Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
230K+ 288.12% |
$5.7M - $5.82M
|
310K
$6.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
143K+ 952.47% |
$3.55M - $3.63M
|
158K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
131K+ 523.74% |
$3.24M - $3.31M
|
156K
$3.23M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
100KNew |
$2.48M - $2.54M
|
100K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.3K+ 52.31% |
$1.39M - $1.42M
|
164K
$3.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.7KNew |
$1.33M - $1.36M
|
53.7K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
53.5KNew |
$1.32M - $1.35M
|
53.5K
$1.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
53.1K+ 170.84% |
$1.31M - $1.34M
|
84.2K
$1.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 309.86% |
$612K - $626K
|
32.7K
$678K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.9K+ 12.84% |
$567K - $580K
|
201K
$4.17M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
22.9K+ 11.84% |
$567K - $580K
|
216K
$4.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4KNew |
$505K - $516K
|
20.4K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.4KNew |
$454K - $464K
|
18.4K
$380K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
16.6K+ 40.4% |
$410K - $419K
|
57.6K
$1.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 62.22% |
$364K - $372K
|
38.3K
$795K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 11.01% |
$280K - $287K
|
114K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 59.51% |
$276K - $283K
|
30K
$621K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.78K+ 18.09% |
$193K - $197K
|
50.8K
$1.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.22K+ 16.06% |
$179K - $183K
|
52.2K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.17K+ 51.6% |
$128K - $131K
|
15.2K
$315K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.69K+ 10.89% |
$66.6K - $68.1K
|
27.4K
$568K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.5KNew |
$61.8K - $63.3K
|
2.5K
$51.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.2KNew |
$29.7K - $30.4K
|
1.2K
$24.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
653+ 6.23% |
$16.2K - $16.5K
|
11.1K
$231K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
600+ 1.51% |
$14.8K - $15.2K
|
40.3K
$835K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
315+ 53.39% |
$7.79K - $7.97K
|
905
$18.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
150New |
$3.71K - $3.8K
|
150
$3.11K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
29New |
$717 - $734
|
29
$601
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-251Closed |
$6.21K - $6.35K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-400- 57.14% |
$9.9K - $10.1K
|
300
$6.22K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-800Closed |
$19.8K - $20.2K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.27K- 11.44% |
$80.9K - $82.8K
|
25.3K
$525K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.25KClosed |
$204K - $209K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-12.4KClosed |
$307K - $314K
|
0
$0
|