Latest Institutional Transactions on ETF Ser Solutions Aam Bahl Gay (SMIG)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aam Bahl Gay (SMIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
115KNew |
$3.01M - $3.36M
|
115K
$3.39M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.21K- 0.37% |
$31.6K - $35.3K
|
329K
$9.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
264KNew |
$6.92M - $7.73M
|
264K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14KNew |
$367K - $410K
|
14K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
300+ 3.17% |
$7.86K - $8.78K
|
9.75K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.07K+ 11.45% |
$185K - $207K
|
68.8K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
834K+ 36.27% |
$21.8M - $24.4M
|
3.13M
$92.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 10.72% |
$7.21M - $8.05M
|
2.84M
$83.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
12K+ 494.23% |
$314K - $351K
|
14.4K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
169K+ 12.18% |
$4.43M - $4.95M
|
1.56M
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.05K+ 59.84% |
$211K - $235K
|
21.5K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100New |
$2.62K - $2.93K
|
100
$2.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.4KNew |
$534K - $597K
|
20.4K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-176K- 55.27% |
$4.6M - $5.14M
|
142K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.28KNew |
$59.7K - $66.7K
|
2.28K
$67.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.71KNew |
$149K - $167K
|
5.71K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 8.72% |
$262K - $293K
|
125K
$3.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.68K+ 8.73% |
$227K - $254K
|
108K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10K- 6.82% |
$263K - $294K
|
137K
$4.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.9KNew |
$887K - $990K
|
33.9K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.87K+ 13.72% |
$154K - $172K
|
48.7K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
7.07K+ 3.3% |
$185K - $207K
|
221K
$6.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.4% |
$210 - $234
|
2K
$59K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29.5KNew |
$773K - $864K
|
29.5K
$872K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.9K+ 5.09% |
$337K - $376K
|
265K
$7.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 8.1% |
$66.8K - $74.6K
|
34K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.52K- 1.94% |
$92.1K - $103K
|
177K
$5.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.1K+ 60.29% |
$868K - $970K
|
88.1K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 29.26% |
$2.71M - $3.03M
|
458K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 9.24% |
$31.3K - $35K
|
11.7K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
43K+ 42.4% |
$1.13M - $1.26M
|
145K
$4.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.21K+ 14.73% |
$31.6K - $35.3K
|
9.39K
$277K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.13KNew |
$239K - $267K
|
9.13K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 0.43% |
$1.23K - $1.38K
|
10.8K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15.5KNew |
$405K - $453K
|
15.5K
$457K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-524- 2.37% |
$13.7K - $15.3K
|
21.6K
$636K
|
|
| Q2 2024 | |||||||
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
74.4KNew |
$1.89M - $2.01M
|
74.4K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.8K- 94.94% |
$579K - $616K
|
1.21K
$35.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.2K- 25.89% |
$55.9K - $59.4K
|
6.28K
$186K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
277KNew |
$6.81M - $7.46M
|
277K
$8.18M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12K- 3.14% |
$258K - $303K
|
370K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
39New |
$840 - $986
|
39
$1.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.25KNew |
$178K - $208K
|
8.25K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
74.4KNew |
$1.6M - $1.88M
|
74.4K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.57K+ 4.0% |
$55.2K - $64.8K
|
66.7K
$1.97M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.47K+ 65.55% |
$146K - $161K
|
16.3K
$482K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4KNew |
$88.6K - $96.1K
|
4K
$118K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.8KNew |
$883K - $975K
|
39.8K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
137New |
$3.04K - $3.36K
|
137
$4.05K
|
|