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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
86.9KNew |
$2.38M - $2.47M
|
86.9K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
447K+ 46.96% |
$12.3M - $12.7M
|
1.4M
$38.9M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.17K+ 6.55% |
$114K - $119K
|
67.9K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.5K+ 4.01% |
$151K - $156K
|
143K
$3.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
22.9K+ 25.6% |
$628K - $651K
|
112K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
405KNew |
$11.1M - $11.5M
|
405K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
13KNew |
$355K - $368K
|
13K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.24K+ 2.62% |
$171K - $177K
|
245K
$6.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
32.1K+ 35.87% |
$880K - $912K
|
122K
$3.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
514K+ 70.27% |
$14.1M - $14.6M
|
1.25M
$34.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
122K+ 32.86% |
$3.36M - $3.48M
|
495K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-23.9K- 60.15% |
$654K - $678K
|
15.8K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
3.07K+ 37.67% |
$84.2K - $87.3K
|
11.2K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
43.3K+ 17.54% |
$1.19M - $1.23M
|
290K
$8.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-77- 0.49% |
$2.11K - $2.19K
|
15.7K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
175K+ 139.42% |
$4.79M - $4.96M
|
300K
$8.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
427+ 0.4% |
$11.7K - $12.1K
|
108K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.22M- 43.62% |
$33.4M - $34.6M
|
1.57M
$43.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40.8K+ 1.74% |
$1.12M - $1.16M
|
2.38M
$66.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37K+ 4.17% |
$1.01M - $1.05M
|
924K
$25.7M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.61KNew |
$43.4K - $46K
|
1.61K
$44.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.1K+ 507.14% |
$191K - $203K
|
8.5K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.75KNew |
$47.2K - $50K
|
1.75K
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.8K- 99.81% |
$1.45M - $1.53M
|
100
$2.78K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
541New |
$14.6K - $15.4K
|
541
$15K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
73.9KNew |
$1.99M - $2.11M
|
73.9K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 6.57% |
$4.74M - $5.02M
|
2.85M
$79.3M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.57K+ 68.45% |
$194K - $208K
|
18.6K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.8KNew |
$841K - $899K
|
32.8K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.2KNew |
$261K - $279K
|
10.2K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-176- 71.54% |
$4.52K - $4.83K
|
70
$1.95K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$195K - $209K
|
7.6K
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
61New |
$1.57K - $1.67K
|
61
$1.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8K- 3.27% |
$205K - $220K
|
237K
$6.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 38.49% |
$2.88K - $3.07K
|
179
$4.98K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.4KNew |
$190K - $203K
|
7.4K
$206K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
709+ 334.43% |
$17.9K - $19K
|
921
$25.6K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.01K- 23.9% |
$126K - $134K
|
15.9K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.2KNew |
$232K - $246K
|
9.2K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$254K - $269K
|
10.1K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
149New |
$3.76K - $3.98K
|
149
$4.14K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
46+ 0.09% |
$1.16K - $1.23K
|
51.4K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.45K+ 32.42% |
$87K - $92.2K
|
14.1K
$392K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-969- 88.41% |
$22K - $24.6K
|
127
$3.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447New |
$10.1K - $11.3K
|
447
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.81K+ 100.89% |
$41.2K - $46K
|
3.61K
$100K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-43- 2.25% |
$976 - $1.09K
|
1.86K
$51.8K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-647K- 42.46% |
$15M - $16.4M
|
876K
$24.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99+ 0.63% |
$2.3K - $2.51K
|
15.9K
$442K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
220New |
$5.11K - $5.58K
|
220
$6.12K
|
|