Latest Institutional Purchases of ETF Ser Solutions Aam Low Dura (PFLD)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Aam Low Dura (PFLD) 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 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.3MNew |
$26.8M - $27.5M
|
1.3M
$27.3M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
405KNew |
$8.37M - $8.6M
|
405K
$8.52M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.5K+ 548.96% |
$2.06M - $2.11M
|
118K
$2.47M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.6K+ 9.08% |
$1.21M - $1.24M
|
704K
$14.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.8K+ 32.72% |
$1.05M - $1.08M
|
206K
$4.33M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48.3KNew |
$998K - $1.03M
|
48.3K
$1.02M
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
43.3K+ 7.8% |
$894K - $918K
|
598K
$12.6M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.6K+ 14.44% |
$570K - $585K
|
218K
$4.59M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.7KNew |
$448K - $460K
|
21.7K
$456K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.9K+ 5.88% |
$390K - $401K
|
340K
$7.16M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
18.1K+ 154.38% |
$373K - $383K
|
29.8K
$626K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12.7K+ 91.88% |
$263K - $270K
|
26.6K
$559K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11K+ 25.47% |
$228K - $234K
|
54.3K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.91K+ 16.24% |
$205K - $210K
|
70.9K
$1.49M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.74K+ 3.69% |
$181K - $186K
|
245K
$5.16M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.63K+ 10.48% |
$116K - $120K
|
59.4K
$1.25M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.44K+ 28.42% |
$113K - $116K
|
24.6K
$517K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.52K+ 2.89% |
$93.4K - $96K
|
161K
$3.39M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42K+ 3.84% |
$29.3K - $30.1K
|
38.3K
$806K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
805+ 11.55% |
$16.6K - $17.1K
|
7.78K
$164K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
614+ 5.31% |
$12.7K - $13K
|
12.2K
$256K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
315+ 1.71% |
$6.51K - $6.69K
|
18.8K
$395K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
132+ 0.8% |
$2.73K - $2.8K
|
16.7K
$351K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$2.07K - $2.12K
|
100
$2.1K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
923K+ 40.84% |
$19.3M - $19.8M
|
3.18M
$67M
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
135KNew |
$2.81M - $2.88M
|
135K
$2.83M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12.2KNew |
$256K - $262K
|
12.2K
$257K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.7KNew |
$203K - $208K
|
9.7K
$204K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1KNew |
$20.9K - $21.4K
|
1K
$21K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 37.04% |
$20.9K - $21.4K
|
3.7K
$77.8K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3KNew |
$204K - $219K
|
10.3K
$217K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57New |
$1.13K - $1.21K
|
57
$1.2K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 14.59% |
$953 - $1.02K
|
377
$7.93K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$497 - $533
|
25
$526
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$159 - $170
|
8
$168
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$19.9 - $21.3
|
1
$21
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4KNew |
$709K - $728K
|
34.4K
$723K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.2KNew |
$24.7K - $25.3K
|
1.2K
$25.1K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
184+ 1.48% |
$3.8K - $3.9K
|
12.6K
$265K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
140+ 0.82% |
$2.76K - $2.99K
|
17.3K
$364K
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
338K+ 105.51% |
$6.86M - $7.53M
|
658K
$13.8M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22KNew |
$446K - $490K
|
22K
$462K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
750New |
$15.2K - $16.7K
|
750
$15.8K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
672+ 5.33% |
$13.6K - $15K
|
13.3K
$279K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
590New |
$12.1K - $12.7K
|
590
$12.4K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
80New |
$1.63K - $1.72K
|
80
$1.68K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
49New |
$1K - $1.05K
|
49
$1.03K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
40New |
$817 - $860
|
40
$841
|
|
Q3 2022 | |||||||
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
4.3K+ 7.0% |
$91.8K - $99.3K
|
65.8K
$1.38M
|