Latest Institutional Transactions on ETF Ser Solutions Aptus Define (DRSK)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Define (DRSK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.6K+ 162.18% |
$1.66M - $1.72M
|
97.9K
$2.72M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32New |
$878 - $910
|
32
$890
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-631- 6.17% |
$17.3K - $17.9K
|
9.6K
$267K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
39.9K+ 22.39% |
$1.09M - $1.14M
|
218K
$6.07M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
35.6KNew |
$977K - $1.01M
|
35.6K
$990K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
26.4KNew |
$724K - $750K
|
26.4K
$734K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 50.92% |
$259K - $268K
|
9.09K
$253K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
771K+ 22.17% |
$21.2M - $21.9M
|
4.25M
$118M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
170New |
$4.66K - $4.83K
|
170
$4.73K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
438New |
$12K - $12.5K
|
438
$12.2K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-410- 7.83% |
$11.2K - $11.7K
|
4.83K
$134K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.24M+ 53.5% |
$34M - $35.3M
|
3.56M
$99M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.33K- 1.66% |
$63.9K - $66.3K
|
138K
$3.83M
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
508+ 0.47% |
$13.9K - $14.4K
|
108K
$3.01M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42KNew |
$1.15M - $1.2M
|
42K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
202K+ 35.88% |
$5.53M - $5.73M
|
763K
$21.2M
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
42K+ 3.67% |
$1.15M - $1.19M
|
1.19M
$33M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.9K- 57.45% |
$1.45M - $1.5M
|
39.2K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
497KNew |
$13.6M - $14.1M
|
497K
$13.8M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.64M+ 46.64% |
$99.9M - $104M
|
11.4M
$318M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2Closed |
$54.9 - $56.9
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
27.6K+ 5.17% |
$758K - $786K
|
563K
$15.7M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$34.3K - $35.5K
|
1.25K
$34.7K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 6.42% |
$521 - $540
|
277
$7.7K
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
35.1K+ 3.8% |
$962K - $997K
|
957K
$26.6M
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-172K- 92.61% |
$4.72M - $4.89M
|
13.7K
$382K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
140K+ 100.76% |
$3.85M - $3.99M
|
280K
$7.78M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
236K+ 18.41% |
$6.48M - $6.72M
|
1.52M
$42.3M
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
149KNew |
$4.08M - $4.23M
|
149K
$4.14M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
221New |
$6.06K - $6.29K
|
221
$6.15K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.3K+ 10.24% |
$886K - $918K
|
348K
$9.67M
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
36.9K+ 57.61% |
$1.01M - $1.05M
|
101K
$2.81M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.48MNew |
$40.5M - $42M
|
1.48M
$41.1M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.5K+ 11.82% |
$1.58M - $1.63M
|
544K
$15.1M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.4K+ 17.73% |
$38.5K - $39.9K
|
9.32K
$259K
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
124K+ 17.3% |
$3.39M - $3.52M
|
839K
$23.3M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$831K - $862K
|
30.3K
$843K
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
238KNew |
$6.54M - $6.78M
|
238K
$6.63M
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-5.79K- 2.27% |
$159K - $165K
|
250K
$6.94M
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
96KNew |
$2.63M - $2.73M
|
96K
$2.67M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
234New |
$6.42K - $6.65K
|
234
$6.51K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.04MNew |
$83.5M - $86.6M
|
3.04M
$84.7M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 3.49% |
$53.1K - $55K
|
57.3K
$1.59M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.26K- 14.05% |
$117K - $121K
|
26.1K
$725K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
36.2K+ 44.44% |
$992K - $1.03M
|
118K
$3.27M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13+ 1.12% |
$357 - $370
|
1.17K
$32.6K
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
21.3K+ 94.72% |
$585K - $607K
|
43.9K
$1.22M
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
38.6KNew |
$1.06M - $1.1M
|
38.6K
$1.07M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
182+ 4.76% |
$4.99K - $5.18K
|
4.01K
$111K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-255- 32.32% |
$6.99K - $7.25K
|
534
$14.9K
|