Purchases and Sales Made in Q1 2022 in ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Low Dura (PFLD) during Q1 2022. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM LOW DURA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
321KNew |
$7.46M - $8.03M
|
321K
$6.66M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 117.07% |
$4.46M - $4.8M
|
356K
$7.38M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
119KNew |
$2.76M - $2.98M
|
119K
$2.47M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
93.4K+ 59.96% |
$2.17M - $2.34M
|
249K
$5.17M
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
84.8K+ 84.44% |
$1.97M - $2.12M
|
185K
$3.84M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.2K+ 115.67% |
$1.44M - $1.55M
|
116K
$2.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
BUY
|
- |
59.1KNew |
$1.37M - $1.48M
|
59.1K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.3K+ 16.23% |
$1.17M - $1.26M
|
360K
$7.47M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.7K+ 97.53% |
$573K - $618K
|
50K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
23.7KNew |
$549K - $591K
|
23.7K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
23KNew |
$534K - $575K
|
23K
$477K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.2K+ 11.39% |
$399K - $430K
|
168K
$3.49M
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
16.8K+ 20.0% |
$391K - $421K
|
101K
$2.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.5KNew |
$338K - $364K
|
14.5K
$301K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 27.65% |
$326K - $351K
|
64.9K
$1.34M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.85KNew |
$206K - $221K
|
8.85K
$184K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.66K+ 14.67% |
$178K - $191K
|
59.9K
$1.24M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.94K+ 18.14% |
$138K - $148K
|
38.7K
$801K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.29K+ 34.81% |
$123K - $132K
|
20.5K
$425K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 10.17% |
$90.5K - $97.5K
|
42.2K
$875K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3KNew |
$69.6K - $75K
|
3K
$62.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.4K+ 2.43% |
$32.5K - $35K
|
59K
$1.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
800New |
$18.6K - $20K
|
800
$16.6K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$13.9K - $15K
|
600
$12.4K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
293+ 1010.34% |
$6.8K - $7.33K
|
322
$6.68K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
26+ 0.23% |
$603 - $650
|
11.2K
$231K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-145- 0.79% |
$3.37K - $3.63K
|
18.2K
$377K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-400- 44.2% |
$9.28K - $10K
|
505
$10.5K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.2KClosed |
$27.9K - $30K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.28K- 1.05% |
$52.8K - $56.9K
|
214K
$4.44M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.5KClosed |
$58K - $62.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.89K- 16.33% |
$113K - $122K
|
25.1K
$520K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-8.6K- 31.38% |
$200K - $215K
|
18.8K
$390K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.98K- 16.81% |
$208K - $225K
|
44.5K
$922K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.4KClosed |
$473K - $510K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.1K- 21.98% |
$583K - $628K
|
89.1K
$1.85M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40.3KClosed |
$935K - $1.01M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-89.9K- 44.65% |
$2.09M - $2.25M
|
111K
$2.31M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-158KClosed |
$3.68M - $3.96M
|
0
$0
|