Purchases and Sales Made in Q3 2024 in Davis Fundamental ETF Tr (DUSA)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DUSA) during Q3 2024. The information is specifically focused on institutions that hold shares of DAVIS FUNDAMENTAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.04K- 3.03% |
$115K - $128K
|
97.3K
$4.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.19K- 18.37% |
$159K - $177K
|
18.6K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.33K- 2.88% |
$164K - $183K
|
146K
$6.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.15K- 1.97% |
$195K - $217K
|
256K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.3K- 3.45% |
$277K - $308K
|
204K
$8.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.13K- 56.75% |
$346K - $385K
|
6.96K
$295K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-41.7K- 37.03% |
$1.58M - $1.76M
|
70.9K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-53K- 11.64% |
$2.01M - $2.23M
|
402K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-87.8K- 64.96% |
$3.33M - $3.7M
|
47.4K
$2.01M
|