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
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
65+ 9.63% |
$25.1K - $27.5K
|
740
$329K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
780New |
$302K - $330K
|
780
$347K
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-62- 36.05% |
$24K - $26.2K
|
110
$48.9K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
475New |
$184K - $201K
|
475
$211K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
370+ 24.18% |
$143K - $157K
|
1.9K
$845K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 6.25% |
$387 - $423
|
15
$6.67K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 3.34% |
$19.3K - $21.2K
|
1.45K
$644K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-59- 4.15% |
$22.8K - $25K
|
1.36K
$607K
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
474New |
$183K - $201K
|
474
$211K
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-115- 14.11% |
$44.5K - $48.7K
|
700
$311K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-840- 26.27% |
$325K - $355K
|
2.36K
$1.05M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
587New |
$227K - $248K
|
587
$261K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
170+ 41.46% |
$65.8K - $71.9K
|
580
$258K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-80- 9.66% |
$30.9K - $33.8K
|
748
$333K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.27K+ 131.73% |
$878K - $961K
|
4K
$1.78M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.75KNew |
$678K - $742K
|
1.75K
$780K
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-160- 18.8% |
$61.9K - $67.7K
|
691
$307K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1+ 0.2% |
$387 - $423
|
506
$225K
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15- 1.67% |
$5.8K - $6.35K
|
882
$392K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-35- 1.03% |
$13.5K - $14.8K
|
3.36K
$1.5M
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
500New |
$193K - $212K
|
500
$222K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
58+ 6.65% |
$22.4K - $24.5K
|
930
$414K
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
488New |
$189K - $206K
|
488
$217K
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-24- 0.67% |
$9.28K - $10.2K
|
3.54K
$1.57M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
499New |
$193K - $211K
|
499
$222K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.08% |
$387 - $423
|
1.2K
$534K
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
488New |
$189K - $206K
|
488
$217K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-9- 0.59% |
$3.48K - $3.81K
|
1.51K
$672K
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
61+ 11.73% |
$23.6K - $25.8K
|
581
$258K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
77New |
$29.8K - $32.6K
|
77
$34.2K
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3.18K- 71.89% |
$1.23M - $1.35M
|
1.24K
$553K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
10.4K+ 10400.0% |
$4.02M - $4.4M
|
10.5K
$4.67M
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
25+ 4.67% |
$9.67K - $10.6K
|
560
$249K
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
501New |
$194K - $212K
|
501
$223K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1- 0.07% |
$387 - $423
|
1.5K
$667K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200New |
$77.4K - $84.6K
|
200
$88.9K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
542New |
$210K - $229K
|
542
$241K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.05K- 1.59% |
$1.18M - $1.29M
|
189K
$84.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 0.68% |
$572K - $625K
|
217K
$96.6M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-446- 29.69% |
$173K - $189K
|
1.06K
$470K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-51- 34.23% |
$19.7K - $21.6K
|
98
$43.6K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
510New |
$197K - $216K
|
510
$227K
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
2.08K+ 10.73% |
$806K - $881K
|
21.5K
$9.56M
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
687New |
$266K - $291K
|
687
$305K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-37- 5.35% |
$14.3K - $15.7K
|
655
$291K
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-1.1K- 50.0% |
$424K - $463K
|
1.1K
$487K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 10.58% |
$38.7K - $42.3K
|
845
$376K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
39New |
$15.1K - $16.5K
|
39
$17.3K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.23% |
$387 - $423
|
30
$13.3K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
330New |
$128K - $140K
|
330
$147K
|