ 0.76% |
$1.54K - $1.65K
|
9.26K
$235K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.94% |
$746 - $803
|
1.79K
$45.4K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
28New |
$614 - $661
|
28
$710
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 0.05% |
$154 - $165
|
14.1K
$359K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 1.74% |
$132 - $142
|
350
$8.88K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
125KNew |
$2.43M - $2.81M
|
125K
$3.18M
|
|
Feb 12, 2024
Q4 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
26.3KNew |
$512K - $591K
|
26.3K
$667K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1KNew |
$313K - $362K
|
16.1K
$408K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5KNew |
$204K - $235K
|
10.5K
$265K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.68K+ 36.07% |
$149K - $173K
|
29K
$735K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.4K+ 10.52% |
$27.2K - $31.5K
|
14.7K
$373K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.06KNew |
$20.6K - $23.8K
|
1.06K
$26.9K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
98New |
$1.91K - $2.2K
|
98
$2.49K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$953 - $1.1K
|
49
$1.24K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 2.13% |
$97.3 - $112
|
240
$6.09K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 2.27% |
$19.5 - $22.5
|
45
$1.14K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
15.2KNew |
$305K - $337K
|
15.2K
$386K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.4KNew |
$88.3K - $97.3K
|
4.4K
$112K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.78KNew |
$35.7K - $39.3K
|
1.78K
$45.1K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$2.01K - $2.21K
|
100
$2.54K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13KNew |
$251K - $282K
|
13K
$330K
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$241K - $271K
|
12.5K
$317K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$234K - $263K
|
12.1K
$308K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.9KNew |
$191K - $214K
|
9.9K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.08KNew |
$98.1K - $110K
|
5.08K
$129K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$39.5K - $44.3K
|
2.05K
$51.9K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35New |
$676 - $757
|
35
$888
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 1.23% |
$96.5 - $108
|
410
$10.4K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.5KNew |
$485K - $527K
|
26.5K
$672K
|