Purchases and Sales Made in Q2 2023 in Double Verify Holdings, Inc. (DV)
This table provides information about the institutional ownership of Double Verify Holdings, Inc. (DV) during Q2 2023. The information is specifically focused on institutions that hold shares of DoubleVerify Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
290+ 1.4% |
$7.71K - $11.3K
|
21.1K
$405K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
236+ 3.49% |
$6.28K - $9.19K
|
6.99K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
122+ 26.18% |
$3.24K - $4.75K
|
588
$11.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 17.24% |
$2.66K - $3.89K
|
680
$13.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
98+ 33.91% |
$2.61K - $3.81K
|
387
$7.44K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
77New |
$2.05K - $3K
|
77
$1.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
47+ 120.51% |
$1.25K - $1.83K
|
86
$1.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
38New |
$1.01K - $1.48K
|
38
$730
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27New |
$718 - $1.05K
|
27
$519
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 8.29% |
$452 - $662
|
222
$4.27K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 2.7% |
$425 - $623
|
608
$11.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 2.7% |
$425 - $623
|
608
$11.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14New |
$372 - $545
|
14
$269
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 9.15% |
$346 - $506
|
155
$2.98K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$292 - $428
|
11
$211
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-20- 0.1% |
$532 - $778
|
19.2K
$369K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-21- 0.58% |
$558 - $817
|
3.62K
$69.5K
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-29- 0.05% |
$771 - $1.13K
|
55.8K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 0.27% |
$1.01K - $1.48K
|
14.2K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-106- 1.29% |
$2.82K - $4.13K
|
8.09K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-157- -0.0% |
$4.17K - $6.11K
|
4.98M
$95.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-215- 3.1% |
$5.72K - $8.37K
|
6.73K
$129K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-356- 3.27% |
$9.47K - $13.9K
|
10.5K
$203K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-480- 4.2% |
$12.8K - $18.7K
|
10.9K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-570- 3.32% |
$15.2K - $22.2K
|
16.6K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-628- 6.61% |
$16.7K - $24.4K
|
8.87K
$171K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-660- 9.7% |
$17.5K - $25.7K
|
6.14K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-685- 5.88% |
$18.2K - $26.7K
|
11K
$211K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 2.49% |
$18.6K - $27.2K
|
27.5K
$528K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-782- 4.35% |
$20.8K - $30.4K
|
17.2K
$331K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-813- 4.88% |
$21.6K - $31.6K
|
15.8K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-818- 87.77% |
$21.8K - $31.8K
|
114
$2.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-985Closed |
$26.2K - $38.3K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-1.01K- 0.21% |
$26.9K - $39.3K
|
477K
$9.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.59K- 24.26% |
$42.4K - $62K
|
4.98K
$95.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.99K- 0.89% |
$52.9K - $77.5K
|
221K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.29K- 2.64% |
$60.8K - $89K
|
84.3K
$1.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.3K- 0.77% |
$61.3K - $89.7K
|
298K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.06K- 11.49% |
$81.4K - $119K
|
23.6K
$454K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.07K- 5.85% |
$81.6K - $119K
|
49.4K
$950K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-3.28K- 0.23% |
$87.3K - $128K
|
1.41M
$27.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.35K- 25.75% |
$89.2K - $131K
|
9.67K
$186K
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-4.82K- 21.87% |
$128K - $188K
|
17.2K
$331K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.77K- 3.76% |
$154K - $225K
|
148K
$2.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-6.61K- 4.61% |
$176K - $257K
|
137K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-6.71K- 0.82% |
$178K - $261K
|
810K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-6.93K- 42.79% |
$184K - $270K
|
9.27K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10.8K- 18.95% |
$286K - $419K
|
46K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 6.41% |
$324K - $474K
|
178K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
SELL
|
- |
-12.9K- 20.52% |
$344K - $503K
|
50.1K
$963K
|