Purchases and Sales Made in Q3 2023 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
675K+ 107.89% |
$49.7M - $54.5M
|
1.3M
$124M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
543K+ 71.62% |
$40M - $43.8M
|
1.3M
$124M
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
302K+ 72.1% |
$22.3M - $24.4M
|
721K
$68.6M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
237K+ 97.85% |
$17.5M - $19.2M
|
480K
$45.7M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103K+ 126.0% |
$7.6M - $8.34M
|
185K
$17.6M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
96K+ 156.24% |
$7.08M - $7.76M
|
157K
$15M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
84.4K+ 3030.02% |
$6.22M - $6.82M
|
87.2K
$8.3M
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
39.3K+ 52.15% |
$2.89M - $3.17M
|
115K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.8K+ 74.39% |
$2.56M - $2.81M
|
81.5K
$7.76M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.6KNew |
$2.25M - $2.47M
|
30.6K
$2.91M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28.6KNew |
$2.11M - $2.31M
|
28.6K
$2.73M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.8K+ 397.47% |
$1.75M - $1.92M
|
29.7K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
22.2KNew |
$1.63M - $1.79M
|
22.2K
$2.11M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.7KNew |
$1.6M - $1.75M
|
21.7K
$2.07M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.5KNew |
$1.44M - $1.58M
|
19.5K
$1.86M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.7KNew |
$1.01M - $1.1M
|
13.7K
$1.3M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11K+ 75.78% |
$814K - $892K
|
25.6K
$2.44M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.4KNew |
$767K - $840K
|
10.4K
$991K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 25.35% |
$742K - $814K
|
49.8K
$4.74M
|
|
Oct 25, 2023
Q3 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
8.29K+ 5.3% |
$611K - $670K
|
165K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8K+ 6.79% |
$590K - $646K
|
126K
$12M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.82KNew |
$576K - $631K
|
7.82K
$744K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.7K+ 248.53% |
$567K - $622K
|
10.8K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.89K+ 132.76% |
$508K - $556K
|
12.1K
$1.15M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.54KNew |
$482K - $528K
|
6.54K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.42KNew |
$473K - $519K
|
6.42K
$612K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.34KNew |
$467K - $512K
|
6.34K
$604K
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.83K+ 11.26% |
$430K - $471K
|
57.6K
$5.49M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.62KNew |
$340K - $373K
|
4.62K
$440K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.35KNew |
$320K - $351K
|
4.35K
$414K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$281K - $308K
|
3.81K
$363K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.5KNew |
$258K - $282K
|
3.5K
$333K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.4KNew |
$251K - $275K
|
3.4K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.28KNew |
$242K - $265K
|
3.28K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.25KNew |
$239K - $262K
|
3.25K
$309K
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3.05KNew |
$225K - $247K
|
3.05K
$291K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 16.02% |
$220K - $241K
|
21.6K
$2.06M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.88KNew |
$212K - $232K
|
2.88K
$274K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.7KNew |
$199K - $218K
|
2.7K
$257K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.29KNew |
$169K - $185K
|
2.29K
$218K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.29K+ 5.27% |
$169K - $185K
|
45.7K
$4.35M
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.08K+ 29.3% |
$153K - $168K
|
9.18K
$874K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.17KNew |
$85.8K - $94.1K
|
1.17K
$111K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.02K+ 16.55% |
$75.2K - $82.5K
|
7.19K
$685K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01KNew |
$74.1K - $81.2K
|
1.01K
$95.8K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
825+ 4.4% |
$60.8K - $66.6K
|
19.6K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
780New |
$57.5K - $63K
|
780
$74.3K
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
705+ 1.53% |
$51.9K - $56.9K
|
46.8K
$4.45M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
502New |
$37K - $40.5K
|
502
$47.8K
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
395+ 4.0% |
$29.1K - $31.9K
|
10.3K
$978K
|