Latest Institutional Transactions on Ea Ser Tr Merlyn Ai Sectorsurf (DUDE)
This table provides information on the latest institutional transactions involving Ea Ser Tr Merlyn Ai Sectorsurf (DUDE) 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 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.56K+ 15.76% |
$31.3K - $35.1K
|
11.5K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.1KNew |
$182K - $204K
|
9.1K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-24.8K- 50.95% |
$496K - $557K
|
23.9K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$20K - $22.5K
|
1K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.77K- 50.09% |
$75.5K - $84.8K
|
3.76K
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.88K- 76.39% |
$55.9K - $61.7K
|
890
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.3K- 44.43% |
$181K - $199K
|
11.6K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.4K- 9.74% |
$261K - $288K
|
124K
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
332+ 7.0% |
$6.42K - $7.15K
|
5.08K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40New |
$774 - $861
|
40
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-374- 74.8% |
$7.23K - $8.05K
|
126
$0
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.3K- 12.88% |
$68.7K - $75.2K
|
22.3K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.37K- 36.2% |
$132K - $145K
|
11.2K
$0
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15.8K+ 4.15% |
N/A
|
395K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Signify Wealth
|
SELL
|
- |
-288K- 37.92% |
N/A
|
472K
$0
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.73K- 2.25% |
N/A
|
119K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-391KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-18K- 2.81% |
N/A
|
623K
$0
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.87KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-33.5KClosed |
N/A
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.8KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-8.69KClosed |
N/A
|
0
$0
|
|