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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.36K- 58.83% |
$144K - $155K
|
1.65K
$111K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7KNew |
$715K - $767K
|
11.7K
$788K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-677- 97.27% |
$41.4K - $44.4K
|
19
$1.28K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.55K+ 81.85% |
$279K - $299K
|
10.1K
$682K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-305- 3.03% |
$18.7K - $20K
|
9.77K
$658K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17.9K+ 64.98% |
$1.09M - $1.17M
|
45.4K
$3.06M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-47- 0.87% |
$2.88K - $3.08K
|
5.37K
$362K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-536- 6.71% |
$32.8K - $35.2K
|
7.45K
$502K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6+ 0.07% |
$367 - $394
|
8.12K
$547K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-521- 1.0% |
$31.9K - $34.2K
|
51.7K
$3.48M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
889+ 1.22% |
$54.4K - $58.3K
|
74K
$4.99M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
681+ 1.65% |
$41.7K - $44.7K
|
42K
$2.83M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.6K+ 196.0% |
$282K - $302K
|
6.95K
$468K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-185- 0.48% |
$11.3K - $12.1K
|
38K
$2.56M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-262- 0.96% |
$16K - $17.2K
|
26.9K
$1.81M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-183- 1.6% |
$11.2K - $12K
|
11.2K
$757K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.33K- 30.21% |
$571K - $612K
|
21.5K
$1.45M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$61.2 - $65.6
|
4.69K
$316K
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4.66K+ 31.12% |
$285K - $306K
|
19.6K
$1.32M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-963- 9.21% |
$58.9K - $63.2K
|
9.49K
$640K
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14- 0.2% |
$857 - $919
|
7.15K
$482K
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.02% |
$122 - $131
|
11.1K
$748K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 2.67% |
$472 - $529
|
308
$20.8K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
158New |
$9.32K - $10.4K
|
158
$10.6K
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$191K - $214K
|
3.24K
$219K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-182- 7.5% |
$10.7K - $12K
|
2.25K
$151K
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
605+ 8.86% |
$35.7K - $40K
|
7.43K
$501K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1KNew |
$985K - $1.06M
|
18.1K
$1.22M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
658+ 17.29% |
$35.7K - $38.4K
|
4.46K
$301K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$193K - $217K
|
4K
$270K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.86KNew |
$186K - $210K
|
3.86K
$260K
|
|
Q4 2022 | |||||||
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-510- 8.79% |
$24.5K - $26.8K
|
5.29K
$357K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
461New |
$22.2K - $24.2K
|
461
$31.1K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.31% |
$433 - $473
|
2.94K
$198K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
365New |
N/A
|
365
$24.6K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-36.6KClosed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-7KClosed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-523Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-328Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.51KClosed |
N/A
|
0
$0
|