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 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13KNew |
$251K - $282K
|
13K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$241K - $271K
|
12.5K
$324K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$234K - $263K
|
12.1K
$315K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.9KNew |
$191K - $214K
|
9.9K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.08KNew |
$98.1K - $110K
|
5.08K
$132K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$39.5K - $44.3K
|
2.05K
$53K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35New |
$676 - $757
|
35
$908
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 1.23% |
$96.5 - $108
|
410
$10.6K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.5KNew |
$485K - $527K
|
26.5K
$687K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.11KNew |
$93.6K - $102K
|
5.11K
$133K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$18.3K - $19.9K
|
1K
$25.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$201K - $217K
|
11K
$285K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.56KNew |
$65.3K - $70.4K
|
3.56K
$92.4K
|
|
|
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
$45K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
940New |
$17.2K - $18.6K
|
940
$24.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
182New |
$3.34K - $3.59K
|
182
$4.72K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.83K - $1.98K
|
100
$2.59K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
36New |
$660 - $711
|
36
$934
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$348 - $375
|
19
$493
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 1.87% |
$36.7 - $39.5
|
109
$2.83K
|
|
| Q3 2022 | |||||||
|
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
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
52+ 0.41% |
$999 - $1.1K
|
12.6K
$327K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
16.3K+ 31.2% |
$313K - $407K
|
68.6K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$254K - $330K
|
13.2K
$343K
|
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
13KNew |
$250K - $325K
|
13K
$338K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.5KNew |
$28.8K - $37.4K
|
1.5K
$38.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
770New |
$14.8K - $19.2K
|
770
$20K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
356+ 3.56% |
$6.84K - $8.88K
|
10.4K
$269K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
47+ 0.43% |
$902 - $1.17K
|
10.9K
$284K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$76.8 - $99.8
|
4
$104
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.07KNew |
$25.3K - $29.9K
|
1.07K
$27.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.3KNew |
$198K - $213K
|
7.3K
$189K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
300New |
$8.14K - $8.75K
|
300
$7.78K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
CALL |
1New |
$27.1 - $29.2
|
1
$25.9
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
699New |
$19.2K - $20.2K
|
699
$18.1K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.6KNew |
$118K - $127K
|
4.6K
$119K
|
|