Latest Institutional Purchases of Davis Fundamental ETF Tr (DWLD)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DWLD) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32.8KNew |
$1.04M - $1.25M
|
32.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.8K+ 338.37% |
$816K - $984K
|
33.5K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 20.08% |
$710K - $856K
|
134K
$5.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.7K+ 1.16% |
$560K - $675K
|
1.55M
$58.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.5KNew |
$489K - $590K
|
15.5K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.26K+ 3.48% |
$261K - $315K
|
245K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.29K+ 9.01% |
$167K - $201K
|
64K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.4KNew |
$107K - $129K
|
3.4K
$128K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 12.47% |
$105K - $126K
|
29.9K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 5.16% |
$87.3K - $105K
|
56.3K
$2.12M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
908+ 139.48% |
$28.7K - $34.6K
|
1.56K
$58.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
900+ 4.58% |
$28.4K - $34.3K
|
20.6K
$773K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
834+ 1.72% |
$26.3K - $31.8K
|
49.3K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
440+ 6.98% |
$13.9K - $16.8K
|
6.75K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
322+ 2.03% |
$10.2K - $12.3K
|
16.2K
$608K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69+ 0.14% |
$2.18K - $2.63K
|
51.1K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27New |
$853 - $1.03K
|
27
$1.01K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.78% |
$442 - $533
|
1.81K
$68.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.3KNew |
$1.74M - $1.95M
|
55.3K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10KNew |
$314K - $353K
|
10K
$376K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.92KNew |
$60.2K - $67.5K
|
1.92K
$72K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
225+ 2.48% |
$7.07K - $7.93K
|
9.29K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70+ 0.22% |
$2.2K - $2.47K
|
32.2K
$1.21M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.17KNew |
$202K - $233K
|
7.17K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 11.86% |
$85.5K - $98.5K
|
28.6K
$1.08M
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18.1KNew |
$472K - $539K
|
18.1K
$681K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.46KNew |
$194K - $222K
|
7.46K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
96New |
$2.5K - $2.86K
|
96
$3.61K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
33.2K+ 99.44% |
$904K - $1.02M
|
66.6K
$2.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
9.55KNew |
$260K - $294K
|
9.55K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.73KNew |
$102K - $115K
|
3.73K
$140K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
77.6KNew |
$1.95M - $2.24M
|
77.6K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250New |
$6.27K - $7.23K
|
250
$9.4K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
979New |
$21.2K - $25.2K
|
979
$36.8K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.32KNew |
$28.9K - $33.9K
|
1.32K
$49.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
380New |
$8.33K - $9.79K
|
380
$14.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
235New |
$5.15K - $6.06K
|
235
$8.83K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
37.4KNew |
$875K - $1.05M
|
37.4K
$1.4M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
600New |
$14K - $16.9K
|
600
$22.5K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.8KNew |
$685K - $748K
|
20.8K
$782K
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.27K+ 76.97% |
$148K - $172K
|
14.4K
$542K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
16KNew |
N/A
|
16K
$602K
|
|