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 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
$9.97M
|
|
|
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
$904K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15.9K+ 6.13% |
$378K - $382K
|
276K
$6.59M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.8 - $24
|
2
$47.8
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.16K+ 6.92% |
$170K - $172K
|
111K
$2.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$2K - $2.02K
|
84
$2.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
55.7KNew |
$1.33M - $1.34M
|
55.7K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.5K+ 10.07% |
$35.7K - $36K
|
16.4K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.7KNew |
$231K - $233K
|
9.7K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44K+ 5.34% |
$34.3K - $34.6K
|
28.4K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.57K- 21.58% |
$204K - $206K
|
31.2K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.89K+ 5.37% |
$92.4K - $93.3K
|
76.3K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.3KNew |
$1.1M - $1.11M
|
46.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-121K- 91.28% |
$2.88M - $2.91M
|
11.6K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.66K+ 29.92% |
$86.9K - $87.8K
|
15.9K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
162+ 0.66% |
$3.85K - $3.89K
|
24.6K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.8 - $24
|
1
$23.9
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.8KNew |
$257K - $260K
|
10.8K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.9K- 20.68% |
$1.33M - $1.34M
|
214K
$5.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.56KNew |
$60.9K - $61.5K
|
2.56K
$61.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.99KNew |
$166K - $168K
|
6.99K
$167K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
581+ 6.13% |
$13.8K - $14K
|
10.1K
$240K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.42KNew |
$200K - $202K
|
8.42K
$201K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.42K+ 10.42% |
$129K - $130K
|
57.5K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.62KNew |
$62.3K - $62.9K
|
2.62K
$62.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.85K+ 33.96% |
$163K - $165K
|
27K
$645K
|
|
|
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
$272K
|
|
|
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
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
155+ 1.53% |
$3.71K - $3.76K
|
10.3K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
210KNew |
$5.03M - $5.1M
|
210K
$5.02M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.2KNew |
$100K - $102K
|
4.2K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.1K+ 37.53% |
$673K - $682K
|
103K
$2.46M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-67- 0.39% |
$1.6K - $1.62K
|
17.1K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
319+ 0.73% |
$7.63K - $7.73K
|
43.8K
$1.05M
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53.9K- 98.09% |
$1.27M - $1.3M
|
1.05K
$25.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
53.9KNew |
$1.28M - $1.3M
|
53.9K
$1.29M
|
|