Latest Institutional Purchases of Davis Fundamental ETF Tr (DUSA)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DUSA) 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 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.2K+ 2.98% |
$2.58M - $3M
|
2.56M
$104M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.6K+ 6.07% |
$1.55M - $1.8M
|
779K
$31.7M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.1K+ 20.34% |
$1.36M - $1.58M
|
231K
$9.4M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33K+ 57.34% |
$1.15M - $1.33M
|
90.7K
$3.68M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 18.03% |
$1.11M - $1.29M
|
209K
$8.48M
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
31.9K+ 25.57% |
$1.11M - $1.29M
|
156K
$6.35M
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
31.7KNew |
$1.1M - $1.28M
|
31.7K
$1.29M
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
20.3K+ 35.42% |
$706K - $819K
|
77.6K
$3.15M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.6KNew |
$680K - $789K
|
19.6K
$794K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.3K+ 50.95% |
$672K - $780K
|
57.3K
$2.33M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$463K - $538K
|
13.3K
$541K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 82.68% |
$362K - $421K
|
23K
$935K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.16K+ 2.13% |
$284K - $329K
|
392K
$15.9M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.33K+ 11.23% |
$255K - $296K
|
72.6K
$2.95M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.92KNew |
$241K - $279K
|
6.92K
$281K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.35KNew |
$186K - $216K
|
5.35K
$217K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.3KNew |
$184K - $214K
|
5.3K
$215K
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.24K+ 3.09% |
$147K - $171K
|
141K
$5.74M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.74K+ 17.92% |
$130K - $151K
|
24.6K
$999K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.91K+ 4.17% |
$66.3K - $77K
|
47.6K
$1.93M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 2.39% |
$58.2K - $67.6K
|
71.7K
$2.91M
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.48K+ 8.79% |
$51.6K - $59.9K
|
18.4K
$746K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.35KNew |
$46.9K - $54.5K
|
1.35K
$54.8K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 7.12% |
$35.4K - $41.1K
|
15.3K
$622K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
995New |
$34.6K - $40.2K
|
995
$40.4K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
831+ 3.42% |
$28.9K - $33.5K
|
25.1K
$1.02M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
817+ 3.68% |
$28.4K - $33K
|
23K
$934K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
620New |
$21.6K - $25K
|
620
$25.2K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
536+ 17.65% |
$18.6K - $21.6K
|
3.57K
$145K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
276New |
$9.6K - $11.1K
|
276
$11.2K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.11% |
$1.5K - $1.74K
|
39.6K
$1.61M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 2.32% |
$243 - $283
|
309
$12.6K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
38.5KNew |
$1.16M - $1.4M
|
38.5K
$1.56M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
36.3KNew |
$1.1M - $1.32M
|
36.3K
$1.48M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$400K - $482K
|
13.3K
$538K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
730New |
$22K - $26.6K
|
730
$29.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
725New |
$21.9K - $26.4K
|
725
$29.4K
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
255+ 1.68% |
$7.7K - $9.27K
|
15.4K
$627K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
194New |
$5.85K - $7.06K
|
194
$7.88K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
92+ 3.37% |
$2.78K - $3.35K
|
2.83K
$115K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
83.2K+ 119.7% |
$2.26M - $2.6M
|
153K
$6.2M
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$38.5K - $45.2K
|
1.5K
$60.9K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.43K+ 50.0% |
$36.8K - $43.2K
|
4.3K
$175K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
488+ 2.29% |
$12.5K - $14.7K
|
21.8K
$884K
|
|
Q1 2020 | |||||||
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
583New |
$10.1K - $15.9K
|
583
$23.7K
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.4KNew |
$305K - $338K
|
13.4K
$545K
|