Purchases and Sales Made in Q3 2024 in ETF Ser Solutions Clearshares (OCIO)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OCIO) during Q3 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS CLEARSHARES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.3KNew |
$1.43M - $1.56M
|
45.3K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.74K+ 23.13% |
$181K - $197K
|
30.5K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.27K+ 11.83% |
$135K - $147K
|
40.4K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.18KNew |
$100K - $109K
|
3.18K
$111K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-15- 78.95% |
$474 - $516
|
4
$139
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 3.85% |
$41.7K - $45.5K
|
33K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.23K- 6.44% |
$70.2K - $76.5K
|
32.4K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.17K- 1.7% |
$100K - $109K
|
183K
$6.37M
|