Purchases and Sales Made in Q1 2024 in Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV) during Q1 2024. The information is specifically focused on institutions that hold shares of DONOGHUE FORLINES RISK MANAGED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
251KNew |
$6.78M - $7.7M
|
251K
$9.28M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.47KNew |
$256K - $290K
|
9.47K
$350K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.61KNew |
$232K - $264K
|
8.61K
$318K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.22K+ 62.61% |
$168K - $190K
|
16.1K
$596K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.39K+ 14.02% |
$64.3K - $73K
|
19.4K
$716K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 16.1% |
$8.09K - $9.19K
|
2.16K
$79.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-574- 5.0% |
$15.5K - $17.6K
|
10.9K
$402K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-714- 2.93% |
$19.3K - $21.9K
|
23.6K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-820- 14.58% |
$22.1K - $25.1K
|
4.81K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.25K- 90.32% |
$33.7K - $38.3K
|
134
$4.95K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.45K- 5.01% |
$39.1K - $44.4K
|
27.5K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.26K- 21.35% |
$61K - $69.2K
|
8.33K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.58K- 17.89% |
$96.6K - $110K
|
16.4K
$606K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.69K- 6.08% |
$262K - $297K
|
150K
$5.53M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 4.11% |
$301K - $341K
|
260K
$9.61M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-12.7K- 64.6% |
$342K - $389K
|
6.96K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-19.4K- 11.04% |
$523K - $594K
|
156K
$5.77M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.9K- 6.58% |
$1.48M - $1.68M
|
780K
$28.8M
|