Purchases and Sales Made in Q3 2024 in ETF Ser Solutions Aam Transfor (TRFM)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Transfor (TRFM) during Q3 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM TRANSFOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 3.96% |
$1.13M - $1.34M
|
985K
$37.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.2KNew |
$636K - $758K
|
21.2K
$809K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15.3K+ 108.81% |
$461K - $549K
|
29.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.75KNew |
$233K - $277K
|
7.75K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.29K+ 93.62% |
$189K - $225K
|
13K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.21K+ 67.29% |
$157K - $187K
|
13K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.42K+ 13.6% |
$72.7K - $86.6K
|
20.2K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2KNew |
$36.1K - $43K
|
1.2K
$45.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
555New |
$16.7K - $19.9K
|
555
$21.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
325+ 10.56% |
$9.77K - $11.6K
|
3.4K
$130K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
199+ 1.28% |
$5.98K - $7.13K
|
15.7K
$601K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-258- 1.02% |
$7.76K - $9.24K
|
25.1K
$958K
|