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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
135K+ 43.07% |
$1.54M - $3.45M
|
449K
$11.3M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6K+ 261.17% |
$347K - $780K
|
42.3K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.5KNew |
$278K - $625K
|
24.5K
$617K
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
15.2KNew |
$173K - $388K
|
15.2K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$117K - $262K
|
10.3K
$259K
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.69KNew |
$98.7K - $222K
|
8.69K
$219K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.53K+ 45.33% |
$85.5K - $192K
|
24.1K
$607K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.98K+ 3.0% |
$79.2K - $178K
|
239K
$6.03M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.83K+ 4.84% |
$54.9K - $123K
|
105K
$2.63M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.77K+ 6.24% |
$20.2K - $45.3K
|
30.2K
$760K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.49K+ 16.59% |
$16.9K - $38K
|
10.5K
$263K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.39K+ 4.19% |
$15.8K - $35.5K
|
34.6K
$871K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08KNew |
$12.3K - $27.6K
|
1.08K
$27.2K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
698+ 2.38% |
$7.93K - $17.8K
|
30K
$755K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
464+ 0.95% |
$5.27K - $11.8K
|
49.2K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
344+ 1.93% |
$3.91K - $8.78K
|
18.1K
$456K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
216+ 1.95% |
$2.45K - $5.51K
|
11.3K
$284K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
156+ 1.73% |
$1.77K - $3.98K
|
9.16K
$231K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
91+ 0.54% |
$1.03K - $2.32K
|
16.8K
$423K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
77+ 0.7% |
$875 - $1.97K
|
11K
$277K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
64New |
$727 - $1.63K
|
64
$1.61K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
54+ 1.09% |
$613 - $1.38K
|
4.99K
$125K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53New |
$602 - $1.35K
|
53
$1.33K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36+ 0.39% |
$409 - $919
|
9.29K
$234K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
7+ 2.0% |
$79.5 - $179
|
357
$8.98K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7KNew |
$234K - $252K
|
10.7K
$269K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$56.1K - $60.4K
|
2.56K
$64.4K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
155New |
$3.4K - $3.66K
|
155
$3.9K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.94% |
$746 - $803
|
1.79K
$45K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
28New |
$614 - $661
|
28
$704
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 0.05% |
$154 - $165
|
14.1K
$356K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
125KNew |
$2.43M - $2.81M
|
125K
$3.15M
|
|
Feb 12, 2024
Q4 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
26.3KNew |
$512K - $591K
|
26.3K
$662K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1KNew |
$313K - $362K
|
16.1K
$405K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5KNew |
$204K - $235K
|
10.5K
$263K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.4K+ 10.52% |
$27.2K - $31.5K
|
14.7K
$370K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.06KNew |
$20.6K - $23.8K
|
1.06K
$26.7K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
98New |
$1.91K - $2.2K
|
98
$2.47K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$953 - $1.1K
|
49
$1.23K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 2.13% |
$97.3 - $112
|
240
$6.04K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 2.27% |
$19.5 - $22.5
|
45
$1.13K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.4KNew |
$88.3K - $97.3K
|
4.4K
$111K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.78KNew |
$35.7K - $39.3K
|
1.78K
$44.7K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$2.01K - $2.21K
|
100
$2.52K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13KNew |
$251K - $282K
|
13K
$327K
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$241K - $271K
|
12.5K
$315K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$234K - $263K
|
12.1K
$306K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.9KNew |
$191K - $214K
|
9.9K
$249K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.08KNew |
$98.1K - $110K
|
5.08K
$128K
|