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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
9.55KNew |
$260K - $294K
|
9.55K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.73KNew |
$102K - $115K
|
3.73K
$167K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
77.6KNew |
$1.95M - $2.24M
|
77.6K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250New |
$6.27K - $7.23K
|
250
$11.2K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
979New |
$21.2K - $25.2K
|
979
$43.7K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.32KNew |
$28.9K - $33.9K
|
1.32K
$58.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
380New |
$8.33K - $9.79K
|
380
$17K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
235New |
$5.15K - $6.06K
|
235
$10.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
37.4KNew |
$875K - $1.05M
|
37.4K
$1.67M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
600New |
$14K - $16.9K
|
600
$26.8K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.8KNew |
$685K - $748K
|
20.8K
$929K
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.27K+ 76.97% |
$148K - $172K
|
14.4K
$644K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
16KNew |
N/A
|
16K
$716K
|
|