Purchases and Sales Made in Q1 2025 in Xtrackers Msci Eafe High Div Y (HDEF)
This table provides information about the institutional ownership of Xtrackers Msci Eafe High Div Y (HDEF) during Q1 2025. The information is specifically focused on institutions that hold shares of XTRACKERS MSCI EAFE HIGH DIV Y.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
814K+ 2.42% |
$19.6M - $22.6M
|
34.5M
$970M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
426K+ 85.49% |
$10.3M - $11.8M
|
925K
$26M
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
266KNew |
$6.4M - $7.36M
|
266K
$7.47M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
164K+ 0.0% |
$3.94M - $4.54M
|
164K
$4.6M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
89.6KNew |
$2.16M - $2.49M
|
89.6K
$2.52M
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
49.9KNew |
$1.2M - $1.38M
|
49.9K
$1.4M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
40.3KNew |
$970K - $1.12M
|
40.3K
$1.13M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32.4K+ 1.81% |
$780K - $898K
|
1.82M
$51.2M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
25.6KNew |
$616K - $709K
|
25.6K
$719K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.8K+ 1.3% |
$477K - $549K
|
1.54M
$43.4M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.5K+ 4.93% |
$469K - $540K
|
414K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.9K+ 13.15% |
$407K - $468K
|
145K
$4.08M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 15.53% |
$402K - $463K
|
124K
$3.49M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.3K+ 6.15% |
$393K - $452K
|
281K
$7.91M
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
15.8K+ 7.69% |
$381K - $438K
|
221K
$6.22M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.7K+ 1.55% |
$379K - $436K
|
1.03M
$29M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7K+ 27.49% |
$257K - $295K
|
49.4K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
10.6KNew |
$256K - $294K
|
10.6K
$299K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.71KNew |
$234K - $269K
|
9.71K
$273K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.13KNew |
$196K - $225K
|
8.13K
$229K
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.13KNew |
$196K - $225K
|
8.13K
$229K
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
7.74KNew |
$187K - $215K
|
7.74K
$218K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.35K+ 37.81% |
$177K - $204K
|
26.8K
$754K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.01K+ 3.19% |
$145K - $167K
|
195K
$5.48M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.37K+ 37.36% |
$105K - $121K
|
16.1K
$452K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.37K+ 223.92% |
$81.2K - $93.5K
|
4.88K
$137K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.14K+ 660.99% |
$51.5K - $59.2K
|
2.46K
$69.2K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.07KNew |
$50K - $57.5K
|
2.07K
$58.4K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.84K+ 21.56% |
$44.3K - $50.9K
|
10.4K
$291K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.68K+ 7.21% |
$40.5K - $46.6K
|
25K
$702K
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
1.56K+ 2.85% |
$37.5K - $43.1K
|
56.1K
$1.58M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.47KNew |
$35.4K - $40.7K
|
1.47K
$41.3K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 6.71% |
$31.5K - $36.2K
|
20.8K
$585K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.3KNew |
$31.2K - $35.9K
|
1.3K
$36.5K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
715+ 29.09% |
$17.2K - $19.8K
|
3.17K
$89.3K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
578+ 66.06% |
$13.9K - $16K
|
1.45K
$40.9K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
564+ 0.09% |
$13.6K - $15.6K
|
595K
$16.7M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
537New |
$12.9K - $14.9K
|
537
$15.1K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
531New |
$12.8K - $14.7K
|
531
$14.9K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
479New |
$11.5K - $13.3K
|
479
$13.5K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 79.37% |
$2.41K - $2.77K
|
226
$6.36K
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
77+ 0.65% |
$1.86K - $2.14K
|
11.9K
$335K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
46New |
$1.11K - $1.28K
|
46
$1.29K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.73% |
$121 - $139
|
694
$19.5K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5New |
$121 - $139
|
5
$141
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$24.1 - $27.7
|
124K
$3.48M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64- 0.48% |
$1.54K - $1.77K
|
13.4K
$377K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-85- 17.78% |
$2.05K - $2.36K
|
393
$11.1K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-148- 5.14% |
$3.57K - $4.1K
|
2.73K
$76.9K
|