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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45.8KNew |
$1.09M - $1.1M
|
45.8K
$1.08M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.4KNew |
$533K - $539K
|
22.4K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
924New |
$22K - $22.3K
|
924
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
512New |
$12.2K - $12.3K
|
512
$12.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
300New |
$7.14K - $7.23K
|
300
$7.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
197New |
$4.69K - $4.75K
|
197
$4.65K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
112+ 0.19% |
$2.67K - $2.7K
|
59.3K
$1.4M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
16New |
$381 - $386
|
16
$377
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
9New |
$214 - $217
|
9
$212
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
13.4K+ 22.87% |
$318K - $321K
|
72.1K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$256K - $258K
|
10.8K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.87KNew |
$44.3K - $44.7K
|
1.87K
$44.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185New |
$4.39K - $4.43K
|
185
$4.36K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.71K+ 17.62% |
$40.6K - $41.1K
|
11.4K
$269K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
401New |
$9.54K - $9.63K
|
401
$9.46K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$2K - $2.02K
|
84
$1.98K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.1K+ 37.53% |
$673K - $682K
|
103K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.2KNew |
$100K - $102K
|
4.2K
$99.1K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
319+ 0.73% |
$7.63K - $7.73K
|
43.8K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
155+ 1.53% |
$3.71K - $3.76K
|
10.3K
$242K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
53.9KNew |
$1.28M - $1.3M
|
53.9K
$1.27M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.99KNew |
$46.2K - $47.6K
|
1.99K
$46.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33New |
$767 - $790
|
33
$778
|
|
|
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
$202K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.74KNew |
$201K - $209K
|
8.74K
$206K
|
|
| Q3 2021 | |||||||
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.2KNew |
$29.9K - $30.1K
|
1.2K
$28.2K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
400New |
$9.88K - $9.99K
|
400
$9.44K
|
|