Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
829KNew |
$15M - $18.5M
|
829K
$20.5M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
828K+ 308.27% |
$15M - $18.4M
|
1.1M
$27.1M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
529KNew |
$9.59M - $11.8M
|
529K
$13.1M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
349K+ 372.32% |
$6.33M - $7.78M
|
443K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
292K+ 0.93% |
$5.29M - $6.51M
|
31.8M
$784M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
181K+ 280.72% |
$3.27M - $4.02M
|
245K
$6.05M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
171K+ 289.13% |
$3.09M - $3.8M
|
230K
$5.67M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 35.53% |
$3.07M - $3.78M
|
647K
$16M
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
113KNew |
$2.05M - $2.52M
|
113K
$2.8M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99.8K+ 80.16% |
$1.81M - $2.22M
|
224K
$5.54M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
99.4KNew |
$1.8M - $2.21M
|
99.4K
$2.46M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.1K+ 17.07% |
$1.74M - $2.14M
|
659K
$16.3M
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
55.9KNew |
$1.01M - $1.24M
|
55.9K
$1.38M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.6KNew |
$826K - $1.02M
|
45.6K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
29.7K+ 48.41% |
$538K - $661K
|
90.9K
$2.25M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.9KNew |
$488K - $600K
|
26.9K
$666K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.3K+ 44.58% |
$423K - $520K
|
75.7K
$1.87M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
21.9KNew |
$397K - $487K
|
21.9K
$541K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
17.9K+ 39.83% |
$324K - $398K
|
62.7K
$1.55M
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
15.9KNew |
$287K - $353K
|
15.9K
$392K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4KNew |
$225K - $277K
|
12.4K
$307K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4KNew |
$225K - $276K
|
12.4K
$306K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$221K - $272K
|
12.2K
$301K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9KNew |
$215K - $264K
|
11.9K
$293K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.8KNew |
$196K - $241K
|
10.8K
$267K
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
10KNew |
$182K - $224K
|
10K
$248K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.89K+ 20.6% |
$179K - $220K
|
57.9K
$1.43M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.71K+ 5.01% |
$176K - $216K
|
203K
$5.03M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.31K+ 5.55% |
$151K - $185K
|
158K
$3.9M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.03K+ 0.43% |
$127K - $157K
|
1.64M
$40.6M
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.56K+ 0.7% |
$82.6K - $101K
|
657K
$16.2M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37KNew |
$61.1K - $75.1K
|
3.37K
$83.3K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.82K+ 0.99% |
$51.1K - $62.8K
|
288K
$7.12M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.16K+ 16.7% |
$39.1K - $48K
|
15.1K
$372K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.65KNew |
$29.9K - $36.8K
|
1.65K
$40.8K
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.6K+ 0.93% |
$29K - $35.7K
|
173K
$4.29M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.07KNew |
$19.3K - $23.7K
|
1.07K
$26.3K
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
768+ 7.6% |
$13.9K - $17.1K
|
10.9K
$268K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
621+ 5.47% |
$11.3K - $13.8K
|
12K
$296K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
273+ 2.56% |
$4.95K - $6.08K
|
11K
$270K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
215New |
$3.9K - $4.79K
|
215
$5.31K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
100+ 25.0% |
$1.81K - $2.23K
|
500
$12.4K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-87- 98.86% |
$1.58K - $1.94K
|
1
$24.7
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-142- 1.0% |
$2.57K - $3.16K
|
14.1K
$347K
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-455- 39.53% |
$8.24K - $10.1K
|
696
$17.2K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-757- 0.19% |
$13.7K - $16.9K
|
407K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.1K- 6.99% |
$19.8K - $24.4K
|
14.6K
$360K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.43K- 43.05% |
$25.9K - $31.8K
|
1.89K
$46.7K
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.55K- 0.54% |
$28K - $34.5K
|
286K
$7.07M
|