Latest Institutional Sells of Davis Fundamental ETF Tr (DWLD)

DWLD Quotes by TradingView

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
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
SELL
 -
-33.8K
- 35.81%
$1.07M - $1.29M
60.6K $2.28M
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
SELL
 -
-16.1K
- 3.31%
$508K - $612K
470K $17.7M
Oct 29, 2024 Q3 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-7.27K
- 54.14%
$229K - $277K
6.15K $231K
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
SELL
 -
-6.71K
- 16.58%
$212K - $255K
33.7K $1.27M
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

SELL
 -
-3K
- 20.32%
$94.7K - $114K
11.8K $442K
Nov 13, 2024 Q3 2024
D.A. Davidson & Co.

SELL
 -
-2.28K
- 6.33%
$71.8K - $86.6K
33.6K $1.26M
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

SELL
 -
-1.87K
- 42.72%
$59.1K - $71.2K
2.51K $94.3K
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.86K
- 5.45%
$58.8K - $70.9K
32.3K $1.22M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.34K
- 2.51%
$42.3K - $51K
52K $1.95M
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-946
- 2.36%
$29.9K - $36K
39.2K $1.47M
Nov 14, 2024 Q3 2024
Ubs Group Ag

SELL
 -
-426
- 0.29%
$13.5K - $16.2K
146K $5.49M
Oct 31, 2024 Q3 2024
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-420
- 99.76%
$13.3K - $16K
1 $37.6
Nov 14, 2024 Q3 2024
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-357
- 0.63%
$11.3K - $13.6K
56.7K $2.13M
Oct 31, 2024 Q3 2024
Diligent Investors, LLC

SELL
 -
-300
- 3.18%
$9.47K - $11.4K
9.12K $343K
Nov 14, 2024 Q3 2024
Comerica Bank

SELL
 -
-211
- 9.04%
$6.66K - $8.03K
2.12K $79.7K
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

SELL
 -
-149
- 1.83%
$4.71K - $5.67K
7.98K $300K
Q2 2024
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-14K
- 62.02%
$441K - $495K
8.59K $323K
Aug 12, 2024 Q2 2024
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-4K
- 4.08%
$126K - $141K
94.1K $3.54M
Jul 19, 2024 Q2 2024
Lunt Capital Management, Inc.

Holladay, UT
SELL
 -
-134
- 0.36%
$4.21K - $4.72K
37.6K $1.41M
Jul 09, 2024 Q2 2024
Cwm, LLC

SELL
 -
-34
- 2.59%
$1.07K - $1.2K
1.28K $48.1K
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 $72M
Q4 2023
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

SELL
 -
-2.08K
- 21.13%
$54.1K - $61.8K
7.75K $291K
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 $1.56M
Q4 2022
Feb 15, 2023 Q4 2022
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-5.75K
- 36.26%
$124K - $148K
10.1K $380K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-4.2K
- 13.8%
$90.8K - $108K
26.3K $987K
Q2 2022
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-17K
Closed
$399K - $480K
0 $0
Aug 12, 2022 Q2 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-13.3K
Closed
$311K - $374K
0 $0
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-9.99K
Closed
$234K - $281K
0 $0
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-8.65K
Closed
$202K - $243K
0 $0
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-2.07K
- 34.11%
$48.5K - $58.3K
4K $150K
Q1 2022
Apr 27, 2022 Q1 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-11.1K
Closed
$273K - $344K
0 $0
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-10.2K
Closed
$251K - $317K
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-10.1K
Closed
$248K - $313K
0 $0
May 09, 2022 Q1 2022
Andesa Financial Management Inc.

SELL
 -
-9K
Closed
$221K - $280K
0 $0
Apr 29, 2022 Q1 2022
Kathleen S. Wright Associates Inc.

SELL
 -
-1.01K
Closed
$24.9K - $31.4K
0 $0
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-24
Closed
$591 - $745
0 $0
Q4 2021
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-500
Closed
$14.2K - $16K
0 $0
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-35
Closed
$995 - $1.12K
0 $0
Q3 2021
Oct 08, 2021 Q3 2021
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-7.04K
Closed
$207K - $240K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-2.75K
Closed
$80.9K - $93.8K
0 $0
Q2 2021
Jul 21, 2021 Q2 2021
Centric Wealth Management

SELL
 -
-9.22K
Closed
$303K - $332K
0 $0
Aug 06, 2021 Q2 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-6.7K
Closed
$220K - $241K
0 $0
Q4 2020
Feb 10, 2021 Q4 2020
Svb Wealth LLC

Boston, MA
SELL
 -
-250
Closed
$6.5K - $7.68K
0 $0
Q3 2020
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-600
Closed
$14.2K - $16.4K
0 $0
Q2 2020
Jul 17, 2020 Q2 2020
Corbenic Partners LLC

SELL
 -
-229
Closed
$4.23K - $5.68K
0 $0
Q1 2020
May 13, 2020 Q1 2020
Bokf, Na

Tulsa, OK
SELL
 -
-29.8K
Closed
$510K - $788K
0 $0
Apr 29, 2020 Q1 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-319
Closed
$5.45K - $8.42K
0 $0
May 15, 2020 Q1 2020
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-186
Closed
$3.18K - $4.91K
0 $0
Q4 2019
Feb 07, 2020 Q4 2019
Oppenheimer & CO Inc

New York, NY
SELL
 -
-17.8K
Closed
$395K - $460K
0 $0

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