Purchases and Sales Made in Q4 2023 in Dream Finders Homes, Inc. (DFH)
This table provides information about the institutional ownership of Dream Finders Homes, Inc. (DFH) during Q4 2023. The information is specifically focused on institutions that hold shares of Dream Finders Homes, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
119New |
$2.21K - $4.33K
|
119
$2.87K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 10000.0% |
$1.86K - $3.64K
|
101
$2.44K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
42+ 0.21% |
$781 - $1.53K
|
20.3K
$490K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42+ 0.21% |
$781 - $1.53K
|
20.3K
$490K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 77.78% |
$651 - $1.27K
|
80
$1.93K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
35New |
$651 - $1.27K
|
35
$845
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32+ 3200.0% |
$595 - $1.17K
|
33
$796
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 5.4% |
$576 - $1.13K
|
605
$14.6K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
19+ 380.0% |
$353 - $692
|
24
$579
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15New |
$279 - $546
|
15
$362
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 240.0% |
$223 - $437
|
17
$410
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7New |
$130 - $255
|
7
$169
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2+ 0.02% |
$37.2 - $72.8
|
12.8K
$308K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$37.2 - $72.8
|
2
$48.3
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$18.6 - $36.4
|
1
$24.1
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$18.6 - $36.4
|
1
$24.1
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 50.0% |
$18.6 - $36.4
|
1
$24.1
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2Closed |
$37.2 - $72.8
|
0
$0
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-34- 16.35% |
$632 - $1.24K
|
174
$4.2K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-49- 0.41% |
$911 - $1.78K
|
12K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-50- 0.34% |
$930 - $1.82K
|
14.7K
$355K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 62.16% |
$1.28K - $2.51K
|
42
$1.01K
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-170- 0.24% |
$3.16K - $6.19K
|
70K
$1.69M
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-216- 7.78% |
$4.02K - $7.86K
|
2.56K
$61.7K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-220- 2.2% |
$4.09K - $8.01K
|
9.79K
$236K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-285- 2.4% |
$5.3K - $10.4K
|
11.6K
$279K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-307- 0.15% |
$5.71K - $11.2K
|
207K
$4.99M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-307- 1.44% |
$5.71K - $11.2K
|
21K
$508K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-429- 2.59% |
$7.98K - $15.6K
|
16.1K
$389K
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-646- 5.39% |
$12K - $23.5K
|
11.3K
$274K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-699- 2.35% |
$13K - $25.5K
|
29.1K
$702K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-742- 5.09% |
$13.8K - $27K
|
13.8K
$334K
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.11K- 22.89% |
$20.5K - $40.2K
|
3.72K
$89.8K
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.2K- 4.67% |
$22.3K - $43.7K
|
24.5K
$591K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.99K- 7.24% |
$37K - $72.5K
|
25.5K
$615K
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-2.08K- 2.7% |
$38.7K - $75.7K
|
75K
$1.81M
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-2.12K- 0.36% |
$39.4K - $77.3K
|
592K
$14.3M
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.35K- 16.37% |
$43.6K - $85.5K
|
12K
$289K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.92K- 37.68% |
$72.9K - $143K
|
6.49K
$156K
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.8K- 9.56% |
$89.2K - $175K
|
45.4K
$1.1M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.01K- 3.08% |
$93.1K - $182K
|
158K
$3.81M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.62K- 25.63% |
$104K - $205K
|
16.3K
$394K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.68K- 1.89% |
$106K - $207K
|
295K
$7.11M
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-6.38K- 23.54% |
$119K - $232K
|
20.7K
$500K
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.37K- 9.42% |
$137K - $268K
|
70.8K
$1.71M
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.45K- 9.28% |
$157K - $308K
|
82.6K
$1.99M
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-8.54K- 45.9% |
$159K - $311K
|
10.1K
$243K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.21K- 19.59% |
$171K - $335K
|
37.8K
$913K
|