Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
96.3K+ 29.1% |
$2.22M - $2.27M
|
427K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71.9KNew |
$1.66M - $1.7M
|
71.9K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.3KNew |
$538K - $550K
|
23.3K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17KNew |
$391K - $400K
|
17K
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1KNew |
$348K - $356K
|
15.1K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.4K+ 43.41% |
$285K - $291K
|
40.8K
$977K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.55KNew |
$197K - $202K
|
8.55K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.88KNew |
$113K - $115K
|
4.88K
$117K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.62K+ 0.87% |
$60.4K - $61.8K
|
302K
$7.24M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$57.6K - $58.9K
|
2.5K
$59.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.89K+ 11.62% |
$43.6K - $44.6K
|
18.2K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 455.28% |
$29.8K - $30.5K
|
1.58K
$37.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
157+ 0.32% |
$3.62K - $3.7K
|
49.3K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-339- 0.67% |
$7.82K - $8K
|
50.5K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-6.12K- 28.94% |
$141K - $144K
|
15K
$360K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 17.87% |
$243K - $249K
|
48.5K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 19.69% |
$423K - $432K
|
74.7K
$1.79M
|