Latest Institutional Transactions on Virtus ETF Tr Ii Seix Sr Ln Et (SEIX)
This table provides information on the latest institutional transactions involving Virtus ETF Tr Ii Seix Sr Ln Et (SEIX) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
203+ 1.99% |
$4.83K - $4.89K
|
10.4K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
197New |
$4.69K - $4.75K
|
197
$4.73K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
924New |
$22K - $22.3K
|
924
$22.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.12% |
$286 - $289
|
9.64K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
112+ 0.19% |
$2.67K - $2.7K
|
59.3K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.2K+ 50.17% |
$361K - $366K
|
45.4K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.74K+ 6.69% |
$41.4K - $42K
|
27.8K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-58.5K- 59.18% |
$1.39M - $1.41M
|
40.4K
$969K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.09K- 67.85% |
$49.7K - $50.3K
|
989
$23.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
203+ 0.81% |
$4.83K - $4.89K
|
25.2K
$605K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.2KNew |
$361K - $366K
|
15.2K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.6KNew |
$1.11M - $1.12M
|
46.6K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
74KNew |
$1.76M - $1.78M
|
74K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 5.79% |
$78.4K - $79.4K
|
60.2K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
685+ 1.81% |
$16.3K - $16.5K
|
38.5K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
132KNew |
$3.14M - $3.18M
|
132K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
47.9K+ 25.72% |
$1.14M - $1.16M
|
234K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 0.18% |
$2.48K - $2.51K
|
58.4K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45.8KNew |
$1.09M - $1.1M
|
45.8K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-233- 0.51% |
$5.55K - $5.62K
|
45.5K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
56.7KNew |
$1.35M - $1.37M
|
56.7K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.9K+ 20.98% |
$45.2K - $45.8K
|
11K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.9KNew |
$782K - $793K
|
32.9K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
300New |
$7.14K - $7.23K
|
300
$7.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.26K+ 2.27% |
$149K - $151K
|
282K
$6.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
10.6KNew |
$252K - $256K
|
10.6K
$254K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-408K- 97.65% |
$9.71M - $9.83M
|
9.8K
$235K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.48K+ 57.66% |
$35K - $35.3K
|
4.04K
$96.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.1K- 26.35% |
$477K - $481K
|
56.2K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
220+ 2.04% |
$5.22K - $5.26K
|
11K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.87KNew |
$44.3K - $44.7K
|
1.87K
$44.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-45.6K- 81.8% |
$1.08M - $1.09M
|
10.1K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53K+ 5.37% |
$36.2K - $36.5K
|
30K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$23.7 - $23.9
|
1
$24
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.5K+ 15.15% |
$771K - $777K
|
247K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35.2KNew |
$834K - $841K
|
35.2K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.7K+ 130.51% |
$965K - $973K
|
71.8K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.7K- 70.59% |
$776K - $782K
|
13.6K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4K+ 3.61% |
$94.9K - $95.7K
|
115K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.35K+ 40.01% |
$151K - $152K
|
22.2K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
761+ 7.56% |
$18.1K - $18.2K
|
10.8K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.7 - $23.9
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-671- 6.92% |
$15.9K - $16.1K
|
9.03K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
49.8KNew |
$1.18M - $1.19M
|
49.8K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185New |
$4.39K - $4.43K
|
185
$4.44K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.5K- 9.15% |
$35.6K - $35.9K
|
14.9K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.27KNew |
$220K - $222K
|
9.27K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
875+ 33.4% |
$20.8K - $20.9K
|
3.5K
$83.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.4K- 28.56% |
$389K - $393K
|
41K
$985K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-359- 34.16% |
$8.52K - $8.59K
|
692
$16.6K
|
|