Latest Institutional Transactions on Virtus ETF Tr Ii Seix Sr Ln Et (SEIX)
This table provides information on the latest institutional transactions involving Virtus ETF Tr Ii Seix Sr Ln Et (SEIX) 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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.1K- 26.35% |
$477K - $481K
|
56.2K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.87KNew |
$44.3K - $44.7K
|
1.87K
$44.6K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-45.6K- 81.8% |
$1.08M - $1.09M
|
10.1K
$242K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53K+ 5.37% |
$36.2K - $36.5K
|
30K
$716K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$23.7 - $23.9
|
1
$23.9
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.5K+ 15.15% |
$771K - $777K
|
247K
$5.9M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35.2KNew |
$834K - $841K
|
35.2K
$840K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.7K+ 130.51% |
$965K - $973K
|
71.8K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.7K- 70.59% |
$776K - $782K
|
13.6K
$325K
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
220+ 2.04% |
$5.22K - $5.26K
|
11K
$264K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-671- 6.92% |
$15.9K - $16.1K
|
9.03K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.7 - $23.9
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
761+ 7.56% |
$18.1K - $18.2K
|
10.8K
$259K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.35K+ 40.01% |
$151K - $152K
|
22.2K
$531K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4K+ 3.61% |
$94.9K - $95.7K
|
115K
$2.74M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
49.8KNew |
$1.18M - $1.19M
|
49.8K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185New |
$4.39K - $4.43K
|
185
$4.42K
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.19K+ 45.58% |
$75.7K - $76.3K
|
10.2K
$243K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.48K+ 57.66% |
$35K - $35.3K
|
4.04K
$96.5K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
875+ 33.4% |
$20.8K - $20.9K
|
3.5K
$83.5K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.66KNew |
$229K - $231K
|
9.66K
$231K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.27KNew |
$220K - $222K
|
9.27K
$222K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.5K- 9.15% |
$35.6K - $35.9K
|
14.9K
$356K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.4K- 28.56% |
$389K - $393K
|
41K
$981K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
424+ 1.72% |
$10.1K - $10.1K
|
25K
$598K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
635+ 7.55% |
$15.1K - $15.2K
|
9.05K
$216K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-359- 34.16% |
$8.52K - $8.59K
|
692
$16.5K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.24K+ 12.0% |
$76.9K - $77.6K
|
30.3K
$723K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 6.6% |
$62.7K - $63.2K
|
42.7K
$1.02M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.56K- 2.6% |
$37.1K - $37.4K
|
58.5K
$1.4M
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
13.4K+ 22.87% |
$318K - $321K
|
72.1K
$1.72M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$256K - $258K
|
10.8K
$258K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.39K- 17.16% |
$128K - $129K
|
26K
$622K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 3.22% |
$2.28K - $2.3K
|
3.08K
$73.5K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.4K+ 121.1% |
$649K - $655K
|
49.9K
$1.19M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.35K- 2.87% |
$32K - $32.3K
|
45.7K
$1.09M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-105K- 51.44% |
$2.49M - $2.51M
|
98.9K
$2.36M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
405K+ 3268.47% |
$9.62M - $9.7M
|
418K
$9.98M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.5K+ 14.42% |
$557K - $562K
|
186K
$4.45M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 13.22% |
$67.9K - $68.5K
|
18.8K
$449K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.6K+ 87.94% |
$631K - $637K
|
56.9K
$1.36M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.95K+ 8.43% |
$69.9K - $70.5K
|
37.9K
$905K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15.9K+ 6.13% |
$378K - $382K
|
276K
$6.59M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$2K - $2.02K
|
84
$2.01K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-121K- 91.28% |
$2.88M - $2.91M
|
11.6K
$277K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
401New |
$9.54K - $9.63K
|
401
$9.58K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.71K+ 17.62% |
$40.6K - $41.1K
|
11.4K
$273K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
710+ 1.56% |
$16.9K - $17.1K
|
46.3K
$1.11M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.2KNew |
$100K - $102K
|
4.2K
$100K
|