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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-34- 4.1% |
$11K - $12.8K
|
795
$346K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15+ 51.72% |
$4.86K - $5.66K
|
44
$19.1K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.45KNew |
$794K - $924K
|
2.45K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
800New |
$259K - $302K
|
800
$348K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.8% |
$324 - $377
|
126
$54.8K
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-28- 4.45% |
$9.08K - $10.6K
|
601
$261K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-46- 4.14% |
$14.9K - $17.3K
|
1.07K
$463K
|
|
Feb 14, 2024
Q4 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
PUT |
450KNew |
$146M - $170M
|
450K
$196M
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
340KNew |
$110M - $128M
|
340K
$148M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
106K+ 185.19% |
$34.5M - $40.1M
|
164K
$71.2M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.21K+ 333.98% |
$392K - $456K
|
1.57K
$683K
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
550New |
$178K - $207K
|
550
$239K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
130New |
$42.1K - $49K
|
130
$56.5K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
563New |
$183K - $212K
|
563
$245K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.3KNew |
$5.28M - $6.15M
|
16.3K
$7.09M
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
657New |
$213K - $248K
|
657
$286K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
578New |
$187K - $218K
|
578
$251K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
78+ 12.32% |
$25.3K - $29.4K
|
711
$309K
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2.08KNew |
$675K - $785K
|
2.08K
$905K
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$324 - $377
|
3.02K
$1.31M
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.89K+ 97.8% |
$936K - $1.09M
|
5.84K
$2.54M
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.84K- 12.3% |
$596K - $693K
|
13.1K
$5.7M
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
783New |
$254K - $295K
|
783
$340K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.5KNew |
$2.76M - $3.21M
|
8.5K
$3.7M
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
590New |
$191K - $222K
|
590
$256K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
PUT |
-10K- 50.0% |
$3.24M - $3.77M
|
10K
$4.35M
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
581New |
$188K - $219K
|
581
$253K
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.32K- 51.36% |
$428K - $498K
|
1.25K
$543K
|
|
Feb 09, 2024
Q4 2023
|
Cqs (Us), LLC
New York, NY |
BUY
|
PUT |
50KNew |
$16.2M - $18.9M
|
50K
$21.7M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
55New |
$17.8K - $20.7K
|
55
$23.9K
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
881New |
$286K - $332K
|
881
$383K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50New |
$16.2K - $18.9K
|
50
$21.7K
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-46- 14.56% |
$14.9K - $17.3K
|
270
$117K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
88+ 400.0% |
$28.5K - $33.2K
|
110
$47.8K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-40- 4.55% |
$13K - $15.1K
|
840
$365K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
625New |
$203K - $236K
|
625
$272K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.64K+ 8.54% |
$531K - $617K
|
20.8K
$9.05M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
585New |
$190K - $221K
|
585
$254K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10New |
$3.24K - $3.77K
|
10
$4.35K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
289New |
$93.7K - $109K
|
289
$126K
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-60- 8.2% |
$19.5K - $22.6K
|
672
$292K
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
60+ 2.08% |
$19.5K - $22.6K
|
2.95K
$1.28M
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
104New |
$33.7K - $39.2K
|
104
$45.2K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-642- 51.69% |
$208K - $242K
|
600
$261K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1- 0.02% |
$324 - $377
|
5.21K
$2.26M
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
$3.57K - $4.15K
|
11
$4.78K
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
8.04KNew |
$2.61M - $3.03M
|
8.04K
$3.49M
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$3.24K - $3.77K
|
3.96K
$1.72M
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
609New |
$197K - $230K
|
609
$265K
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
552New |
$179K - $208K
|
552
$240K
|