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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64New |
$1.58K - $1.67K
|
64
$1.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92K+ 1109.51% |
$72.1K - $76.2K
|
3.18K
$88.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.18K- 36.83% |
$153K - $161K
|
10.6K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.16K- 11.99% |
$177K - $187K
|
52.6K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.67K- 41.11% |
$140K - $148K
|
8.12K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
221+ 9.86% |
$5.46K - $5.77K
|
2.46K
$68.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
18New |
$445 - $470
|
18
$501
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-705- 7.47% |
$17.4K - $18.4K
|
8.73K
$243K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.64K- 89.01% |
$189K - $200K
|
944
$26.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.31K- 28.17% |
$81.7K - $86.4K
|
8.44K
$235K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03KClosed |
$26.1K - $27.1K
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.04KNew |
$204K - $212K
|
8.04K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.1K- 47.21% |
$255K - $265K
|
11.3K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 524.49% |
$45.6K - $47.3K
|
2.14K
$59.6K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.85K+ 2.81% |
$123K - $128K
|
177K
$4.93M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.9K- 11.92% |
$124K - $129K
|
36.3K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.27KNew |
$82.7K - $86K
|
3.27K
$90.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.14K- 64.64% |
$231K - $241K
|
5K
$139K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.49K+ 2.83% |
$37.7K - $39.2K
|
54.1K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-4.45K- 1.13% |
$113K - $117K
|
390K
$10.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-7.78K- 29.21% |
$197K - $205K
|
18.9K
$524K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
6.42K+ 10.55% |
$161K - $169K
|
67.3K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
461New |
$11.5K - $12.1K
|
461
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.51KNew |
$238K - $250K
|
9.51K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
255New |
$6.38K - $6.7K
|
255
$7.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
151New |
$3.78K - $3.97K
|
151
$4.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
328New |
$8.2K - $8.62K
|
328
$9.12K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-25.8K- 72.95% |
$646K - $679K
|
9.58K
$266K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.34KNew |
$58.5K - $61.5K
|
2.34K
$65K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.77K- 23.69% |
$69.3K - $72.8K
|
8.93K
$248K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.81K+ 6.99% |
$71.2K - $77.1K
|
43K
$1.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.03KNew |
$26.1K - $28.2K
|
1.03K
$28.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5K+ 6.17% |
$127K - $137K
|
86K
$2.39M
|
|
| Q2 2022 | |||||||
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-96.1KClosed |
$2.49M - $2.68M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.62K- 12.62% |
$223K - $240K
|
59.7K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-10.7KClosed |
$276K - $297K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
29.9K+ 10.36% |
$776K - $835K
|
319K
$8.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2KClosed |
$317K - $341K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.96K- 70.64% |
$50.8K - $54.7K
|
815
$22.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-38KClosed |
$986K - $1.06M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-457- 3.07% |
$11.8K - $12.7K
|
14.4K
$401K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
995+ 3.93% |
$25.8K - $27.7K
|
26.3K
$732K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-323KClosed |
$8.37M - $9M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90+ 1.95% |
$2.33K - $2.51K
|
4.71K
$131K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.78KNew |
$124K - $133K
|
4.78K
$133K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-452KClosed |
$11.7M - $12.6M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-770- 4.04% |
$20K - $21.5K
|
18.3K
$509K
|
|
| Q1 2022 | |||||||
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.93KClosed |
$193K - $200K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.4K+ 15.72% |
$39.1K - $40.5K
|
10.3K
$287K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-35.6KClosed |
$993K - $1.03M
|
0
$0
|
|