Latest Institutional Transactions on Global X Fds Dow 30 Covered Ca (DJIA)
This table provides information on the latest institutional transactions involving Global X Fds Dow 30 Covered Ca (DJIA) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 60.0% |
$3.22K - $3.41K
|
400
$8.68K
|
|
| Q1 2024 | |||||||
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
16.4KNew |
$359K - $375K
|
16.4K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 25.28% |
$21.9K - $22.8K
|
4.96K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136- 97.14% |
$2.97K - $3.1K
|
4
$86.8
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.4KNew |
$380K - $397K
|
17.4K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$228K - $238K
|
10.4K
$226K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.02KNew |
$22.2K - $23.2K
|
1.02K
$22K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$21.9 - $22.8
|
1
$21.7
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.14KNew |
$200K - $208K
|
9.14K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.43K+ 6.9% |
$53K - $55.3K
|
37.6K
$815K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.74KNew |
$203K - $214K
|
9.74K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
134+ 0.59% |
$2.79K - $2.95K
|
22.7K
$492K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-204- 1.8% |
$4.25K - $4.49K
|
11.1K
$241K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
294+ 1.72% |
$6.26K - $6.59K
|
17.4K
$377K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.6KNew |
$396K - $416K
|
18.6K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
588New |
$12.5K - $13.1K
|
588
$12.8K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.6K+ 38.02% |
$76.6K - $81.3K
|
13.1K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 8.51% |
$85.2 - $90.4
|
51
$1.11K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-348K- 60.67% |
$7.42M - $7.88M
|
226K
$4.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350New |
$7.46K - $7.91K
|
350
$7.59K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 2.8% |
$63.9 - $67.8
|
110
$2.39K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.99KNew |
$40.8K - $45.7K
|
1.99K
$43.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
804New |
$16.5K - $18.5K
|
804
$17.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
35New |
$718 - $804
|
35
$759
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5KNew |
$102K - $117K
|
5K
$108K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
80New |
$1.62K - $1.88K
|
80
$1.74K
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$60.9K - $70.4K
|
3K
$65.1K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17.8KNew |
$362K - $418K
|
17.8K
$386K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.05KNew |
$46K - $52.4K
|
2.05K
$44.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
40KNew |
$898K - $1.02M
|
40K
$868K
|
|