Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.35M+ 35.6% |
$28.1M - $29M
|
5.15M
$107M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
258K+ 19.86% |
$5.34M - $5.52M
|
1.55M
$32.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89.8K+ 43.63% |
$1.86M - $1.92M
|
296K
$6.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88K+ 12.51% |
$1.82M - $1.88M
|
792K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.3K+ 118.84% |
$1.75M - $1.81M
|
155K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
76.9K+ 18.99% |
$1.59M - $1.65M
|
482K
$9.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.4KNew |
$1.54M - $1.59M
|
74.4K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.5K+ 131.61% |
$1.48M - $1.53M
|
126K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.1K+ 35.47% |
$1.45M - $1.5M
|
268K
$5.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47.7KNew |
$989K - $1.02M
|
47.7K
$989K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.6K+ 14.49% |
$656K - $678K
|
250K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.6K+ 9.28% |
$654K - $676K
|
372K
$7.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.3KNew |
$544K - $562K
|
26.3K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 38.32% |
$304K - $314K
|
53K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 370.59% |
$237K - $245K
|
14.5K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6KNew |
$219K - $226K
|
10.6K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
10.5KNew |
$217K - $224K
|
10.5K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10KNew |
$208K - $215K
|
10K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
7.84K+ 1.31% |
$163K - $168K
|
606K
$12.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.6K+ 26.83% |
$137K - $141K
|
31.2K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.21K+ 237.08% |
$129K - $133K
|
8.83K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.76K+ 1.5% |
$36.5K - $37.8K
|
119K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.55K+ 5.22% |
$32.2K - $33.3K
|
31.3K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 7.58% |
$28.3K - $29.2K
|
19.4K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 27.03% |
$20.7K - $21.4K
|
4.7K
$97.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
848New |
$17.6K - $18.2K
|
848
$17.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
810+ 4.22% |
$16.8K - $17.4K
|
20K
$415K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
215+ 121.47% |
$4.46K - $4.61K
|
392
$8.13K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129+ 0.77% |
$2.67K - $2.76K
|
16.8K
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-138- 0.74% |
$2.86K - $2.96K
|
18.6K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-438- 0.21% |
$9.08K - $9.38K
|
212K
$4.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-924- 0.38% |
$19.2K - $19.8K
|
245K
$5.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.95K- 7.34% |
$40.4K - $41.8K
|
24.6K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.12K- 17.38% |
$43.9K - $45.3K
|
10.1K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.26K- 24.66% |
$67.5K - $69.7K
|
9.94K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.87K- 3.02% |
$101K - $104K
|
156K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5.05K- 9.24% |
$105K - $108K
|
49.6K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.18K- 13.77% |
$170K - $175K
|
51.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.92K- 9.7% |
$206K - $212K
|
92.3K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.9K- 7.83% |
$350K - $361K
|
199K
$4.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.5K- 25.51% |
$405K - $419K
|
57.1K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-207K- 87.38% |
$4.29M - $4.44M
|
29.9K
$620K
|