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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
25.9KNew |
$690K - $1.01M
|
25.9K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
150KNew |
$3.99M - $5.84M
|
150K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
11.4KNew |
$304K - $445K
|
11.4K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.09KNew |
$29K - $42.4K
|
1.09K
$17K
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
48.7KNew |
$1.29M - $1.89M
|
48.7K
$759K
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
120KNew |
$3.19M - $4.66M
|
120K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.48KNew |
$252K - $369K
|
9.48K
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
12.8KNew |
$341K - $499K
|
12.8K
$200K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.8KNew |
$154K - $226K
|
5.8K
$90.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-42.7K- 50.0% |
$1.14M - $1.66M
|
42.7K
$667K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
35KNew |
$931K - $1.36M
|
35K
$546K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.61KNew |
$202K - $296K
|
7.61K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.4KNew |
$516K - $755K
|
19.4K
$303K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
46.1KNew |
$1.22M - $1.79M
|
46.1K
$719K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.88KNew |
$210K - $307K
|
7.88K
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.8KNew |
$340K - $498K
|
12.8K
$199K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.2K+ 60.07% |
$31.8K - $46.5K
|
3.19K
$49.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
40KNew |
$871K - $1.21M
|
40K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
10.5KNew |
$228K - $316K
|
10.5K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.57K- 99.96% |
$55.9K - $77.4K
|
1
$15.6
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
8.92KNew |
$194K - $269K
|
8.92K
$139K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.71MNew |
$59.1M - $81.8M
|
2.71M
$42.3M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-29- 56.86% |
$632 - $874
|
22
$343
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.98KNew |
$152K - $210K
|
6.98K
$109K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9.5KNew |
$207K - $286K
|
9.5K
$148K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
251New |
$5.47K - $7.57K
|
251
$3.92K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
5.78KNew |
$126K - $174K
|
5.78K
$90.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-35.1K- 3.56% |
$765K - $1.06M
|
950K
$14.8M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
130KNew |
$2.83M - $3.92M
|
130K
$2.03M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
40.7KNew |
$872K - $1.28M
|
40.7K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
13.1KNew |
$281K - $412K
|
13.1K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
22.6K+ 10.16% |
$484K - $710K
|
245K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-14.1KClosed |
$302K - $442K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
88New |
$1.89K - $2.76K
|
88
$1.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
857+ 3.73% |
$18.4K - $26.9K
|
23.8K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$42.9 - $62.8
|
2
$31.2
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
200New |
$4.29K - $6.28K
|
200
$3.12K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
9New |
$193 - $283
|
9
$140
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
133New |
$2.85K - $4.18K
|
133
$2.07K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1New |
$21.4 - $31.4
|
1
$15.6
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2New |
$42.9 - $62.8
|
2
$31.2
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
21.8KNew |
$468K - $686K
|
21.8K
$341K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
19New |
$407 - $597
|
19
$296
|
|
| Q3 2022 | |||||||
|
Feb 12, 2025
Q3 2022
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-11.9KClosed |
$268K - $348K
|
0
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.46KNew |
$100K - $130K
|
4.46K
$69.6K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.5K+ 9.05% |
$33.8K - $43.9K
|
18.1K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
13.8KNew |
$312K - $405K
|
13.8K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-1.84M- 65.74% |
$41.4M - $53.8M
|
958K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
37KNew |
$833K - $1.08M
|
37K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
55.9KNew |
$1.26M - $1.64M
|
55.9K
$872K
|
|