Latest Institutional Purchases of Donoghue Forlines Risk Managed (DFNV)
This list provides information on the latest institutional transactions involving Donoghue Forlines Risk Managed (DFNV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.7KNew |
$222K - $257K
|
6.7K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.63K+ 11.31% |
$186K - $216K
|
55.4K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
46+ 40.0% |
$1.52K - $1.77K
|
161
$5.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.1 - $38.4
|
1
$35.8
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
300New |
$8.79K - $10.1K
|
300
$10.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
93+ 0.38% |
$2.72K - $3.13K
|
24.8K
$887K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.77KNew |
$0 - $87.4K
|
2.77K
$99K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.47KNew |
$256K - $290K
|
9.47K
$339K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.6KNew |
$236K - $256K
|
9.6K
$343K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57KNew |
$34.3K - $36.9K
|
1.57K
$56K
|
|
| Q4 2022 | |||||||
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.42KNew |
$30.6K - $32.9K
|
1.42K
$50.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150New |
$3.23K - $3.48K
|
150
$5.36K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.9K+ 27.03% |
$308K - $377K
|
60.7K
$2.17M
|
|