Purchases and Sales Made in Q1 2023 in Siren Divcon Leaders Dividend (LEAD)
This table provides information about the institutional ownership of Siren Divcon Leaders Dividend (LEAD) during Q1 2023. The information is specifically focused on institutions that hold shares of SIREN DIVCON LEADERS DIVIDEND .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.68K+ 25.84% |
$322K - $363K
|
32.5K
$2.29M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.33K+ 139.59% |
$209K - $236K
|
7.44K
$523K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 117.74% |
$204K - $231K
|
7.85K
$552K
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$193K - $217K
|
4K
$281K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.86KNew |
$186K - $210K
|
3.86K
$271K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.94K+ 56.79% |
$142K - $160K
|
8.11K
$570K
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.82K+ 28.9% |
$136K - $153K
|
12.6K
$885K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.17K+ 2.87% |
$56.5K - $63.7K
|
41.9K
$2.95M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116+ 0.52% |
$5.59K - $6.31K
|
22.4K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27+ 1.04% |
$1.3K - $1.47K
|
2.63K
$185K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8+ 0.15% |
$386 - $435
|
5.3K
$373K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$145 - $163
|
4.74K
$334K
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.03% |
$145 - $163
|
11.1K
$780K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$48.2 - $54.4
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-96- 1.1% |
$4.63K - $5.22K
|
8.67K
$610K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-98- 1.07% |
$4.72K - $5.33K
|
9.1K
$640K
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-127- 2.28% |
$6.12K - $6.9K
|
5.44K
$383K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-472- 1.06% |
$22.8K - $25.7K
|
44.1K
$3.1M
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-659- 13.96% |
$31.8K - $35.8K
|
4.06K
$286K
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-920- 6.69% |
$44.3K - $50K
|
12.8K
$902K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.13K- 57.92% |
$54.6K - $61.6K
|
823
$57.9K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.17K- 4.01% |
$105K - $118K
|
51.9K
$3.65M
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.22K- 21.61% |
$107K - $121K
|
8.07K
$567K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.23K- 11.38% |
$252K - $284K
|
40.7K
$2.86M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.76K- 45.4% |
$422K - $476K
|
10.5K
$742K
|