Purchases and Sales Made in Q4 2024 in Virtus ETF Tr Ii Seix Sr Ln Et (SEIX)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Seix Sr Ln Et (SEIX) during Q4 2024. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II SEIX SR LN ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
741KNew |
$17.6M - $17.9M
|
741K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
318K+ 151.38% |
$7.58M - $7.68M
|
529K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
176K+ 1292.94% |
$4.19M - $4.25M
|
190K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
158K+ 317.65% |
$3.77M - $3.81M
|
208K
$4.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
155K+ 1716.85% |
$3.69M - $3.74M
|
164K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
153K+ 358.62% |
$3.64M - $3.69M
|
196K
$4.62M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
152KNew |
$3.63M - $3.68M
|
152K
$3.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
141KNew |
$3.36M - $3.4M
|
141K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
132KNew |
$3.14M - $3.18M
|
132K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129K+ 685.76% |
$3.07M - $3.11M
|
148K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76.4K+ 152.93% |
$1.82M - $1.84M
|
126K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
74KNew |
$1.76M - $1.78M
|
74K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
56.7KNew |
$1.35M - $1.37M
|
56.7K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
47.9K+ 25.72% |
$1.14M - $1.16M
|
234K
$5.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.6KNew |
$1.11M - $1.12M
|
46.6K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45.8KNew |
$1.09M - $1.1M
|
45.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.4KNew |
$1.08M - $1.09M
|
45.4K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
36.2K+ 14.67% |
$862K - $873K
|
283K
$6.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.9KNew |
$782K - $793K
|
32.9K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.7K+ 26.77% |
$731K - $740K
|
145K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 69.68% |
$681K - $690K
|
69.6K
$1.64M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.4KNew |
$533K - $539K
|
22.4K
$528K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.2KNew |
$361K - $366K
|
15.2K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.2K+ 50.17% |
$361K - $366K
|
45.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14K+ 46.67% |
$333K - $337K
|
43.9K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.8KNew |
$257K - $261K
|
10.8K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
10.6KNew |
$252K - $256K
|
10.6K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
10.2KNew |
$242K - $245K
|
10.2K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.38K+ 54.79% |
$223K - $226K
|
26.5K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.95K+ 53.37% |
$189K - $192K
|
22.8K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.66K+ 34.45% |
$182K - $185K
|
29.9K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.26K+ 2.27% |
$149K - $151K
|
282K
$6.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.42K+ 15.41% |
$129K - $131K
|
40.6K
$958K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 5.79% |
$78.4K - $79.4K
|
60.2K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.9K+ 20.98% |
$45.2K - $45.8K
|
11K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.74K+ 6.69% |
$41.4K - $42K
|
27.8K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
924New |
$22K - $22.3K
|
924
$21.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
685+ 1.81% |
$16.3K - $16.5K
|
38.5K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
512New |
$12.2K - $12.3K
|
512
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
307+ 3.31% |
$7.31K - $7.4K
|
9.58K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
300New |
$7.14K - $7.23K
|
300
$7.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
203+ 0.81% |
$4.83K - $4.89K
|
25.2K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
203+ 1.99% |
$4.83K - $4.89K
|
10.4K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
197New |
$4.69K - $4.75K
|
197
$4.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
137+ 1.24% |
$3.26K - $3.3K
|
11.2K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
112+ 0.19% |
$2.67K - $2.7K
|
59.3K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15New |
$357 - $362
|
15
$354
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
9New |
$214 - $217
|
9
$212
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|