Latest Institutional Sells of Donoghue Forlines Risk Managed (DFNV)
This list provides information on the latest institutional transactions involving Donoghue Forlines Risk Managed (DFNV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.3K- 3.53% |
$771K - $885K
|
720K
$27.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.63K- 6.68% |
$282K - $324K
|
135K
$5.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.8K- 3.19% |
$228K - $262K
|
237K
$9.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.45K- 11.85% |
$130K - $149K
|
33.1K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-4.15K- 2.88% |
$122K - $140K
|
140K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-960- 4.0% |
$28.1K - $32.3K
|
23K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-949- 3.51% |
$27.8K - $31.9K
|
26.1K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-624- 13.29% |
$18.3K - $21K
|
4.07K
$156K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-623- 5.63% |
$18.3K - $20.9K
|
10.4K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-616- 84.27% |
$18K - $20.7K
|
115
$4.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-504- 6.08% |
$14.8K - $16.9K
|
7.79K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-466- 2.91% |
$13.7K - $15.7K
|
15.5K
$594K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-423- 3.96% |
$12.4K - $14.2K
|
10.3K
$392K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-278- 0.11% |
$8.15K - $9.34K
|
250K
$9.57M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 0.49% |
$293 - $336
|
2.05K
$78.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-12.7K- 64.6% |
$342K - $389K
|
6.96K
$266K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.5K- 48.91% |
$279K - $318K
|
13K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-757- 56.49% |
$16.9K - $19.3K
|
583
$22.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-43.4K- 82.64% |
$936K - $1.01M
|
9.12K
$349K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.23K- 15.13% |
$48.1K - $51.7K
|
12.5K
$478K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$246K - $318K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.8KClosed |
$227K - $293K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.68KClosed |
$77.4K - $100K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-361KClosed |
$8.61M - $10.5M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-274Closed |
$7.79K - $8.59K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.7KClosed |
$242K - $276K
|
0
$0
|
|