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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.03% |
$175 - $214
|
9.8K
$699K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9- 0.13% |
$525 - $642
|
6.72K
$479K
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.51K+ 10.77% |
$352K - $382K
|
56.7K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.06K+ 16.14% |
$132K - $143K
|
14.8K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-530- 79.7% |
$33.8K - $36.8K
|
135
$9.63K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-336- 3.26% |
$21.4K - $23.3K
|
9.96K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8KNew |
$1.14M - $1.24M
|
17.8K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
177New |
$11.3K - $12.3K
|
177
$12.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-896- 4.84% |
$57.2K - $62.1K
|
17.6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.92KNew |
$123K - $133K
|
1.92K
$137K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
35+ 0.64% |
$2.23K - $2.43K
|
5.47K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-817- 11.32% |
$52.1K - $56.7K
|
6.4K
$457K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.3K- 18.66% |
$913K - $992K
|
62.4K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.12K- 17.7% |
$71.7K - $77.9K
|
5.22K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-52- 0.12% |
$3.32K - $3.61K
|
42.6K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $139
|
4.68K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.08K+ 13.0% |
$196K - $213K
|
26.8K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.73K- 4.77% |
$110K - $120K
|
34.5K
$2.47M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.57K+ 34.7% |
$171K - $183K
|
9.97K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.87K- 30.05% |
$124K - $133K
|
4.35K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$66.5 - $71.4
|
1
$71.4
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
763+ 3.97% |
$50.8K - $54.5K
|
20K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
6.77KNew |
$450K - $483K
|
6.77K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.08K+ 5.23% |
$71.5K - $76.7K
|
21.6K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
6.77KNew |
$450K - $483K
|
6.77K
$483K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
300+ 100.0% |
$18.9K - $20.8K
|
600
$42.8K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-33- 20.89% |
$2.08K - $2.29K
|
125
$8.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 4.45% |
$6.29K - $6.94K
|
2.15K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-353- 3.14% |
$22.2K - $24.5K
|
10.9K
$776K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2K- 9.26% |
$126K - $139K
|
19.6K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
893+ 12.85% |
$56.2K - $62K
|
7.84K
$560K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.54K- 37.31% |
$223K - $246K
|
5.95K
$425K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$191K - $214K
|
3.24K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
605+ 8.86% |
$35.7K - $40K
|
7.43K
$531K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
658+ 17.29% |
$35.7K - $38.4K
|
4.46K
$319K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$193K - $217K
|
4K
$285K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.86KNew |
$186K - $210K
|
3.86K
$275K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-510- 8.79% |
$23K - $26.8K
|
5.29K
$378K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
461New |
$20.8K - $24.2K
|
461
$32.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.31% |
$406 - $473
|
2.94K
$210K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
365New |
$16.5K - $19.9K
|
365
$26.1K
|
|
| 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
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.51KClosed |
$240K - $274K
|
0
$0
|
|