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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.79K+ 4.72% |
$184K - $204K
|
84.1K
$4.57M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.91K- 0.87% |
$92.8K - $103K
|
217K
$11.8M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.79KNew |
$184K - $204K
|
3.79K
$206K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.7K+ 864.55% |
$2.18M - $2.41M
|
49.9K
$2.71M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
243New |
$11.8K - $13.1K
|
243
$13.2K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
817KNew |
$39.8M - $44.1M
|
817K
$44.4M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.31KNew |
$355K - $394K
|
7.31K
$397K
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.31KNew |
$355K - $394K
|
7.31K
$397K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-351- 34.31% |
$17.1K - $18.9K
|
672
$36.5K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
29.7KNew |
$1.44M - $1.6M
|
29.7K
$1.61M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
329K+ 75.73% |
$14M - $16.3M
|
763K
$41.5M
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.41KNew |
$400K - $467K
|
9.41K
$511K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$456K - $532K
|
10.7K
$582K
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
227+ 1.2% |
$9.66K - $11.3K
|
19.1K
$1.04M
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
12New |
$510 - $596
|
12
$652
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
13.7K+ 1.66% |
$583K - $680K
|
837K
$45.5M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
283New |
$12K - $14.1K
|
283
$15.4K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.16KNew |
$305K - $356K
|
7.16K
$389K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
160New |
$7.1K - $7.53K
|
160
$8.69K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 70.33% |
$5.68K - $6.02K
|
54
$2.93K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
646New |
$28.7K - $30.4K
|
646
$35.1K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
402New |
$17.8K - $18.9K
|
402
$21.8K
|
|
Q1 2023 | |||||||
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
140New |
$5.71K - $6.26K
|
140
$7.61K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.79KNew |
$277K - $304K
|
6.79K
$369K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.8KNew |
$1.05M - $1.15M
|
25.8K
$1.4M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5KNew |
$204K - $224K
|
5K
$272K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
575New |
$21.4K - $24.7K
|
575
$31.2K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
179+ 1.86% |
$6.66K - $7.7K
|
9.83K
$534K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.5KNew |
$130K - $151K
|
3.5K
$190K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$408K - $472K
|
11K
$597K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
38New |
$1.41K - $1.63K
|
38
$2.06K
|
|
Q2 2022 | |||||||
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-60.6KClosed |
$2.29M - $2.73M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.4KNew |
$920K - $1.1M
|
24.4K
$1.32M
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-61.7KClosed |
$2.33M - $2.78M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.06K- 11.61% |
$153K - $183K
|
30.9K
$1.68M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
28New |
$1.06K - $1.26K
|
28
$1.52K
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.2KNew |
$901K - $989K
|
21.2K
$1.15M
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-150KClosed |
$6.36M - $6.98M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-189Closed |
$8.02K - $8.81K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.64KNew |
$112K - $123K
|
2.64K
$143K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5Closed |
$212 - $233
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-30Closed |
$1.27K - $1.4K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$2.55K - $2.8K
|
60
$3.26K
|
|
Q4 2021 | |||||||
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$4.1K - $4.64K
|
100
$5.43K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
47New |
$1.87K - $1.97K
|
47
$2.55K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
148New |
$5.9K - $6.21K
|
148
$8.04K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
264New |
$10.5K - $11.1K
|
264
$14.3K
|
|
Q1 2021 | |||||||
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500+ 58.21% |
$17.9K - $19.9K
|
1.36K
$73.8K
|