Purchases and Sales Made in Q4 2023 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.5KNew |
$176K - $212K
|
2.5K
$227K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$174K - $210K
|
2.48K
$225K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.43KNew |
$171K - $206K
|
2.43K
$221K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.37KNew |
$167K - $202K
|
2.37K
$216K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.79K+ 19.27% |
$126K - $152K
|
11.1K
$1.01M
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.77K+ 8.95% |
$124K - $150K
|
21.5K
$1.96M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.74K+ 149.36% |
$123K - $148K
|
2.91K
$264K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.7K+ 40.9% |
$120K - $145K
|
5.86K
$534K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.58K+ 21.28% |
$111K - $134K
|
8.99K
$818K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.54KNew |
$109K - $131K
|
1.54K
$140K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 192.31% |
$106K - $128K
|
2.28K
$208K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4KNew |
$98.8K - $119K
|
1.4K
$128K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$93K - $112K
|
1.32K
$120K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.28K+ 11.5% |
$90.2K - $109K
|
12.4K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.03K+ 3.77% |
$72.6K - $87.6K
|
28.4K
$2.59M
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
910+ 9.91% |
$64.1K - $77.4K
|
10.1K
$919K
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
808+ 17.93% |
$56.9K - $68.7K
|
5.31K
$484K
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
726+ 1.26% |
$51.1K - $61.7K
|
58.4K
$5.31M
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
530+ 3.51% |
$37.3K - $45.1K
|
15.7K
$1.42M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
454New |
$32K - $38.6K
|
454
$41.3K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
360+ 47.06% |
$25.4K - $30.6K
|
1.13K
$102K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
353+ 13.06% |
$24.9K - $30K
|
3.06K
$278K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
337New |
$23.7K - $28.6K
|
337
$30.7K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
315+ 450.0% |
$22.2K - $26.8K
|
385
$35.1K
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
280+ 8.53% |
$19.7K - $23.8K
|
3.56K
$324K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
205New |
$14.4K - $17.4K
|
205
$18.7K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
159New |
$11.2K - $13.5K
|
159
$14.5K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
147New |
$10.4K - $12.5K
|
147
$13.4K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
98New |
$6.9K - $8.33K
|
98
$8.92K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
95+ 2.02% |
$6.69K - $8.08K
|
4.79K
$436K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
86+ 2.45% |
$6.06K - $7.31K
|
3.6K
$328K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76New |
$5.35K - $6.46K
|
76
$6.92K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53+ 0.23% |
$3.73K - $4.51K
|
23.5K
$2.14M
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
51+ 2.23% |
$3.59K - $4.34K
|
2.34K
$213K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
29New |
$2.04K - $2.47K
|
29
$2.64K
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
23+ 0.62% |
$1.62K - $1.96K
|
3.73K
$339K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23+ 0.32% |
$1.62K - $1.96K
|
7.15K
$650K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11New |
$775 - $935
|
11
$1K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$705 - $850
|
10
$910
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
10New |
$705 - $850
|
10
$910
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3New |
$211 - $255
|
3
$273
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2New |
$141 - $170
|
2
$182
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$70.5 - $85
|
1.2K
$109K
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.31% |
$70.5 - $85
|
324
$29.5K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$70.5 - $85
|
353
$32.1K
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.03% |
$70.5 - $85
|
3.28K
$298K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-10- 0.35% |
$705 - $850
|
2.87K
$261K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 1.49% |
$1.06K - $1.28K
|
991
$90.2K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 17.54% |
$1.41K - $1.7K
|
94
$8.56K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20- 0.18% |
$1.41K - $1.7K
|
11.1K
$1.01M
|