Latest Institutional Transactions on Siren Divcon Leaders Dividend (LEAD)
This table provides information on the latest institutional transactions involving Siren Divcon Leaders Dividend (LEAD) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.17% |
$66.5 - $71.4
|
601
$40.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.87K- 30.05% |
$124K - $133K
|
4.35K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.25K- 29.1% |
$349K - $375K
|
12.8K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-398- 37.44% |
$26.5K - $28.4K
|
665
$45K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$66.5 - $71.4
|
1
$67.7
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66K+ 2.21% |
$110K - $118K
|
76.7K
$5.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4- 0.06% |
$266 - $286
|
7.22K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-583- 5.36% |
$38.8K - $41.6K
|
10.3K
$697K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-633- 9.07% |
$42.1K - $45.2K
|
6.34K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-365- 3.82% |
$24.3K - $26.1K
|
9.18K
$622K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.5KNew |
$1.23M - $1.32M
|
18.5K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
763+ 3.97% |
$50.8K - $54.5K
|
20K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-461- 0.89% |
$30.7K - $32.9K
|
51.2K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.01K- 5.25% |
$134K - $144K
|
36.3K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
6.77KNew |
$450K - $483K
|
6.77K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.08K+ 5.23% |
$71.5K - $76.7K
|
21.6K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-166- 0.39% |
$11K - $11.9K
|
42.7K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
30+ 0.56% |
$2K - $2.14K
|
5.43K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 5.92% |
$99.1K - $106K
|
23.7K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
108+ 1.51% |
$7.19K - $7.71K
|
7.24K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
6.77KNew |
$450K - $483K
|
6.77K
$458K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.03% |
$200 - $214
|
11.1K
$752K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-33- 20.89% |
$2.08K - $2.29K
|
125
$8.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.14K- 35.45% |
$261K - $288K
|
7.55K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 4.45% |
$6.29K - $6.94K
|
2.15K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
111+ 584.21% |
$6.99K - $7.71K
|
130
$8.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-353- 3.14% |
$22.2K - $24.5K
|
10.9K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 0.19% |
$566 - $625
|
4.68K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2K- 9.26% |
$126K - $139K
|
19.6K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
893+ 12.85% |
$56.2K - $62K
|
7.84K
$531K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.54K- 37.31% |
$223K - $246K
|
5.95K
$403K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$191K - $214K
|
3.24K
$220K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
605+ 8.86% |
$35.7K - $40K
|
7.43K
$503K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
658+ 17.29% |
$35.7K - $38.4K
|
4.46K
$302K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$193K - $217K
|
4K
$271K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.86KNew |
$186K - $210K
|
3.86K
$261K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-510- 8.79% |
$23K - $26.8K
|
5.29K
$359K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
461New |
$20.8K - $24.2K
|
461
$31.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.31% |
$406 - $473
|
2.94K
$199K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
365New |
$16.5K - $19.9K
|
365
$24.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-36.6KClosed |
$1.68M - $2.02M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-7KClosed |
$322K - $385K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-523Closed |
$24K - $28.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-328Closed |
$17K - $19.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.51KClosed |
$240K - $274K
|
0
$0
|
|