Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
923K+ 40.84% |
$19.3M - $19.8M
|
3.18M
$66M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
923K+ 40.84% |
$19.3M - $19.8M
|
3.18M
$66M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
249KNew |
$5.19M - $5.32M
|
249K
$5.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
238KNew |
$4.97M - $5.1M
|
238K
$4.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
135KNew |
$2.81M - $2.88M
|
135K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.6K+ 54.39% |
$2.08M - $2.13M
|
283K
$5.86M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.3K+ 14.01% |
$1.66M - $1.7M
|
645K
$13.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.8K+ 47.94% |
$1.29M - $1.32M
|
191K
$3.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.1K+ 33.64% |
$816K - $837K
|
155K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.6K+ 94.41% |
$619K - $635K
|
61K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.2K+ 9.62% |
$589K - $604K
|
321K
$6.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24.8K+ 11.71% |
$518K - $531K
|
237K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.9K+ 117.1% |
$416K - $426K
|
36.9K
$765K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.1KNew |
$400K - $410K
|
19.1K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.7KNew |
$390K - $401K
|
18.7K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.4KNew |
$385K - $395K
|
18.4K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.9K+ 12.07% |
$352K - $361K
|
156K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12.2KNew |
$256K - $262K
|
12.2K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8K+ 111.07% |
$246K - $252K
|
22.4K
$464K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11.7K+ 2.16% |
$244K - $251K
|
554K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.7KNew |
$203K - $208K
|
9.7K
$201K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.2K+ 12.86% |
$192K - $197K
|
80.7K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.35K+ 23.9% |
$174K - $179K
|
43.3K
$897K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.97KNew |
$146K - $149K
|
6.97K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.34K+ 39.9% |
$69.7K - $71.5K
|
11.7K
$243K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 1.99% |
$42.6K - $43.7K
|
105K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 37.04% |
$20.9K - $21.4K
|
3.7K
$76.7K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1KNew |
$20.9K - $21.4K
|
1K
$20.7K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
939+ 8.84% |
$19.6K - $20.1K
|
11.6K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
476+ 17.81% |
$9.94K - $10.2K
|
3.15K
$65.3K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
303+ 2.24% |
$6.33K - $6.49K
|
13.9K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-100- 0.18% |
$2.09K - $2.14K
|
56.5K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-582- 1.07% |
$12.2K - $12.5K
|
53.8K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-686- 0.31% |
$14.3K - $14.7K
|
218K
$4.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.23K- 6.35% |
$25.6K - $26.3K
|
18.1K
$376K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.5K- 22.19% |
$31.3K - $32.1K
|
5.26K
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.6K- 11.51% |
$33.4K - $34.3K
|
12.3K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.38K- 67.26% |
$112K - $115K
|
2.62K
$54.3K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.01K- 39.77% |
$146K - $150K
|
10.6K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.52K- 3.41% |
$178K - $183K
|
241K
$5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.91K- 13.97% |
$207K - $212K
|
61K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-11.1K- 10.02% |
$231K - $237K
|
99.5K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13.3K- 5.3% |
$278K - $285K
|
238K
$4.93M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-55.6K- 67.12% |
$1.16M - $1.19M
|
27.2K
$565K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-218K- 92.94% |
$4.55M - $4.67M
|
16.6K
$343K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-617K- 16.23% |
$12.9M - $13.2M
|
3.18M
$66M
|