Latest Institutional Purchases of Virtus ETF Tr Ii Seix Sr Ln Et (SEIX)
This list provides information on the latest institutional transactions involving Virtus ETF Tr Ii Seix Sr Ln Et (SEIX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
405K+ 3268.47% |
$9.62M - $9.7M
|
418K
$9.97M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.4K+ 121.1% |
$649K - $655K
|
49.9K
$1.19M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.6K+ 87.94% |
$631K - $637K
|
56.9K
$1.36M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.5K+ 14.42% |
$557K - $562K
|
186K
$4.45M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15.9K+ 6.13% |
$378K - $382K
|
276K
$6.59M
|
|
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 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.95K+ 8.43% |
$69.9K - $70.5K
|
37.9K
$904K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 6.6% |
$62.7K - $63.2K
|
42.7K
$1.02M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 3.22% |
$2.28K - $2.3K
|
3.08K
$73.5K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.3KNew |
$1.1M - $1.11M
|
46.3K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.8KNew |
$257K - $260K
|
10.8K
$258K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.7KNew |
$231K - $233K
|
9.7K
$232K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.42KNew |
$200K - $202K
|
8.42K
$201K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.16K+ 6.92% |
$170K - $172K
|
111K
$2.64M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.99KNew |
$166K - $168K
|
6.99K
$167K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.85K+ 33.96% |
$163K - $165K
|
27K
$645K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.42K+ 10.42% |
$129K - $130K
|
57.5K
$1.37M
|
|
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 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.66K+ 29.92% |
$86.9K - $87.8K
|
15.9K
$379K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.62KNew |
$62.3K - $62.9K
|
2.62K
$62.6K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.56KNew |
$60.9K - $61.5K
|
2.56K
$61.1K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.71K+ 17.62% |
$40.6K - $41.1K
|
11.4K
$272K
|
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44K+ 5.34% |
$34.3K - $34.6K
|
28.4K
$679K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
710+ 1.56% |
$16.9K - $17.1K
|
46.3K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
581+ 6.13% |
$13.8K - $14K
|
10.1K
$240K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
401New |
$9.54K - $9.63K
|
401
$9.58K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
162+ 0.66% |
$3.85K - $3.89K
|
24.6K
$588K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$2K - $2.02K
|
84
$2.01K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.8 - $24
|
2
$47.8
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.8 - $24
|
1
$23.9
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
210KNew |
$5.03M - $5.1M
|
210K
$5.02M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.1K+ 37.53% |
$673K - $682K
|
103K
$2.46M
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.2KNew |
$100K - $102K
|
4.2K
$100K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
319+ 0.73% |
$7.63K - $7.73K
|
43.8K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
155+ 1.53% |
$3.71K - $3.76K
|
10.3K
$245K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
53.9KNew |
$1.28M - $1.3M
|
53.9K
$1.29M
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
142New |
$3.36K - $3.42K
|
142
$3.39K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.99KNew |
$46.2K - $47.6K
|
1.99K
$47.5K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
82New |
$1.9K - $1.96K
|
82
$1.96K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33New |
$767 - $790
|
33
$788
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.55KNew |
$197K - $202K
|
8.55K
$204K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.74KNew |
$201K - $209K
|
8.74K
$209K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34New |
$782 - $814
|
34
$812
|
|
Q3 2021 | |||||||
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.2KNew |
$29.9K - $30.1K
|
1.2K
$28.5K
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
400New |
$9.88K - $9.99K
|
400
$9.55K
|