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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
16+ 0.71% |
$4.78K - $5.62K
|
2.26K
$1M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-50Closed |
$14.9K - $17.6K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-613Closed |
$183K - $215K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Forward Management, LLC
|
BUY
|
- |
219KNew |
$65.5M - $77M
|
219K
$97.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.85KClosed |
$1.75M - $2.06M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-977Closed |
$292K - $343K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-8- 0.08% |
$2.39K - $2.81K
|
9.98K
$4.44M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53New |
$15.8K - $18.6K
|
53
$23.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-199- 81.56% |
$59.4K - $70K
|
45
$20K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-65Closed |
$19.4K - $22.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-180Closed |
$53.8K - $63.3K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.23KClosed |
$665K - $782K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-104- 9.7% |
$31.1K - $36.6K
|
968
$430K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-47Closed |
$14K - $16.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-30Closed |
$8.96K - $10.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
16+ 1.14% |
$4.78K - $5.62K
|
1.42K
$629K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.66K- 48.51% |
$496K - $584K
|
1.76K
$784K
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.31KClosed |
$390K - $459K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-1.84KClosed |
$549K - $646K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-626Closed |
$187K - $220K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-4.16KClosed |
$1.24M - $1.46M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
18KNew |
$5.38M - $6.33M
|
18K
$8M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
1.37KNew |
$410K - $483K
|
1.37K
$611K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
57New |
$17K - $20K
|
57
$25.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.67% |
$597 - $703
|
302
$134K
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
700New |
$209K - $246K
|
700
$311K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-60Closed |
$17.9K - $21.1K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
657New |
$196K - $231K
|
657
$292K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.71KNew |
$509K - $599K
|
1.71K
$758K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-600Closed |
$179K - $211K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
66New |
$19.7K - $23.2K
|
66
$29.3K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-30- 29.7% |
$8.96K - $10.5K
|
71
$31.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-234- 1.24% |
$69.9K - $82.3K
|
18.7K
$8.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-800Closed |
$239K - $281K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
152+ 11.6% |
$45.4K - $53.4K
|
1.46K
$650K
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-63- 6.66% |
$18.8K - $22.1K
|
883
$393K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-400- 14.92% |
$119K - $141K
|
2.28K
$1.01M
|
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2.33KNew |
$695K - $818K
|
2.33K
$1.03M
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
14.2KNew |
$4.64M - $5.22M
|
14.2K
$6.31M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-50- 4.05% |
$16.3K - $18.4K
|
1.18K
$527K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.66KNew |
$869K - $979K
|
2.66K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.13KNew |
$370K - $417K
|
1.13K
$504K
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-5.99KClosed |
$1.95M - $2.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
PUT |
-850KClosed |
$278M - $313M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
653New |
$213K - $240K
|
653
$290K
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-3.6KClosed |
$1.17M - $1.32M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-4.88KClosed |
$1.59M - $1.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
253New |
$82.6K - $93.1K
|
253
$113K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-310Closed |
$101K - $114K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2.77KClosed |
$904K - $1.02M
|
0
$0
|
|