Latest Institutional Transactions on Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Industrial Average ETF Trust (DIA) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.53K+ 11.33% |
$977K - $1.07M
|
24.8K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1K+ 33.57% |
$388K - $425K
|
4K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
418+ 29.19% |
$162K - $177K
|
1.85K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.05% |
$387 - $423
|
2.07K
$922K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20+ 3.27% |
$7.74K - $8.46K
|
632
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4- 0.54% |
$1.55K - $1.69K
|
731
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-183- 19.74% |
$70.8K - $77.4K
|
744
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.3KNew |
$4.36M - $4.76M
|
11.3K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
518New |
$200K - $219K
|
518
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.19% |
$387 - $423
|
531
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-927- 4.14% |
$359K - $392K
|
21.5K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
491+ 7.48% |
$190K - $208K
|
7.06K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
66+ 3.91% |
$25.5K - $27.9K
|
1.75K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
49+ 2.15% |
$19K - $20.7K
|
2.32K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
26.4K+ 24.32% |
$10.2M - $11.2M
|
135K
$60.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-6- 0.29% |
$2.32K - $2.54K
|
2.1K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-19- 0.46% |
$7.35K - $8.04K
|
4.09K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$1.14M - $1.25M
|
2.96K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-87- 8.9% |
$33.7K - $36.8K
|
890
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-156- 19.6% |
$60.3K - $66K
|
640
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-95- 14.18% |
$36.7K - $40.2K
|
575
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.65K- 92.1% |
$1.02M - $1.12M
|
227
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
65+ 9.63% |
$25.1K - $27.5K
|
740
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.26% |
$1.16K - $1.27K
|
1.17K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.53KNew |
$1.75M - $1.92M
|
4.53K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.52K+ 5.33% |
$1.36M - $1.49M
|
69.6K
$31M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
780New |
$302K - $330K
|
780
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 21.15% |
$21.3K - $23.3K
|
315
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13+ 1.28% |
$5.03K - $5.5K
|
1.03K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.09% |
$1.55K - $1.69K
|
4.27K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
84+ 51.85% |
$32.5K - $35.5K
|
246
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
637+ 15.98% |
$246K - $270K
|
4.62K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-428- 19.68% |
$166K - $181K
|
1.75K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
7+ 0.21% |
$2.71K - $2.96K
|
3.37K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-106- 0.4% |
$41K - $44.9K
|
26.7K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-400- 16.87% |
$155K - $169K
|
1.97K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-42- 0.37% |
$16.2K - $17.8K
|
11.4K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.13K+ 3.98% |
$437K - $479K
|
29.5K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 5.32% |
$684K - $748K
|
35K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.9K+ 24.93% |
$7.31M - $8M
|
94.7K
$42.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-547- 52.29% |
$212K - $231K
|
499
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
2K+ 32.26% |
$774K - $846K
|
8.2K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2K- 47.14% |
$774K - $847K
|
2.25K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$5.76M - $6.3M
|
14.9K
$6.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-425- 15.89% |
$164K - $180K
|
2.25K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-108- 8.23% |
$41.8K - $45.7K
|
1.21K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
336+ 9.63% |
$130K - $142K
|
3.82K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$387 - $423
|
1.06K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-197- 9.19% |
$76.2K - $83.4K
|
1.95K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
849+ 1.33% |
$328K - $359K
|
64.7K
$28.8M
|