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 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.57KNew |
$70.5K - $73.1K
|
2.57K
$74.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32New |
$878 - $910
|
32
$927
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
26.4KNew |
$724K - $750K
|
26.4K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-410- 7.83% |
$11.2K - $11.7K
|
4.83K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
438New |
$12K - $12.5K
|
438
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
170New |
$4.66K - $4.83K
|
170
$4.93K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40.8K+ 1.74% |
$1.12M - $1.16M
|
2.38M
$69M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37K+ 4.17% |
$1.01M - $1.05M
|
924K
$26.8M
|
|
| Q3 2024 | |||||||
|
Nov 04, 2025
Q3 2024
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-10.2KClosed |
$274K - $290K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.75KNew |
$47.2K - $50K
|
1.75K
$50.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
541New |
$14.6K - $15.4K
|
541
$15.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 6.57% |
$4.74M - $5.02M
|
2.85M
$82.6M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-176- 71.54% |
$4.52K - $4.83K
|
70
$2.03K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.2KNew |
$261K - $279K
|
10.2K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.57K+ 68.45% |
$194K - $208K
|
18.6K
$540K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 38.49% |
$2.88K - $3.07K
|
179
$5.19K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8K- 3.27% |
$205K - $220K
|
237K
$6.86M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
709+ 334.43% |
$17.9K - $19K
|
921
$26.7K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.2KNew |
$232K - $246K
|
9.2K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$254K - $269K
|
10.1K
$292K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
149New |
$3.76K - $3.98K
|
149
$4.32K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
46+ 0.09% |
$1.16K - $1.23K
|
51.4K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.45K+ 32.42% |
$87K - $92.2K
|
14.1K
$408K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447New |
$10.1K - $11.3K
|
447
$13K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-43- 2.25% |
$976 - $1.09K
|
1.86K
$54K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-647K- 42.46% |
$15M - $16.4M
|
876K
$25.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99+ 0.63% |
$2.3K - $2.51K
|
15.9K
$461K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
220New |
$5.11K - $5.58K
|
220
$6.38K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92K+ 1109.51% |
$72.1K - $76.2K
|
3.18K
$92.2K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64New |
$1.58K - $1.67K
|
64
$1.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.16K- 11.99% |
$177K - $187K
|
52.6K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.18K- 36.83% |
$153K - $161K
|
10.6K
$307K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.67K- 41.11% |
$140K - $148K
|
8.12K
$235K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
221+ 9.86% |
$5.46K - $5.77K
|
2.46K
$71.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
18New |
$445 - $470
|
18
$522
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.64K- 89.01% |
$189K - $200K
|
944
$27.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-705- 7.47% |
$17.4K - $18.4K
|
8.73K
$253K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.31K- 28.17% |
$81.7K - $86.4K
|
8.44K
$244K
|
|
| 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
$233K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.1K- 47.21% |
$255K - $265K
|
11.3K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.85K+ 2.81% |
$123K - $128K
|
177K
$5.14M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.9K- 11.92% |
$124K - $129K
|
36.3K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.27KNew |
$82.7K - $86K
|
3.27K
$94.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.49K+ 2.83% |
$37.7K - $39.2K
|
54.1K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-4.45K- 1.13% |
$113K - $117K
|
390K
$11.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-7.78K- 29.21% |
$197K - $205K
|
18.9K
$546K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
SELL
|
- |
-6.83K- 19.66% |
$171K - $179K
|
27.9K
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.51KNew |
$238K - $250K
|
9.51K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
6.42K+ 10.55% |
$161K - $169K
|
67.3K
$1.95M
|
|