Purchases and Sales Made in Q1 2023 in ETF Ser Solutions (PPTY)
This table provides information about the institutional ownership of ETF Ser Solutions (PPTY) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87.9K+ 2.92% |
$2.28M - $2.79M
|
3.1M
$104M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
15K+ 9.8% |
$389K - $476K
|
168K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.53K+ 15.22% |
$170K - $207K
|
49.4K
$1.66M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.66K+ 8.62% |
$95K - $116K
|
46.1K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
728New |
$18.9K - $23.1K
|
728
$24.5K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
570+ 5.27% |
$14.8K - $18.1K
|
11.4K
$383K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
516+ 20.69% |
$13.4K - $16.4K
|
3.01K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
361+ 5.97% |
$9.38K - $11.5K
|
6.41K
$216K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54New |
$1.4K - $1.72K
|
54
$1.82K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155- 10.01% |
$4.03K - $4.93K
|
1.39K
$46.9K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-207- 9.92% |
$5.38K - $6.58K
|
1.88K
$63.2K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-427- 4.35% |
$11.1K - $13.6K
|
9.38K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.49K- 9.8% |
$38.6K - $47.2K
|
13.7K
$461K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.81K- 15.91% |
$47K - $57.5K
|
9.57K
$322K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.84K- 10.42% |
$47.9K - $58.6K
|
15.8K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.06K- 10.39% |
$210K - $256K
|
69.5K
$2.34M
|