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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8KNew |
$224K - $228K
|
10.8K
$224K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.9K+ 169.94% |
$372K - $378K
|
28.4K
$591K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.53K+ 23.2% |
$94.4K - $96K
|
24.1K
$501K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.53K- 8.9% |
$52.8K - $53.6K
|
25.9K
$540K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.04K- 30.78% |
$126K - $128K
|
13.6K
$283K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.2K- 1.25% |
$87.4K - $88.9K
|
332K
$6.92M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-295- 95.47% |
$6.14K - $6.25K
|
14
$292
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 1.07% |
$239K - $243K
|
1.06M
$22.2M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.58K- 10.58% |
$32.9K - $33.4K
|
13.4K
$278K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.11K- 4.86% |
$106K - $108K
|
100K
$2.09M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.29K- 49.09% |
$173K - $176K
|
8.6K
$179K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.61K+ 45.53% |
$138K - $140K
|
21.1K
$440K
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
761+ 6.81% |
$15.8K - $16.1K
|
11.9K
$249K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.68K- 1.55% |
$35K - $35.6K
|
107K
$2.23M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
940+ 2.9% |
$19.6K - $19.9K
|
33.4K
$695K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.2K+ 1.18% |
$45.8K - $46.5K
|
188K
$3.91M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
174+ 10.06% |
$3.62K - $3.68K
|
1.9K
$39.7K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
306+ 2.4% |
$6.37K - $6.48K
|
13.1K
$272K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-408- 1.67% |
$8.09K - $8.63K
|
24.1K
$502K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16- 94.12% |
$317 - $339
|
1
$20.8
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-170- 37.44% |
$3.41K - $3.56K
|
284
$5.92K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.07KNew |
$42.2K - $43.7K
|
2.07K
$43.1K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.95K- 22.0% |
$80.6K - $83.4K
|
14K
$292K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06KNew |
$21.7K - $22.7K
|
1.06K
$22.1K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.49KNew |
$194K - $203K
|
9.49K
$198K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10.6KNew |
$215K - $226K
|
10.6K
$220K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
305New |
$6.2K - $6.51K
|
305
$6.35K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
770New |
$15.7K - $16.4K
|
770
$16K
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.48K+ 34.81% |
N/A
|
29K
$603K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-470KClosed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-415KClosed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.29KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-210Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$418K
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-31.1K- 94.5% |
N/A
|
1.81K
$37.7K
|