Latest Institutional Transactions on Xtrackers Usd High Yield Corp (HYLB)
This table provides information on the latest institutional transactions involving Xtrackers Usd High Yield Corp (HYLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-124Closed |
$4.88K - $5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-87Closed |
$3.43K - $3.51K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.33KClosed |
$171K - $175K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-8.21KClosed |
$323K - $331K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-237Closed |
$9.33K - $9.55K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-29Closed |
$1.14K - $1.17K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-20Closed |
$788 - $806
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.18KClosed |
$243K - $249K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2Closed |
$78.8 - $80.6
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-560Closed |
$22.1K - $22.6K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.05KClosed |
$41.2K - $42.1K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-5.93KClosed |
$234K - $239K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7Closed |
$276 - $282
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-207Closed |
$8.15K - $8.34K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6.28KClosed |
$247K - $253K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-76Closed |
$2.99K - $3.06K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-79Closed |
$3.11K - $3.18K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-496Closed |
$19.5K - $20K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-15.9KClosed |
$626K - $641K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-820Closed |
$31.4K - $32.9K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-650Closed |
$24.9K - $26K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
26.1KNew |
$1M - $1.05M
|
26.1K
$942K
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-818Closed |
$31.3K - $32.8K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-34Closed |
$1.3K - $1.36K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-154Closed |
$5.9K - $6.17K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$268 - $280
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-67Closed |
$2.57K - $2.68K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-42Closed |
$1.61K - $1.68K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-233Closed |
$8.92K - $9.34K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Iron Financial, LLC
|
SELL
|
- |
-52.9KClosed |
$2.03M - $2.12M
|
0
$0
|
|
Q3 2020 | |||||||
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
24.5K+ 35.85% |
$913K - $957K
|
92.7K
$3.34M
|
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.17K- 7.36% |
$43.8K - $45.9K
|
14.8K
$532K
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-2KClosed |
$74.5K - $78.1K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-153Closed |
$5.71K - $5.99K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-103Closed |
$3.85K - $4.03K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-226Closed |
$8.44K - $8.85K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$73.2K - $76.8K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.27KClosed |
$47.5K - $49.8K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-59Closed |
$2.2K - $2.31K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-127Closed |
$4.74K - $4.97K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-106Closed |
$3.96K - $4.15K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.8K- 96.06% |
$398K - $458K
|
485
$17.5K
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-18Closed |
$605 - $696
|
0
$0
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.73KClosed |
$159K - $183K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3Closed |
$101 - $116
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-13.5KClosed |
$454K - $523K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-96Closed |
$3.23K - $3.71K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-160Closed |
$5.38K - $6.19K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-91Closed |
$3.06K - $3.52K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-5.79KClosed |
$195K - $224K
|
0
$0
|