Latest Institutional Sells of Davis Fundamental ETF Tr (DUSA)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DUSA) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-87.8K- 64.96% |
$3.33M - $3.7M
|
47.4K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-53K- 11.64% |
$2.01M - $2.23M
|
402K
$17.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-41.7K- 37.03% |
$1.58M - $1.76M
|
70.9K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.13K- 56.75% |
$346K - $385K
|
6.96K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.3K- 3.45% |
$277K - $308K
|
204K
$9.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.15K- 1.97% |
$195K - $217K
|
256K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.33K- 2.88% |
$164K - $183K
|
146K
$6.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.19K- 18.37% |
$159K - $177K
|
18.6K
$825K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.04K- 3.03% |
$115K - $128K
|
97.3K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.22K- 12.58% |
$84.2K - $93.6K
|
15.4K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.01K- 16.4% |
$76.1K - $84.6K
|
10.2K
$454K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 4.52% |
$66.7K - $74.2K
|
37.2K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.48K- 11.21% |
$55.9K - $62.2K
|
11.7K
$518K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.23K- 0.9% |
$46.5K - $51.7K
|
136K
$6.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.11K- 2.93% |
$41.9K - $46.6K
|
36.6K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-750- 7.76% |
$28.4K - $31.6K
|
8.92K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-655- 47.29% |
$24.8K - $27.6K
|
730
$32.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-417- 11.88% |
$15.8K - $17.6K
|
3.09K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-286- 0.59% |
$10.8K - $12.1K
|
48.2K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-278- 0.95% |
$10.5K - $11.7K
|
28.9K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 1.34% |
$3.79K - $4.22K
|
7.36K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-31- 15.98% |
$1.17K - $1.31K
|
163
$7.23K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-25- 0.88% |
$948 - $1.05K
|
2.8K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$37.9 - $42.2
|
5.3K
$235K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-722- 13.09% |
$27.7K - $29.3K
|
4.79K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14- 0.04% |
$538 - $569
|
31.7K
$1.4M
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.15K- 53.51% |
$318K - $369K
|
7.94K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-4.25K- 0.13% |
$148K - $172K
|
3.39M
$150M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-138- 1.22% |
$4.8K - $5.57K
|
11.2K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 13.51% |
$3.48K - $4.04K
|
640
$28.4K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-425- 5.74% |
$12.8K - $15.5K
|
6.99K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-280- 2.71% |
$8.45K - $10.2K
|
10.1K
$447K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.3K- 76.6% |
$660K - $748K
|
7.13K
$316K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-800- 2.13% |
$21.7K - $25K
|
36.7K
$1.63M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-875- 7.86% |
$22.2K - $25.3K
|
10.3K
$455K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-17.2K- 10.13% |
$463K - $574K
|
153K
$6.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.5KClosed |
$67.1K - $83.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-366- 2.95% |
$9.82K - $12.2K
|
12.1K
$534K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-21.3KClosed |
$649K - $774K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-9.99KClosed |
$304K - $362K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.36KClosed |
$254K - $303K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.73KClosed |
$205K - $244K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.51KClosed |
$198K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.66KClosed |
$50.6K - $60.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-212Closed |
$6.45K - $7.69K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-130- 1.69% |
$3.96K - $4.72K
|
7.56K
$335K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-69Closed |
$2.32K - $2.46K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$606 - $643
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.2KClosed |
$40.2K - $43.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-60Closed |
$1.74K - $1.99K
|
0
$0
|
|