Latest Institutional Sells of Davis Fundamental ETF Tr (DWLD)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DWLD) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7.27K- 54.14% |
$229K - $277K
|
6.15K
$234K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3K- 20.32% |
$94.7K - $114K
|
11.8K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.87K- 42.72% |
$59.1K - $71.2K
|
2.51K
$95.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.34K- 2.51% |
$42.3K - $51K
|
52K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-707- 0.73% |
$22.3K - $26.9K
|
95.6K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-420- 99.76% |
$13.3K - $16K
|
1
$38
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-300- 3.18% |
$9.47K - $11.4K
|
9.12K
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-149- 1.83% |
$4.71K - $5.67K
|
7.98K
$303K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 62.02% |
$441K - $495K
|
8.59K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.95K- 14.76% |
$218K - $245K
|
40.1K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.16K- 10.77% |
$194K - $217K
|
51K
$1.94M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.85K- 43.36% |
$184K - $206K
|
7.63K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.24K- 1.07% |
$165K - $185K
|
486K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.96K- 2.05% |
$156K - $175K
|
237K
$9.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-4K- 4.08% |
$126K - $141K
|
94.1K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.23K- 33.9% |
$102K - $114K
|
6.31K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.16K- 2.11% |
$99.5K - $112K
|
147K
$5.57M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.9K- 7.47% |
$91.2K - $102K
|
35.9K
$1.37M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.6K- 14.07% |
$81.6K - $91.5K
|
15.8K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.78KClosed |
$56K - $62.8K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-584- 1.01% |
$18.4K - $20.6K
|
57.1K
$2.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 0.68% |
$12.6K - $14.1K
|
58.7K
$2.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-134- 0.36% |
$4.21K - $4.72K
|
37.6K
$1.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-34- 2.59% |
$1.07K - $1.2K
|
1.28K
$48.7K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-36.9K- 1.89% |
$1.04M - $1.2M
|
1.92M
$72.9M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.08K- 21.13% |
$54.1K - $61.8K
|
7.75K
$295K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.25K- 2.92% |
$31.4K - $36.2K
|
41.6K
$1.58M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.75K- 36.26% |
$124K - $148K
|
10.1K
$384K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.2K- 13.8% |
$90.8K - $108K
|
26.3K
$998K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17KClosed |
$399K - $480K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-13.3KClosed |
$311K - $374K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.99KClosed |
$234K - $281K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.65KClosed |
$202K - $243K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.07K- 34.11% |
$48.5K - $58.3K
|
4K
$152K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.1KClosed |
$273K - $344K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.2KClosed |
$251K - $317K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.1KClosed |
$248K - $313K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-9KClosed |
$221K - $280K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.01KClosed |
$24.9K - $31.4K
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-24Closed |
$591 - $745
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-500Closed |
$14.2K - $16K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35Closed |
$995 - $1.12K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-7.04KClosed |
$207K - $240K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.75KClosed |
$80.9K - $93.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-9.22KClosed |
$303K - $332K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.7KClosed |
$220K - $241K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-250Closed |
$6.5K - $7.68K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-600Closed |
$14.2K - $16.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-229Closed |
$4.23K - $5.68K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-29.8KClosed |
$510K - $788K
|
0
$0
|
|