Purchases and Sales Made in Q2 2023 in ETF Ser Sol Nationwide Nasdaq (NUSI)
This table provides information about the institutional ownership of ETF Ser Sol Nationwide Nasdaq (NUSI) during Q2 2023. The information is specifically focused on institutions that hold shares of ETF SER SOL NATIONWIDE NASDAQ-.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.1K+ 20.07% |
$734K - $823K
|
228K
$5.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29K+ 85.89% |
$560K - $627K
|
62.7K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13.3KNew |
$257K - $288K
|
13.3K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13KNew |
$251K - $282K
|
13K
$342K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$241K - $271K
|
12.5K
$329K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$234K - $263K
|
12.1K
$319K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.8KNew |
$208K - $233K
|
10.8K
$283K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.9KNew |
$191K - $214K
|
9.9K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.48KNew |
$183K - $205K
|
9.48K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.26K+ 9.58% |
$179K - $200K
|
106K
$2.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.52K+ 47.84% |
$164K - $184K
|
26.3K
$692K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.65K+ 54.65% |
$148K - $166K
|
21.7K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.23K+ 5.49% |
$140K - $156K
|
139K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.08KNew |
$98.1K - $110K
|
5.08K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.27K+ 2.22% |
$82.4K - $92.4K
|
197K
$5.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.57K+ 22.48% |
$68.8K - $77.2K
|
19.4K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.82K+ 16.69% |
$54.5K - $61.1K
|
19.7K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.52K+ 18.17% |
$48.6K - $54.5K
|
16.4K
$431K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$39.5K - $44.3K
|
2.05K
$53.8K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.81K+ 7.6% |
$34.9K - $39.1K
|
25.6K
$673K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.53K+ 1.9% |
$29.5K - $33.1K
|
82.1K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
805+ 1.68% |
$15.5K - $17.4K
|
48.7K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
794+ 7.64% |
$15.3K - $17.2K
|
11.2K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
328+ 1.88% |
$6.33K - $7.1K
|
17.8K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
85+ 0.27% |
$1.64K - $1.84K
|
32.1K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 1.11% |
$811 - $909
|
3.82K
$100K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35New |
$676 - $757
|
35
$921
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
32+ 1.93% |
$618 - $692
|
1.69K
$44.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 1.93% |
$367 - $411
|
1.01K
$26.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.36% |
$116 - $130
|
1.68K
$44.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 2.21% |
$96.5 - $108
|
231
$6.08K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 1.23% |
$96.5 - $108
|
410
$10.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30Closed |
$579 - $649
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-201- 0.34% |
$3.88K - $4.35K
|
58.6K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-394- 3.89% |
$7.6K - $8.53K
|
9.74K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-429- 3.01% |
$8.28K - $9.28K
|
13.8K
$363K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-463- 3.11% |
$8.94K - $10K
|
14.4K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-600- 5.53% |
$11.6K - $13K
|
10.3K
$270K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-600- 4.06% |
$11.6K - $13K
|
14.2K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-979- 6.56% |
$18.9K - $21.2K
|
13.9K
$366K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 14.24% |
$29.9K - $33.5K
|
9.34K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.58K- 7.32% |
$30.4K - $34.1K
|
19.9K
$525K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.67K- 2.21% |
$32.1K - $36K
|
73.6K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.42K- 62.17% |
$46.8K - $52.5K
|
1.48K
$38.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.66K- 1.97% |
$51.4K - $57.6K
|
132K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.85K- 16.91% |
$54.9K - $61.6K
|
14K
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.61K- 8.06% |
$69.6K - $78K
|
41.1K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.26K- 12.68% |
$82.2K - $92.1K
|
29.3K
$771K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.28K- 9.6% |
$102K - $114K
|
49.7K
$1.31M
|