Purchases and Sales Made in Q4 2023 in Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET) during Q4 2023. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II VIRTUS TERRAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.9KNew |
$603K - $713K
|
22.9K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6K+ 57.06% |
$437K - $516K
|
45.7K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.2KNew |
$320K - $378K
|
12.2K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.14K+ 6.85% |
$56.2K - $66.4K
|
33.3K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
750New |
$19.7K - $23.3K
|
750
$29.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
427+ 5.52% |
$11.2K - $13.3K
|
8.16K
$316K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
385+ 0.65% |
$10.1K - $12K
|
60.1K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
305+ 232.82% |
$8.02K - $9.48K
|
436
$16.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170+ 1.28% |
$4.47K - $5.29K
|
13.5K
$522K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
125+ 0.82% |
$3.29K - $3.89K
|
15.3K
$594K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
23+ 2.0% |
$605 - $715
|
1.18K
$45.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-210- 0.5% |
$5.52K - $6.53K
|
42.2K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-386- 4.15% |
$10.2K - $12K
|
8.92K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-506- 0.9% |
$13.3K - $15.7K
|
55.7K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 1.12% |
$38.9K - $46K
|
130K
$5.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.14K- 12.29% |
$82.7K - $97.7K
|
22.4K
$870K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.5K- 11.45% |
$92K - $109K
|
27K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-9.35K- 15.3% |
$246K - $291K
|
51.7K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.3K- 42.73% |
$324K - $382K
|
16.5K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.8K- 38.08% |
$336K - $397K
|
20.8K
$807K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.1K- 26.53% |
$529K - $625K
|
55.7K
$2.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-39.1K- 71.53% |
$1.03M - $1.21M
|
15.5K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-71.1K- 94.36% |
$1.87M - $2.21M
|
4.25K
$165K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-74.8K- 98.55% |
$1.97M - $2.33M
|
1.1K
$42.6K
|