Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
338K+ 105.51% |
$6.86M - $7.53M
|
658K
$13.6M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
314KNew |
$6.37M - $7M
|
314K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
289K+ 24.4% |
$5.86M - $6.44M
|
1.47M
$30.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.9K+ 16.03% |
$1.44M - $1.58M
|
513K
$10.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
41.3K+ 27.23% |
$838K - $920K
|
193K
$4M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
22.2K+ 197.82% |
$451K - $495K
|
33.4K
$693K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22KNew |
$446K - $490K
|
22K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.2K+ 28.48% |
$389K - $427K
|
86.4K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 102.51% |
$367K - $403K
|
35.7K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.5K+ 5.47% |
$356K - $391K
|
338K
$7.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.95K+ 8.46% |
$182K - $200K
|
115K
$2.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.21K+ 6.27% |
$126K - $139K
|
105K
$2.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.82K+ 33.82% |
$97.8K - $107K
|
19.1K
$395K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.97K+ 29.38% |
$60.3K - $66.3K
|
13.1K
$271K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.45K+ 2.87% |
$49.7K - $54.6K
|
87.7K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.25K+ 20.99% |
$45.7K - $50.2K
|
13K
$269K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
750New |
$15.2K - $16.7K
|
750
$15.5K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
672+ 5.33% |
$13.6K - $15K
|
13.3K
$275K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
326+ 0.71% |
$6.62K - $7.27K
|
46.6K
$965K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
237+ 1.4% |
$4.81K - $5.29K
|
17.2K
$356K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
200+ 5.41% |
$4.06K - $4.46K
|
3.9K
$80.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-400- 3.96% |
$8.12K - $8.92K
|
9.7K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 0.77% |
$10.2K - $11.2K
|
64.1K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-826- 0.37% |
$16.8K - $18.4K
|
224K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 9.08% |
$24.4K - $26.8K
|
12K
$249K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-2.37K- 1.27% |
$48.1K - $52.8K
|
184K
$3.82M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.59K- 8.91% |
$52.6K - $57.7K
|
26.5K
$548K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.94K- 27.26% |
$59.6K - $65.5K
|
7.84K
$162K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3K- 16.22% |
$60.9K - $66.9K
|
15.5K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.14K- 92.85% |
$63.8K - $70.1K
|
242
$5.02K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.48K- 9.12% |
$70.7K - $77.7K
|
34.7K
$719K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.36K- 17.64% |
$88.5K - $97.2K
|
20.3K
$422K
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-6.21K- 1.38% |
$126K - $139K
|
445K
$9.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.13K- 37.51% |
$185K - $204K
|
15.2K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.2K- 3.69% |
$228K - $251K
|
293K
$6.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-11.9K- 9.91% |
$242K - $266K
|
108K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.5K- 16.35% |
$437K - $481K
|
110K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.5K- 28.31% |
$499K - $548K
|
62.2K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.7K- 18.36% |
$542K - $596K
|
119K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.1K- 98.97% |
$550K - $604K
|
282
$5.85K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.1K- 30.9% |
$590K - $648K
|
65K
$1.35M
|