Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.7K+ 23.28% |
$774K - $853K
|
142K
$4.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
23.1K+ 8.72% |
$670K - $739K
|
289K
$8.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 88.58% |
$397K - $437K
|
29.2K
$868K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
9.08KNew |
$263K - $290K
|
9.08K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.21KNew |
$238K - $262K
|
8.21K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.94KNew |
$230K - $253K
|
7.94K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.89K+ 1.79% |
$171K - $188K
|
334K
$9.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4K+ 2.77% |
$116K - $128K
|
149K
$4.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2K+ 21.87% |
$57.8K - $63.7K
|
11.1K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.18K+ 2.42% |
$34.1K - $37.6K
|
49.8K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 3.49% |
$29.8K - $32.8K
|
30.6K
$909K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1K+ 4.64% |
$29K - $31.9K
|
22.6K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
797+ 3.91% |
$23.1K - $25.4K
|
21.2K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
436New |
$12.6K - $13.9K
|
436
$13K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$4.05K - $4.47K
|
140
$4.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33- 0.36% |
$956 - $1.05K
|
9.26K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-96- 1.02% |
$2.78K - $3.06K
|
9.29K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.31K- 1.87% |
$95.9K - $106K
|
174K
$5.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-15.9K- 7.18% |
$460K - $507K
|
206K
$6.12M
|