Purchases and Sales Made in Q4 2023 in Direxion Shs ETF Tr Auspice Br (COM)
This table provides information about the institutional ownership of Direxion Shs ETF Tr Auspice Br (COM) during Q4 2023. The information is specifically focused on institutions that hold shares of DIREXION SHS ETF TR AUSPICE BR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
202K+ 273.58% |
$5.58M - $5.98M
|
276K
$7.93M
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
117KNew |
$3.24M - $3.48M
|
117K
$3.37M
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74.8K+ 79.99% |
$2.07M - $2.22M
|
168K
$4.84M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.9K+ 35.34% |
$1.93M - $2.07M
|
268K
$7.7M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
55.6KNew |
$1.54M - $1.65M
|
55.6K
$1.6M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.5K+ 95.66% |
$1.45M - $1.56M
|
107K
$3.09M
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50.9KNew |
$1.41M - $1.51M
|
50.9K
$1.46M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.8K+ 94.1% |
$1.32M - $1.42M
|
98.6K
$2.83M
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
36.9KNew |
$1.02M - $1.09M
|
36.9K
$1.06M
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
24.7K+ 9.08% |
$682K - $732K
|
297K
$8.53M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
24.5KNew |
$677K - $726K
|
24.5K
$705K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22KNew |
$609K - $653K
|
22K
$633K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.2KNew |
$447K - $480K
|
16.2K
$465K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11.9K+ 168.1% |
$328K - $352K
|
19K
$545K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.2KNew |
$227K - $243K
|
8.2K
$236K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.42KNew |
$205K - $220K
|
7.42K
$213K
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.77K+ 21.05% |
$187K - $201K
|
38.9K
$1.12M
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.46K+ 7.94% |
$123K - $132K
|
60.7K
$1.75M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.81KNew |
$105K - $113K
|
3.81K
$109K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.69K+ 1.85% |
$102K - $109K
|
203K
$5.84M
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
3.66K+ 30.51% |
$101K - $109K
|
15.7K
$451K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.01K+ 18.12% |
$83.1K - $89.1K
|
19.6K
$563K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.07K+ 8.74% |
$57.3K - $61.5K
|
25.8K
$741K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55KNew |
$42.7K - $45.8K
|
1.55K
$44.5K
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.27K+ 1.08% |
$35.1K - $37.7K
|
118K
$3.41M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.25KNew |
$34.7K - $37.2K
|
1.25K
$36.1K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
228New |
$6.3K - $6.76K
|
228
$6.56K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
144New |
$3.98K - $4.27K
|
144
$4.14K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
104+ 0.66% |
$2.87K - $3.08K
|
15.9K
$458K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.03% |
$82.9 - $88.9
|
8.77K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.57% |
$27.6 - $29.7
|
177
$5.09K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$27.6 - $29.7
|
1
$28.8
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-127- 6.51% |
$3.51K - $3.77K
|
1.83K
$52.5K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-159- 2.56% |
$4.39K - $4.71K
|
6.06K
$174K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200Closed |
$5.53K - $5.93K
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-412- 0.95% |
$11.4K - $12.2K
|
43K
$1.24M
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.16K- 2.2% |
$32K - $34.4K
|
51.6K
$1.48M
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.36K- 2.05% |
$37.5K - $40.2K
|
64.9K
$1.87M
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.7K- 3.74% |
$47K - $50.4K
|
43.8K
$1.26M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.93K- 6.9% |
$53.3K - $57.2K
|
26K
$749K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.99K- 20.95% |
$54.9K - $58.9K
|
7.5K
$216K
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.07K- 8.52% |
$57.1K - $61.3K
|
22.2K
$638K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.1K- 11.27% |
$58K - $62.2K
|
16.5K
$475K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.83K- 24.74% |
$78.3K - $84K
|
8.62K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.64K- 28.07% |
$156K - $167K
|
14.5K
$416K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-6.12K- 8.3% |
$169K - $182K
|
67.7K
$1.95M
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-6.21K- 6.01% |
$172K - $184K
|
97.1K
$2.79M
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.32K- 21.99% |
$202K - $217K
|
25.9K
$746K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.12K- 37.22% |
$224K - $241K
|
13.7K
$394K
|