Purchases and Sales Made in Q3 2024 in Virtus Reaves Utilities ETF (UTES)
This table provides information about the institutional ownership of Virtus Reaves Utilities ETF (UTES) during Q3 2024. The information is specifically focused on institutions that hold shares of VIRTUS REAVES UTILITIES ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
206KNew |
N/A
|
206K
$0
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
79.9KNew |
N/A
|
79.9K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.8K+ 78.27% |
N/A
|
154K
$0
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
51KNew |
N/A
|
51K
$0
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41KNew |
N/A
|
41K
$0
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33KNew |
N/A
|
33K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.3KNew |
N/A
|
30.3K
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.3K+ 656.0% |
N/A
|
29.2K
$0
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.8K+ 293.45% |
N/A
|
31.9K
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.6K+ 359.6% |
N/A
|
27.6K
$0
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.4KNew |
N/A
|
18.4K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$0
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.73KNew |
N/A
|
7.73K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.29K+ 242.81% |
N/A
|
7.46K
$0
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.96KNew |
N/A
|
4.96K
$0
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.79K+ 12.15% |
N/A
|
44.2K
$0
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.25KNew |
N/A
|
4.25K
$0
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$0
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$0
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.74KNew |
N/A
|
2.74K
$0
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.66KNew |
N/A
|
2.66K
$0
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.71K+ 8.07% |
N/A
|
22.9K
$0
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34KNew |
N/A
|
1.34K
$0
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
749+ 1.4% |
N/A
|
54.3K
$0
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
707+ 0.53% |
N/A
|
134K
$0
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
587+ 13.27% |
N/A
|
5.01K
$0
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
517+ 0.5% |
N/A
|
104K
$0
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
420+ 10.42% |
N/A
|
4.45K
$0
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
350+ 2.41% |
N/A
|
14.8K
$0
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
186New |
N/A
|
186
$0
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
160+ 1.84% |
N/A
|
8.85K
$0
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
71+ 0.88% |
N/A
|
8.12K
$0
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22New |
N/A
|
22
$0
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$0
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-720- 5.12% |
N/A
|
13.3K
$0
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-972- 5.5% |
N/A
|
16.7K
$0
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.27K- 15.47% |
N/A
|
12.4K
$0
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.95K- 33.5% |
N/A
|
9.82K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-6K- 50.33% |
N/A
|
5.92K
$0
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.9K- 29.56% |
N/A
|
136K
$0
|