Purchases and Sales Made in Q3 2024 in Virtus ETF Tr Ii Seix Sr Ln Et (SEIX)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Seix Sr Ln Et (SEIX) during Q3 2024. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II SEIX SR LN ET.
| 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
$10M
|
|
|
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 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
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35.2KNew |
$834K - $841K
|
35.2K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.5K+ 15.15% |
$771K - $777K
|
247K
$5.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.4K+ 121.1% |
$649K - $655K
|
49.9K
$1.2M
|
|
|
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
$4.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15.9K+ 6.13% |
$378K - $382K
|
276K
$6.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
13.4K+ 22.87% |
$318K - $321K
|
72.1K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$256K - $258K
|
10.8K
$258K
|
|
|
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 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.35K+ 40.01% |
$151K - $152K
|
22.2K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4K+ 3.61% |
$94.9K - $95.7K
|
115K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.24K+ 12.0% |
$76.9K - $77.6K
|
30.3K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.19K+ 45.58% |
$75.7K - $76.3K
|
10.2K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.95K+ 8.43% |
$69.9K - $70.5K
|
37.9K
$906K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 6.6% |
$62.7K - $63.2K
|
42.7K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.87KNew |
$44.3K - $44.7K
|
1.87K
$44.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53K+ 5.37% |
$36.2K - $36.5K
|
30K
$717K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.48K+ 57.66% |
$35K - $35.3K
|
4.04K
$96.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
875+ 33.4% |
$20.8K - $20.9K
|
3.5K
$83.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
761+ 7.56% |
$18.1K - $18.2K
|
10.8K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
635+ 7.55% |
$15.1K - $15.2K
|
9.05K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
424+ 1.72% |
$10.1K - $10.1K
|
25K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
220+ 2.04% |
$5.22K - $5.26K
|
11K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185New |
$4.39K - $4.43K
|
185
$4.43K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 3.22% |
$2.28K - $2.3K
|
3.08K
$73.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$23.7 - $23.9
|
1
$23.9
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.7 - $23.9
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-359- 34.16% |
$8.52K - $8.59K
|
692
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-671- 6.92% |
$15.9K - $16.1K
|
9.03K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.35K- 2.87% |
$32K - $32.3K
|
45.7K
$1.09M
|
|
|
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 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.56K- 2.6% |
$37.1K - $37.4K
|
58.5K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 13.22% |
$67.9K - $68.5K
|
18.8K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.39K- 17.16% |
$128K - $129K
|
26K
$623K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.4K- 28.56% |
$389K - $393K
|
41K
$982K
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.7K- 70.59% |
$776K - $782K
|
13.6K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-45.6K- 81.8% |
$1.08M - $1.09M
|
10.1K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-105K- 51.44% |
$2.49M - $2.51M
|
98.9K
$2.37M
|