Purchases and Sales Made in Q2 2023 in ETF Ser Solutions Aam Bahl Gay (SMIG)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Bahl Gay (SMIG) during Q2 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM BAHL GAY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
863K+ 1117.86% |
$19.1M - $20.7M
|
940K
$30M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
593KNew |
$13.1M - $14.2M
|
593K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
182K+ 20.18% |
$4.03M - $4.37M
|
1.08M
$34.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94.1K+ 85.56% |
$2.08M - $2.26M
|
204K
$6.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 236.47% |
$1.29M - $1.4M
|
83.1K
$2.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
53.6KNew |
$1.19M - $1.29M
|
53.6K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.7KNew |
$768K - $833K
|
34.7K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31K+ 46.96% |
$687K - $745K
|
97K
$3.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
19K+ 9.05% |
$421K - $457K
|
229K
$7.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.87KNew |
$219K - $237K
|
9.87K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.44K+ 57.0% |
$187K - $203K
|
23.2K
$741K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4KNew |
$88.6K - $96.1K
|
4K
$128K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.35K+ 1.3% |
$74.1K - $80.4K
|
261K
$8.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3K+ 19.77% |
$66.5K - $72.1K
|
18.2K
$580K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.54K+ 11.97% |
$56.4K - $61.1K
|
23.8K
$760K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.1K+ 8.23% |
$46.5K - $50.4K
|
27.6K
$880K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.51K+ 0.55% |
$33.5K - $36.3K
|
275K
$8.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.04K+ 11.25% |
$23K - $25K
|
10.3K
$328K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
373+ 2.07% |
$8.27K - $8.96K
|
18.4K
$587K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.46% |
$199 - $216
|
1.95K
$62.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.96K- 1.21% |
$87.7K - $95.1K
|
323K
$10.3M
|