Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Low Dura (PFLD) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM LOW DURA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
519KNew |
$10.7M - $11.1M
|
519K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
284K+ 18.29% |
$5.85M - $6.06M
|
1.84M
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
169KNew |
$3.48M - $3.61M
|
169K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 79.04% |
$2.52M - $2.62M
|
278K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.8K+ 1.82% |
$1.93M - $2M
|
5.25M
$108M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91K+ 11.5% |
$1.87M - $1.94M
|
883K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
66.6K+ 13.81% |
$1.37M - $1.42M
|
549K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
48.9K+ 8.07% |
$1.01M - $1.04M
|
654K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.3K+ 535.34% |
$972K - $1.01M
|
56.1K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
32.2KNew |
$663K - $687K
|
32.2K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.2KNew |
$662K - $687K
|
32.2K
$664K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.1K+ 34.81% |
$661K - $685K
|
124K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.3K+ 49.54% |
$581K - $603K
|
85.4K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.8KNew |
$531K - $551K
|
25.8K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 9.9% |
$509K - $528K
|
275K
$5.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
19.1KNew |
$392K - $407K
|
19.1K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8KNew |
$345K - $358K
|
16.8K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.5KNew |
$318K - $330K
|
15.5K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.5K+ 5.51% |
$277K - $287K
|
258K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 16.28% |
$249K - $258K
|
86.5K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.9K+ 38.05% |
$244K - $253K
|
43.1K
$887K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.5KNew |
$236K - $245K
|
11.5K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.6KNew |
$217K - $226K
|
10.6K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.29KNew |
$170K - $177K
|
8.29K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.66K+ 76.44% |
$157K - $163K
|
17.7K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.26K+ 23.83% |
$129K - $133K
|
32.5K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.23K+ 3.99% |
$128K - $133K
|
162K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.45K+ 8.68% |
$91.4K - $94.9K
|
55.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.74K+ 8.75% |
$56.4K - $58.5K
|
34.1K
$702K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.65KNew |
$54.5K - $56.5K
|
2.65K
$54.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.65K+ 13.24% |
$54.5K - $56.5K
|
22.7K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.79K+ 38.17% |
$36.9K - $38.3K
|
6.49K
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.09K+ 3.63% |
$22.3K - $23.1K
|
31K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
800+ 3.25% |
$16.4K - $17.1K
|
25.4K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
598New |
$12.3K - $12.8K
|
598
$12.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
556+ 1.05% |
$11.4K - $11.9K
|
53.6K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
403New |
$8.29K - $8.6K
|
403
$8.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
342+ 3.24% |
$7.03K - $7.29K
|
10.9K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
260+ 66.33% |
$5.35K - $5.55K
|
652
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72+ 19.1% |
$1.48K - $1.54K
|
449
$9.25K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
33New |
$678 - $704
|
33
$680
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.03% |
$123 - $128
|
19.4K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2New |
$41.1 - $42.7
|
2
$41.2
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-53- 0.37% |
$1.09K - $1.13K
|
14.5K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-170- 1.71% |
$3.5K - $3.63K
|
9.77K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 1.07% |
$26.3K - $27.3K
|
118K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.87K- 0.7% |
$38.4K - $39.8K
|
266K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.4K- 6.86% |
$69.9K - $72.5K
|
46.2K
$952K
|