Latest Institutional Transactions on ETF Ser Solutions (PPTY)
This table provides information on the latest institutional transactions involving ETF Ser Solutions (PPTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
95+ 3166.67% |
$2.86K - $3.3K
|
98
$3.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.79K+ 43.73% |
$53.9K - $62.1K
|
5.88K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.18K- 9.8% |
$35.6K - $41K
|
10.9K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3K+ 4.62% |
$90.4K - $104K
|
68K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.07K- 48.9% |
$243K - $280K
|
8.43K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.5KNew |
$858K - $989K
|
28.5K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
935+ 1.05% |
$28.2K - $32.5K
|
90.4K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.4K+ 334.92% |
$1.16M - $1.33M
|
49.8K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.81K+ 3.2% |
$84.7K - $97.6K
|
90.6K
$3.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
498New |
$15K - $17.3K
|
498
$16.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14KNew |
$423K - $488K
|
14K
$473K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-353- 17.1% |
$10.6K - $12.3K
|
1.71K
$57.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.13KNew |
$245K - $283K
|
8.13K
$274K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.7K+ 0.05% |
$51.3K - $59.1K
|
3.29M
$111M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.37K+ 22.8% |
$71.6K - $82.5K
|
12.8K
$430K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
45.8K+ 197.02% |
$1.38M - $1.59M
|
69K
$2.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.19KNew |
$35.8K - $41.2K
|
1.19K
$40K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
491+ 0.28% |
$14.8K - $17.1K
|
175K
$5.88M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.9KNew |
$389K - $422K
|
13.9K
$469K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
17.2KNew |
$481K - $522K
|
17.2K
$579K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-340- 1.84% |
$9.5K - $10.3K
|
18.1K
$609K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$27.9 - $30.3
|
1
$33.7
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 14.92% |
$43.9K - $47.6K
|
12.1K
$407K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-350- 4.93% |
$9.78K - $10.6K
|
6.76K
$227K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.89K+ 12.43% |
$54.1K - $57.7K
|
17.1K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24- 44.44% |
$688 - $734
|
30
$1.01K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-700- 50.25% |
$20.1K - $21.4K
|
693
$23.3K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.82KNew |
$244K - $303K
|
9.82K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$238K - $296K
|
9.58K
$323K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-642- 87.82% |
$16K - $19.8K
|
89
$3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
535New |
$14.2K - $16.1K
|
535
$18K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
193New |
$5.12K - $5.82K
|
193
$6.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 13.92% |
$37K - $42K
|
8.61K
$290K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
795+ 1.61% |
$21K - $23K
|
50.2K
$1.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.4K- 39.7% |
$196K - $214K
|
11.2K
$378K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54New |
$1.4K - $1.72K
|
54
$1.82K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-427- 4.35% |
$11.3K - $12.8K
|
9.38K
$316K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.76KNew |
$232K - $262K
|
8.76K
$295K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.8MClosed |
$83.5M - $108M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.46KClosed |
$252K - $327K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-5.45KClosed |
$163K - $211K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.96KClosed |
$178K - $230K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.76KClosed |
$52.5K - $68K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$406K - $455K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27New |
$959 - $1.07K
|
27
$909
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-590Closed |
$21K - $23.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-103KClosed |
$2.9M - $3.36M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
17.8KNew |
$434K - $528K
|
17.8K
$599K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-510Closed |
$12.8K - $14.2K
|
0
$0
|
|