Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
455K+ 115.56% |
$9.64M - $10.5M
|
849K
$17.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
125K+ 169.41% |
$2.64M - $2.87M
|
198K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.7KNew |
$968K - $1.05M
|
45.7K
$947K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.2K+ 83.79% |
$852K - $929K
|
88.3K
$1.83M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.6K+ 31.72% |
$668K - $728K
|
131K
$2.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.4K+ 8.47% |
$495K - $540K
|
299K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 125.01% |
$315K - $344K
|
26.8K
$556K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
14.5K+ 181.8% |
$307K - $335K
|
22.5K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9KNew |
$274K - $299K
|
12.9K
$268K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 19.69% |
$273K - $297K
|
78.4K
$1.62M
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
9.28K+ 4.24% |
$196K - $214K
|
228K
$4.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.05KNew |
$171K - $186K
|
8.05K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.5K+ 4.61% |
$159K - $173K
|
170K
$3.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.14K+ 8.48% |
$109K - $119K
|
65.7K
$1.36M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
4.3K+ 7.0% |
$91.2K - $99.3K
|
65.8K
$1.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4KNew |
$84.7K - $92.3K
|
4K
$82.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.39KNew |
$71.8K - $78.3K
|
3.39K
$70.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 1.09% |
$30.8K - $33.5K
|
135K
$2.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.3K+ 3.36% |
$27.6K - $30K
|
40K
$829K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
928+ 6.35% |
$19.7K - $21.4K
|
15.5K
$322K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
800+ 29.63% |
$16.9K - $18.5K
|
3.5K
$72.6K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
700New |
$14.8K - $16.2K
|
700
$14.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117+ 0.12% |
$2.48K - $2.7K
|
97.2K
$2.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
84New |
$1.78K - $1.94K
|
84
$1.74K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1New |
$21.2 - $23.1
|
1
$20.7
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-281- 2.51% |
$5.95K - $6.49K
|
10.9K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 37.37% |
$29.7K - $32.3K
|
2.35K
$48.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.71K- 11.45% |
$36.3K - $39.6K
|
13.3K
$275K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3K- 5.29% |
$63.5K - $69.2K
|
53.7K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.46K- 10.65% |
$94.5K - $103K
|
37.5K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.55K- 1.52% |
$118K - $128K
|
360K
$7.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.18K- 22.53% |
$152K - $166K
|
24.7K
$512K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8.93K- 6.3% |
$189K - $206K
|
133K
$2.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-9.29K- 28.72% |
$197K - $214K
|
23.1K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.1K- 3.68% |
$299K - $326K
|
370K
$7.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-27.8K- 27.23% |
$590K - $643K
|
74.4K
$1.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-102K- 30.87% |
$2.17M - $2.36M
|
229K
$4.75M
|