Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
53.9KNew |
$1.28M - $1.3M
|
53.9K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
47K+ 42.56% |
$1.11M - $1.14M
|
158K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
38.7K+ 24.41% |
$915K - $934K
|
197K
$4.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
31.7KNew |
$749K - $765K
|
31.7K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.6K+ 24.66% |
$464K - $474K
|
99.2K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
11.4K+ 73.46% |
$269K - $275K
|
26.9K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10.1KNew |
$239K - $244K
|
10.1K
$242K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
8.8K+ 25.38% |
$208K - $212K
|
43.4K
$1.04M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
8.66K+ 86.79% |
$205K - $209K
|
18.6K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 64.4% |
$203K - $208K
|
21.9K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.86K+ 12.84% |
$139K - $142K
|
51.5K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.93KNew |
$93K - $95K
|
3.93K
$94.1K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.93K+ 196450.0% |
$92.9K - $94.9K
|
3.93K
$94.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.61K+ 26.59% |
$85.4K - $87.2K
|
17.2K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.96K+ 8.37% |
$70K - $71.5K
|
38.3K
$917K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.88KNew |
$68.1K - $69.6K
|
2.88K
$68.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.7K+ 22.11% |
$63.8K - $65.2K
|
14.9K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 7.44% |
$30.7K - $31.3K
|
18.7K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 6.05% |
$30.1K - $30.8K
|
22.3K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 6.03% |
$24.7K - $25.3K
|
18.4K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
902+ 1.22% |
$21.3K - $21.8K
|
75K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37+ 0.15% |
$875 - $894
|
24.9K
$595K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-121- 1.22% |
$2.86K - $2.92K
|
9.83K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-452- 0.81% |
$10.7K - $10.9K
|
55.6K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-18.4K- 3.92% |
$436K - $445K
|
452K
$10.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53.9K- 98.09% |
$1.27M - $1.3M
|
1.05K
$25.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.7K- 58.96% |
$1.34M - $1.37M
|
39.4K
$944K
|