Purchases and Sales Made in Q2 2023 in Xtrackers Msci Eafe High Div Y (HDEF)
This table provides information about the institutional ownership of Xtrackers Msci Eafe High Div Y (HDEF) during Q2 2023. The information is specifically focused on institutions that hold shares of XTRACKERS MSCI EAFE HIGH DIV Y.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
423K+ 116.53% |
$9.53M - $10.2M
|
785K
$19.4M
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
413K+ 410.58% |
$9.32M - $9.97M
|
514K
$12.7M
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
254KNew |
$5.73M - $6.13M
|
254K
$6.28M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
253K+ 18.12% |
$5.71M - $6.11M
|
1.65M
$40.8M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
231K+ 0.8% |
$5.2M - $5.56M
|
29M
$716M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
132K+ 18.16% |
$2.99M - $3.19M
|
862K
$21.3M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.8K+ 47.17% |
$1.91M - $2.05M
|
265K
$6.54M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64.9KNew |
$1.46M - $1.56M
|
64.9K
$1.6M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
61.8KNew |
$1.39M - $1.49M
|
61.8K
$1.53M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.6K+ 21.45% |
$1.03M - $1.1M
|
258K
$6.38M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.9K+ 84.46% |
$990K - $1.06M
|
95.9K
$2.37M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
43.5K+ 4.55% |
$981K - $1.05M
|
1M
$24.7M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
43.4K+ 298.82% |
$979K - $1.05M
|
58K
$1.43M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.4K+ 7.11% |
$866K - $926K
|
578K
$14.3M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.3KNew |
$458K - $490K
|
20.3K
$502K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 3.99% |
$436K - $466K
|
504K
$12.4M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 10.3% |
$374K - $400K
|
178K
$4.39M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.2KNew |
$366K - $391K
|
16.2K
$401K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.8K+ 5.55% |
$356K - $380K
|
300K
$7.41M
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.5K+ 19.98% |
$350K - $374K
|
93.2K
$2.3M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.4KNew |
$324K - $346K
|
14.4K
$355K
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
14.3K+ 3.11% |
$323K - $346K
|
476K
$11.7M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$307K - $328K
|
13.6K
$336K
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13K+ 1.89% |
$293K - $313K
|
700K
$17.3M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 57.09% |
$258K - $275K
|
31.4K
$776K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1KNew |
$229K - $244K
|
10.1K
$250K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 10.74% |
$226K - $242K
|
103K
$2.55M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.07KNew |
$205K - $219K
|
9.07K
$224K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
6.93KNew |
$156K - $167K
|
6.93K
$171K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
6.93K+ 693300.0% |
$156K - $167K
|
6.93K
$171K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
4.31K+ 455.18% |
$97.1K - $104K
|
5.25K
$130K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.43K+ 13.0% |
$77.4K - $82.7K
|
29.8K
$737K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.38K+ 18.87% |
$53.7K - $57.4K
|
15K
$371K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.61K+ 15.94% |
$36.3K - $38.8K
|
11.7K
$289K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29KNew |
$29.1K - $31.1K
|
1.29K
$31.8K
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
938+ 1.01% |
$21.2K - $22.6K
|
93.6K
$2.31M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
732+ 6.38% |
$16.5K - $17.6K
|
12.2K
$302K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
515New |
$11.6K - $12.4K
|
515
$12.7K
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
444New |
$10K - $10.7K
|
444
$11K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
88New |
$1.98K - $2.12K
|
88
$2.17K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42+ 0.35% |
$947 - $1.01K
|
12.2K
$301K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 0.08% |
$474 - $506
|
27K
$666K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13New |
$293 - $313
|
13
$321
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$22.6 - $24.1
|
1.89K
$46.7K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-58- 0.44% |
$1.31K - $1.4K
|
13.2K
$325K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-239- 0.09% |
$5.39K - $5.76K
|
281K
$6.94M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-241- 1.55% |
$5.43K - $5.81K
|
15.3K
$377K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-406- 33.33% |
$9.16K - $9.79K
|
812
$20.1K
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-844- 0.83% |
$19K - $20.3K
|
101K
$2.49M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.8K- 12.79% |
$40.6K - $43.4K
|
12.3K
$303K
|