Latest Institutional Purchases of Solo Brands, Inc. (DTC)
This list provides information on the latest institutional transactions involving Solo Brands, Inc. (DTC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
37KNew |
$75.1K - $221K
|
37K
$45.5K
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
23.3KNew |
$47.2K - $139K
|
23.3K
$28.6K
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
20K+ 80.0% |
$40.6K - $119K
|
45K
$55.4K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.1KNew |
$38.8K - $114K
|
19.1K
$23.5K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 10.2% |
$21.8K - $64K
|
116K
$142K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.43KNew |
$4.94K - $14.5K
|
2.43K
$2.99K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2K+ 17.02% |
$4.06K - $11.9K
|
13.8K
$16.9K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89KNew |
$3.83K - $11.3K
|
1.89K
$2.32K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
900New |
$1.83K - $5.37K
|
900
$1.11K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
266New |
$540 - $1.59K
|
266
$327
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$203 - $597
|
100
$123
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$12.2 - $35.8
|
6
$7.38
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.16M+ 293.01% |
$8.11M - $13.5M
|
2.9M
$3.57M
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
690K+ 589.2% |
$2.59M - $4.3M
|
807K
$993K
|
|
Feb 14, 2024
Q4 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
367KNew |
$1.37M - $2.28M
|
367K
$451K
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
51.1KNew |
$192K - $319K
|
51.1K
$62.9K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
38.6KNew |
$145K - $240K
|
38.6K
$47.4K
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
23.7KNew |
$89K - $148K
|
23.7K
$29.2K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22KNew |
$82.4K - $137K
|
22K
$27K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
21K+ 48.92% |
$78.7K - $131K
|
63.9K
$78.5K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
20.8KNew |
$77.8K - $129K
|
20.8K
$25.5K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
20KNew |
$75K - $125K
|
20K
$24.6K
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
18.3KNew |
$68.5K - $114K
|
18.3K
$22.5K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
16.7KNew |
$62.7K - $104K
|
16.7K
$20.6K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.7KNew |
$59K - $98K
|
15.7K
$19.4K
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
15.1KNew |
$56.8K - $94.3K
|
15.1K
$18.6K
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12KNew |
$44.9K - $74.6K
|
12K
$14.7K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.78KNew |
$14.2K - $23.5K
|
3.78K
$4.65K
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.95K+ 22.51% |
$11.1K - $18.4K
|
16.1K
$19.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.37KNew |
$8.87K - $14.7K
|
2.37K
$2.91K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.02KNew |
$7.59K - $12.6K
|
2.02K
$2.49K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.35KNew |
$5.06K - $8.41K
|
1.35K
$1.66K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$3.75K - $6.23K
|
1K
$1.23K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
612New |
$2.3K - $3.81K
|
612
$753
|
|
Jan 22, 2024
Q4 2023
|
Bertram Growth Capital Iii (Gpllc), L.L.C.
Foster City, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
592KNew |
$2.64M - $3.79M
|
592K
$728K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
220KNew |
$982K - $1.41M
|
220K
$271K
|
|
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$892K - $1.28M
|
200K
$246K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
90KNew |
$401K - $576K
|
90K
$111K
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
90KNew |
$401K - $576K
|
90K
$111K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
67.3KNew |
$300K - $431K
|
67.3K
$82.8K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
25.8KNew |
$115K - $165K
|
25.8K
$31.7K
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
23.5KNew |
$105K - $150K
|
23.5K
$28.8K
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
CALL |
16.7KNew |
$74.5K - $107K
|
16.7K
$20.5K
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
BUY
|
- |
14.8KNew |
$66.1K - $94.9K
|
14.8K
$18.2K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.2KNew |
$63.3K - $90.9K
|
14.2K
$17.5K
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.5KNew |
$55.8K - $80.1K
|
12.5K
$15.4K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
388New |
$1.73K - $2.48K
|
388
$477
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
14New |
$62.4 - $89.6
|
14
$17.2
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
1.04MNew |
$4.3M - $8.81M
|
1.04M
$1.28M
|