Latest Institutional Transactions on Alps ETF Tr Disruptive Technol (DTEC)
This table provides information on the latest institutional transactions involving Alps ETF Tr Disruptive Technol (DTEC) 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.04% |
$86.7 - $95.3
|
5.37K
$249K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67KNew |
$289K - $318K
|
6.67K
$309K
|
|
Q3 2024 | |||||||
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.9KNew |
$501K - $569K
|
12.9K
$596K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.36K- 5.65% |
$52.9K - $60.2K
|
22.7K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.99K- 4.8% |
$116K - $132K
|
59.3K
$2.75M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.72K- 42.91% |
$145K - $165K
|
4.95K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.65K- 4.44% |
$259K - $295K
|
143K
$6.63M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 20.72% |
$548K - $624K
|
53.9K
$2.5M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
334+ 0.76% |
$13K - $14.8K
|
44K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.93K+ 5.58% |
$153K - $174K
|
74.3K
$3.44M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.31KNew |
$285K - $324K
|
7.31K
$339K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72K- 88.66% |
$2.8M - $3.19M
|
9.2K
$426K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.6K+ 178.69% |
$101K - $115K
|
4.06K
$188K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.41K- 20.27% |
$55K - $62.6K
|
5.56K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
212+ 1.71% |
$8.26K - $9.39K
|
12.6K
$585K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.32KNew |
$207K - $236K
|
5.32K
$246K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
325+ 0.3% |
$12.7K - $14.4K
|
109K
$5.04M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
56.3K+ 558.83% |
$2.19M - $2.49M
|
66.4K
$3.08M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-190- 2.58% |
$7.4K - $8.42K
|
7.18K
$333K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.01K- 10.0% |
$156K - $178K
|
36K
$1.67M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.55K- 20.0% |
$99.3K - $113K
|
10.2K
$473K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
745+ 532.14% |
$29K - $33K
|
885
$41K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-300- 88.24% |
$11.7K - $13.3K
|
40
$1.85K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-448- 1.22% |
$17.5K - $19.9K
|
36.2K
$1.68M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-982- 13.67% |
$38.3K - $43.5K
|
6.2K
$287K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.66KNew |
$181K - $206K
|
4.66K
$216K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
5KNew |
$194K - $215K
|
5K
$232K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25- 10.2% |
$970 - $1.07K
|
220
$10.2K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4+ 0.05% |
$155 - $172
|
7.91K
$367K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-34- 0.66% |
$1.32K - $1.46K
|
5.15K
$239K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 20.0% |
$116 - $129
|
12
$556
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.24K+ 8.82% |
$48.3K - $53.4K
|
15.3K
$711K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-28- 8.7% |
$1.09K - $1.2K
|
294
$13.6K
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
23.9KNew |
$928K - $1.03M
|
23.9K
$1.11M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.75K+ 5.33% |
$107K - $118K
|
54.3K
$2.51M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-436- 0.43% |
$17.2K - $18.7K
|
99.9K
$4.63M
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.06K+ 10.55% |
$41.9K - $45.4K
|
11.1K
$515K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35+ 5.74% |
$1.38K - $1.5K
|
645
$29.9K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 1.0% |
$39.5 - $42.8
|
101
$4.68K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 41.75% |
$39.5K - $42.8K
|
1.4K
$64.6K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
90+ 8.31% |
$3.56K - $3.86K
|
1.17K
$54.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
246New |
$7.97K - $10.3K
|
246
$11.4K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31+ 0.28% |
$1K - $1.29K
|
11.2K
$517K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.4KNew |
$272K - $350K
|
8.4K
$389K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
53+ 0.86% |
$1.72K - $2.21K
|
6.2K
$287K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5KNew |
$162K - $208K
|
5K
$232K
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-34.2K- 48.0% |
$1.11M - $1.42M
|
37K
$1.72M
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-287- 4.27% |
$10K - $11.7K
|
6.43K
$298K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.13% |
$349 - $409
|
7.49K
$347K
|