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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.1K+ 79.82% |
$1.42M - $1.48M
|
165K
$3.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22.2KNew |
$431K - $449K
|
22.2K
$434K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
5.19KNew |
$101K - $105K
|
5.19K
$101K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.22K+ 18.62% |
$81.8K - $85.3K
|
26.9K
$526K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.92K+ 4.59% |
$75.9K - $79.1K
|
89.3K
$1.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1KNew |
$40.7K - $42.4K
|
2.1K
$41K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
890+ 0.13% |
$17.3K - $18K
|
671K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50+ 1.85% |
$970 - $1.01K
|
2.75K
$53.8K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
432K+ 8.24% |
$8.73M - $9.02M
|
5.68M
$111M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
431K+ 23.44% |
$8.71M - $8.99M
|
2.27M
$44.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 40.73% |
$7.26M - $7.5M
|
1.24M
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151K+ 54.22% |
$3.04M - $3.14M
|
429K
$8.38M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
83.8KNew |
$1.69M - $1.75M
|
83.8K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
72.9K+ 235.37% |
$1.47M - $1.52M
|
104K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67K+ 12.91% |
$1.35M - $1.4M
|
586K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
60.1KNew |
$1.21M - $1.25M
|
60.1K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
36.5KNew |
$738K - $762K
|
36.5K
$714K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
27KNew |
$546K - $564K
|
27K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.9K+ 9.44% |
$524K - $541K
|
301K
$5.88M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.6KNew |
$517K - $533K
|
25.6K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.9KNew |
$482K - $498K
|
23.9K
$467K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3KNew |
$369K - $381K
|
18.3K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.9KNew |
$341K - $352K
|
16.9K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14KNew |
$283K - $292K
|
14K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 24.18% |
$262K - $270K
|
66.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 23.35% |
$203K - $210K
|
53.1K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10KNew |
$202K - $209K
|
10K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10K+ 39.33% |
$202K - $209K
|
35.4K
$693K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.8K+ 55.44% |
$198K - $204K
|
27.5K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.72K+ 56.35% |
$176K - $182K
|
24.2K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.38K+ 98.17% |
$129K - $133K
|
12.9K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.96K+ 6.89% |
$120K - $124K
|
92.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.15K+ 15.98% |
$104K - $107K
|
37.4K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.37K+ 7.86% |
$88.3K - $91.2K
|
60K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.91K+ 8.95% |
$58.8K - $60.7K
|
35.4K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.67K+ 1.64% |
$53.9K - $55.7K
|
165K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 1.42% |
$35.8K - $37K
|
126K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
500+ 1515.15% |
$10.1K - $10.4K
|
533
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
147+ 1.28% |
$2.97K - $3.07K
|
11.6K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 0.83% |
$2.55K - $2.63K
|
15.3K
$299K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
83+ 12.73% |
$1.68K - $1.73K
|
735
$14.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
72+ 0.66% |
$1.45K - $1.5K
|
11K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
169KNew |
$3.48M - $3.61M
|
169K
$3.31M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.1K+ 11.64% |
$784K - $813K
|
366K
$7.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.8KNew |
$531K - $551K
|
25.8K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8KNew |
$345K - $358K
|
16.8K
$329K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
13.2KNew |
$271K - $281K
|
13.2K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.6KNew |
$217K - $226K
|
10.6K
$207K
|
|