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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
76+ 0.77% |
$2.08K - $2.41K
|
9.97K
$304K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
30New |
$822 - $951
|
30
$915
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-28.6K- 59.7% |
$878K - $947K
|
19.3K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.15K- 27.87% |
$35.1K - $37.9K
|
2.96K
$90.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.35K+ 11.37% |
$225K - $243K
|
72K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
526+ 0.59% |
$16.1K - $17.4K
|
89K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15K- 28.47% |
$459K - $495K
|
37.6K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
310New |
$9.51K - $10.2K
|
310
$9.45K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69+ 0.85% |
$2.12K - $2.28K
|
8.23K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.31K+ 7.69% |
$163K - $176K
|
74.3K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-44.7K- 44.83% |
$1.37M - $1.48M
|
55K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-358- 2.2% |
$11K - $11.8K
|
15.9K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
978+ 6.36% |
$30K - $32.3K
|
16.4K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.83K- 79.7% |
$179K - $193K
|
1.48K
$45.2K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
195+ 1.38% |
$5.98K - $6.45K
|
14.3K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-99- 6.24% |
$3.04K - $3.27K
|
1.49K
$45.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
100+ 0.89% |
$3.07K - $3.31K
|
11.3K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-489K- 37.86% |
$15M - $16.2M
|
803K
$24.5M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$794K - $871K
|
25.1K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
133+ 1.22% |
$4.21K - $4.62K
|
11K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
421New |
$13.3K - $14.6K
|
421
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
825New |
$26.1K - $28.6K
|
825
$25.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.66K+ 3.81% |
$211K - $231K
|
181K
$5.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-651- 54.84% |
$20.6K - $22.6K
|
536
$16.3K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.81K+ 3.2% |
$84.7K - $97.6K
|
90.6K
$2.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
498New |
$15K - $17.3K
|
498
$15.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.13KNew |
$245K - $283K
|
8.13K
$248K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
17.2KNew |
$481K - $522K
|
17.2K
$525K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-340- 1.84% |
$9.5K - $10.3K
|
18.1K
$552K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$27.9 - $30.3
|
1
$30.5
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-350- 4.93% |
$9.78K - $10.6K
|
6.76K
$206K
|
|
| 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
$520K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24- 44.44% |
$688 - $734
|
30
$915
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-700- 50.25% |
$20.1K - $21.4K
|
693
$21.1K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.82KNew |
$244K - $303K
|
9.82K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$238K - $296K
|
9.58K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-642- 87.82% |
$16K - $19.8K
|
89
$2.71K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
535New |
$14.2K - $16.1K
|
535
$16.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
193New |
$5.12K - $5.82K
|
193
$5.88K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 13.92% |
$37K - $42K
|
8.61K
$263K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
795+ 1.61% |
$21K - $23K
|
50.2K
$1.53M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54New |
$1.4K - $1.72K
|
54
$1.65K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.76KNew |
$232K - $262K
|
8.76K
$267K
|
|
| 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
|
|