Latest Institutional Transactions on Double Verify Holdings, Inc. (DV)
This table provides information on the latest institutional transactions involving Double Verify Holdings, Inc. (DV) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.57K- 99.96% |
$55.9K - $77.4K
|
1
$19.5
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
8.92KNew |
$194K - $269K
|
8.92K
$173K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.71MNew |
$59.1M - $81.8M
|
2.71M
$52.8M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-29- 56.86% |
$632 - $874
|
22
$428
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.98KNew |
$152K - $210K
|
6.98K
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9.5KNew |
$207K - $286K
|
9.5K
$185K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
251New |
$5.47K - $7.57K
|
251
$4.88K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
5.78KNew |
$126K - $174K
|
5.78K
$112K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-35.1K- 3.56% |
$765K - $1.06M
|
950K
$18.5M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
130KNew |
$2.83M - $3.92M
|
130K
$2.53M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
88New |
$1.89K - $2.76K
|
88
$1.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
40.7KNew |
$872K - $1.28M
|
40.7K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
13.1KNew |
$281K - $412K
|
13.1K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
22.6K+ 10.16% |
$484K - $710K
|
245K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-14.1KClosed |
$302K - $442K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
857+ 3.73% |
$18.4K - $26.9K
|
23.8K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$42.9 - $62.8
|
2
$38.9
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
200New |
$4.29K - $6.28K
|
200
$3.89K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
9New |
$193 - $283
|
9
$175
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
133New |
$2.85K - $4.18K
|
133
$2.59K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1New |
$21.4 - $31.4
|
1
$19.5
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2New |
$42.9 - $62.8
|
2
$38.9
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
21.8KNew |
$468K - $686K
|
21.8K
$425K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
19New |
$407 - $597
|
19
$370
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.46KNew |
$100K - $130K
|
4.46K
$86.7K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.5K+ 9.05% |
$33.8K - $43.9K
|
18.1K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
37KNew |
$833K - $1.08M
|
37K
$720K
|
|
|
Nov 14, 2022
Q3 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-1.84M- 65.74% |
$41.4M - $53.8M
|
958K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
13.8KNew |
$312K - $405K
|
13.8K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
55.9KNew |
$1.26M - $1.64M
|
55.9K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
22.6KNew |
$508K - $661K
|
22.6K
$439K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18.1KNew |
$407K - $529K
|
18.1K
$351K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-800- 3.32% |
$18K - $23.4K
|
23.3K
$453K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-4K- 25.26% |
$90.1K - $117K
|
11.8K
$230K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
13New |
$293 - $380
|
13
$253
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
22.5KNew |
$508K - $660K
|
22.5K
$439K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
438New |
$9.86K - $12.8K
|
438
$8.52K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23Closed |
$420 - $601
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-50KClosed |
$914K - $1.31M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-1.1MClosed |
$20.1M - $28.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$18.3 - $26.1
|
1
$19.5
|
|
|
Aug 15, 2022
Q2 2022
|
Indaba Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-320KClosed |
$5.85M - $8.35M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
36.4KNew |
$665K - $951K
|
36.4K
$708K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.66KClosed |
$177K - $252K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.34KNew |
$171K - $244K
|
9.34K
$182K
|
|
|
Aug 11, 2022
Q2 2022
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
273+ 0.06% |
$4.99K - $7.13K
|
439K
$8.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-9.31KClosed |
$170K - $243K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
78.6KNew |
$1.44M - $2.05M
|
78.6K
$1.53M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
50New |
$914 - $1.31K
|
50
$973
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$329 - $470
|
0
$0
|
|