Latest Institutional Transactions on ETF Ser Solution Distillate Us (DSTL)
This table provides information on the latest institutional transactions involving ETF Ser Solution Distillate Us (DSTL) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.64K- 28.15% |
$141K - $151K
|
6.74K
$386K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-117- 0.4% |
$6.23K - $6.7K
|
29.4K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
562New |
$29.9K - $32.2K
|
562
$32.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.5KNew |
$246K - $265K
|
4.5K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
71New |
$3.89K - $4.18K
|
71
$4.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
493+ 8.77% |
$27K - $29K
|
6.11K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
70.4KNew |
$3.86M - $4.15M
|
70.4K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-173K- 3.15% |
$9.46M - $10.2M
|
5.32M
$304M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.32MNew |
$72.2M - $77.7M
|
1.32M
$75.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.35K- 41.45% |
$183K - $197K
|
4.73K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
639New |
$35K - $37.6K
|
639
$36.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72New |
$3.94K - $4.24K
|
72
$4.12K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-727- 8.66% |
$39.8K - $42.8K
|
7.67K
$439K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$50.9 - $56.8
|
4.8K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12KNew |
$610K - $681K
|
12K
$685K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
451+ 469.79% |
$22.9K - $25.6K
|
547
$31.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3- 7.89% |
$153 - $170
|
35
$2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
364+ 0.08% |
$18.5K - $20.7K
|
438K
$25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.2K+ 5.12% |
$1.13M - $1.26M
|
455K
$26M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-10K- 73.9% |
$509K - $568K
|
3.53K
$202K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
85.9K+ 291.27% |
$4.35M - $4.61M
|
115K
$6.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 10.95% |
$2.64K - $2.79K
|
527
$30.1K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.72KNew |
$442K - $468K
|
8.72K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.4KNew |
$528K - $559K
|
10.4K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.24KNew |
$215K - $227K
|
4.24K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-151- 1.59% |
$7.66K - $8.1K
|
9.35K
$535K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-63.4K- 53.01% |
$3.21M - $3.4M
|
56.2K
$3.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
44.9K+ 7.81% |
$2.28M - $2.41M
|
619K
$35.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.44K+ 35.21% |
$276K - $292K
|
20.9K
$1.19M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-33Closed |
$1.6K - $1.78K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.79K+ 4.72% |
$184K - $204K
|
84.1K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 153.81% |
$672K - $745K
|
22.8K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.91K- 0.87% |
$92.8K - $103K
|
217K
$12.4M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
817KNew |
$39.8M - $44.1M
|
817K
$46.7M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.31KNew |
$355K - $394K
|
7.31K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.31KNew |
$355K - $394K
|
7.31K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-351- 34.31% |
$17.1K - $18.9K
|
672
$38.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
29.7KNew |
$1.44M - $1.6M
|
29.7K
$1.7M
|
|
| Q4 2023 | |||||||
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-25.8KClosed |
$1.1M - $1.28M
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.41KNew |
$400K - $467K
|
9.41K
$538K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$456K - $532K
|
10.7K
$613K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
227+ 1.2% |
$9.66K - $11.3K
|
19.1K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
12New |
$510 - $596
|
12
$686
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
13.7K+ 1.66% |
$583K - $680K
|
837K
$47.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
283New |
$12K - $14.1K
|
283
$16.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.16KNew |
$305K - $356K
|
7.16K
$410K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
160New |
$7.1K - $7.53K
|
160
$9.15K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
646New |
$28.7K - $30.4K
|
646
$36.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
402New |
$17.8K - $18.9K
|
402
$23K
|
|