Latest Institutional Transactions on Donoghue Forlines Tactical Hig (DFHY)
This table provides information on the latest institutional transactions involving Donoghue Forlines Tactical Hig (DFHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-167- 0.79% |
$3.47K - $3.65K
|
20.9K
$446K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.41K+ 2.62% |
$175K - $184K
|
330K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.08K- 72.53% |
$22.4K - $23.6K
|
409
$8.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 3.12% |
$20.8K - $21.9K
|
33.1K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20.8 - $21.9
|
1
$21.3
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.16K- 23.66% |
$65.6K - $69.1K
|
10.2K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.08K+ 8.26% |
$63.9K - $67.3K
|
40.3K
$860K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.4KNew |
$237K - $250K
|
11.4K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.76K- 19.63% |
$36.6K - $38.5K
|
7.21K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.42K- 11.66% |
$29.5K - $31.1K
|
10.8K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 1.06% |
$21.2K - $22.4K
|
97.8K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 13.46% |
$75.1K - $79.1K
|
23.2K
$496K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
319+ 0.03% |
$6.63K - $6.98K
|
1.02M
$21.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-67- 0.54% |
$1.39K - $1.47K
|
12.3K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.31K+ 1.3% |
$27.3K - $28.7K
|
102K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7+ 0.07% |
$145 - $153
|
10.5K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03K- 7.83% |
$21.5K - $22.6K
|
12.2K
$259K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.99K- 3.25% |
$124K - $131K
|
178K
$3.8M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71New |
$1.47K - $1.5K
|
71
$1.51K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
42+ 0.35% |
$871 - $886
|
12K
$256K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 0.58% |
$228 - $232
|
1.89K
$40.4K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8KNew |
$224K - $228K
|
10.8K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.53K+ 23.2% |
$94.4K - $96K
|
24.1K
$513K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-170- 37.44% |
$3.41K - $3.56K
|
284
$6.06K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.95K- 22.0% |
$80.6K - $83.4K
|
14K
$299K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06KNew |
$21.7K - $22.7K
|
1.06K
$22.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.49KNew |
$194K - $203K
|
9.49K
$202K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10.6KNew |
$215K - $226K
|
10.6K
$226K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
305New |
$6.2K - $6.51K
|
305
$6.51K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
770New |
$15.7K - $16.4K
|
770
$16.4K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.48K+ 34.81% |
$155K - $168K
|
29K
$618K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-470KClosed |
$9.9M - $10.9M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.2KClosed |
$405K - $446K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-415KClosed |
$9.59M - $10.2M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.29KClosed |
$29.8K - $31.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-210Closed |
$5.13K - $5.24K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.5KClosed |
$284K - $291K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
20.1KNew |
$501K - $506K
|
20.1K
$428K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-31.1K- 94.5% |
$776K - $784K
|
1.81K
$38.6K
|
|