Purchases and Sales Made in Q3 2022 in Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
47.8KNew |
$1.04M - $1.21M
|
47.8K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7KNew |
$298K - $345K
|
13.7K
$522K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.13K+ 71.27% |
$134K - $155K
|
14.7K
$564K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.84K+ 853.09% |
$105K - $122K
|
5.4K
$207K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
461+ 2.66% |
$10K - $11.7K
|
17.8K
$680K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
334+ 1.01% |
$7.28K - $8.45K
|
33.3K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
138+ 0.27% |
$3.01K - $3.49K
|
51.5K
$1.97M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-134- 2.65% |
$2.92K - $3.39K
|
4.92K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.44K- 2.71% |
$31.4K - $36.4K
|
51.6K
$1.97M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.88K- 0.47% |
$41K - $47.6K
|
394K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.42K- 13.4% |
$52.6K - $61.1K
|
15.6K
$597K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.87K- 19.45% |
$172K - $199K
|
32.6K
$1.25M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.7K- 16.98% |
$234K - $272K
|
52.5K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.2K- 2.65% |
$397K - $461K
|
670K
$25.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 6.4% |
$3.44M - $3.99M
|
2.31M
$88.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-928K- 98.09% |
$20.2M - $23.5M
|
18.1K
$691K
|