Purchases and Sales Made in Q1 2024 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q1 2024. The information is specifically focused on institutions that hold shares of DIREXION NASDAQ-100 EQUAL WEIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.66K+ 26.99% |
$218K - $238K
|
12.5K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.51K+ 77.77% |
$206K - $224K
|
5.74K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.45KNew |
$201K - $219K
|
2.45K
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.44K+ 18.5% |
$201K - $218K
|
15.6K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.42KNew |
$199K - $217K
|
2.42K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.38KNew |
$195K - $213K
|
2.38K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.35KNew |
$193K - $210K
|
2.35K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.31KNew |
$190K - $207K
|
2.31K
$218K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.31KNew |
$189K - $206K
|
2.31K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.28KNew |
$187K - $204K
|
2.28K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.26KNew |
$186K - $202K
|
2.26K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.23KNew |
$183K - $200K
|
2.23K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.02K+ 7.12% |
$166K - $181K
|
30.4K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.85K+ 74.23% |
$152K - $166K
|
4.35K
$410K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.77K+ 7.47% |
$145K - $158K
|
25.5K
$2.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.64K+ 25.51% |
$134K - $146K
|
8.05K
$759K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.61K+ 27.46% |
$132K - $144K
|
7.47K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.5K+ 7.9% |
$123K - $134K
|
20.5K
$1.93M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.48KNew |
$121K - $132K
|
1.48K
$139K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.33KNew |
$110K - $119K
|
1.33K
$126K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.28KNew |
$105K - $115K
|
1.28K
$121K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.02K+ 15.65% |
$83.9K - $91.3K
|
7.55K
$712K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
952New |
$78.2K - $85.2K
|
952
$89.8K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
906+ 8.64% |
$74.4K - $81.1K
|
11.4K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
896+ 16.86% |
$73.6K - $80.2K
|
6.21K
$586K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
761+ 49.35% |
$62.5K - $68.1K
|
2.3K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
671New |
$55.1K - $60K
|
671
$63.3K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
658+ 10.32% |
$54K - $58.9K
|
7.03K
$663K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
639+ 0.45% |
$52.5K - $57.2K
|
143K
$13.5M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
535+ 3.42% |
$43.9K - $47.9K
|
16.2K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
496+ 3.68% |
$40.7K - $44.4K
|
14K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
425New |
$34.9K - $38K
|
425
$40.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
415+ 3.74% |
$34.1K - $37.1K
|
11.5K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
408+ 17.41% |
$33.5K - $36.5K
|
2.75K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
346New |
$28.4K - $31K
|
346
$32.6K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
323New |
$26.5K - $28.9K
|
323
$30.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
316+ 2.52% |
$26K - $28.3K
|
12.9K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
290New |
$23.8K - $25.9K
|
290
$27.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250New |
$20.5K - $22.4K
|
250
$23.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
239+ 1.76% |
$19.6K - $21.4K
|
13.8K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
228+ 3.93% |
$18.7K - $20.4K
|
6.03K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
215New |
$17.7K - $19.2K
|
215
$20.3K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
160+ 6.46% |
$13.1K - $14.3K
|
2.64K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
146+ 1.32% |
$12K - $13.1K
|
11.2K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
143+ 953.33% |
$11.7K - $12.8K
|
158
$14.9K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
140+ 1.39% |
$11.5K - $12.5K
|
10.2K
$965K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
105+ 27.27% |
$8.62K - $9.39K
|
490
$46.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
96+ 2.58% |
$7.88K - $8.59K
|
3.82K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
95+ 2.67% |
$7.8K - $8.5K
|
3.66K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 2.19% |
$5.5K - $5.99K
|
3.12K
$295K
|