Purchases and Sales Made in Q4 2022 in ETF Ser Solutions Aam Low Dura (PFLD)

PFLD Quotes by TradingView

This table provides information about the institutional ownership of ETF Ser Solutions Aam Low Dura (PFLD) during Q4 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
Jan 25, 2023 Q4 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
452K
New
$9.23M - $9.72M
452K $9.36M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
334K
+ 39.29%
$6.82M - $7.18M
1.18M $24.5M
Jan 25, 2023 Q4 2022
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
320K
New
$6.54M - $6.89M
320K $6.63M
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
152K
New
$3.1M - $3.26M
152K $3.14M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
106K
New
$2.16M - $2.28M
106K $2.19M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
72.3K
+ 19.54%
$1.48M - $1.56M
442K $9.16M
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
67.3K
New
$1.37M - $1.45M
67.3K $1.39M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
20.8K
+ 26.56%
$425K - $448K
99.2K $2.06M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
11.9K
+ 96.23%
$244K - $257K
24.3K $504K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
10.1K
New
$207K - $218K
10.1K $210K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
8.2K
New
$167K - $176K
8.2K $170K
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

BUY
 -
5.11K
+ 3406.67%
$104K - $110K
5.26K $109K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.07K
+ 1.69%
$104K - $109K
304K $6.31M
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.39K
+ 8.92%
$28.3K - $29.8K
16.9K $351K
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
949
New
$19.4K - $20.4K
949 $19.7K
Jan 18, 2023 Q4 2022
Webster Bank, N. A.

BUY
 -
680
+ 6.74%
$13.9K - $14.6K
10.8K $223K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
590
New
$12.1K - $12.7K
590 $12.2K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
325
+ 4.04%
$6.64K - $6.99K
8.38K $174K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
200
+ 5.71%
$4.09K - $4.3K
3.7K $76.7K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
80
New
$1.63K - $1.72K
80 $1.66K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
49
New
$1K - $1.05K
49 $1.02K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
40
New
$817 - $861
40 $829
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-7
- 0.21%
$143 - $151
3.38K $70.2K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

SELL
 -
-12
- 0.05%
$245 - $258
24.7K $512K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-329
- 2.54%
$6.72K - $7.08K
12.6K $262K
Jan 24, 2023 Q4 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-400
- 2.12%
$8.17K - $8.61K
18.5K $384K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

SELL
 -
-1.55K
- 1.76%
$31.7K - $33.4K
86.7K $1.8M
Jan 31, 2023 Q4 2022
Wedbush Securities Inc

SELL
 -
-2.54K
- 19.17%
$51.9K - $54.7K
10.7K $222K
Feb 14, 2023 Q4 2022
All Square Wealth Management LLC

Albany, NY
SELL
 -
-3.26K
- 1.43%
$66.6K - $70.1K
225K $4.66M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-3.65K
- 2.7%
$74.6K - $78.5K
132K $2.73M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-6.47K
- 32.85%
$132K - $139K
13.2K $274K
Feb 14, 2023 Q4 2022
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-8.24K
- 36.65%
$168K - $177K
14.2K $295K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-9.16K
- 34.19%
$187K - $197K
17.6K $366K
Jan 31, 2023 Q4 2022
Atwood & Palmer Inc

SELL
 -
-9.82K
- 13.19%
$201K - $211K
64.6K $1.34M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-10.1K
- 26.99%
$207K - $218K
27.4K $567K
Feb 07, 2023 Q4 2022
Peterson Wealth Management

SELL
 -
-11.5K
- 5.79%
$234K - $247K
187K $3.87M
Feb 07, 2023 Q4 2022
Lincoln National Corp

SELL
 -
-11.8K
- 51.37%
$242K - $255K
11.2K $233K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-11.9K
- 12.24%
$243K - $256K
85.3K $1.77M
Jan 17, 2023 Q4 2022
Key Client Fiduciary Advisors, LLC

SELL
 -
-12.5K
- 9.43%
$256K - $270K
120K $2.5M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-15.5K
- 28.87%
$317K - $334K
38.2K $792K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-19.5K
- 29.62%
$397K - $419K
46.2K $958K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-24.6K
- 14.49%
$503K - $530K
145K $3.01M
Jan 30, 2023 Q4 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-30.1K
- 75.25%
$615K - $647K
9.89K $205K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

SELL
 -
-37K
- 28.23%
$756K - $796K
94K $1.95M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-40K
- 11.09%
$817K - $860K
321K $6.64M
Feb 13, 2023 Q4 2022
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-200K
- 87.32%
$4.09M - $4.31M
29K $602K

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