Purchases and Sales Made in Q1 2024 in Siren Divcon Leaders Dividend (LEAD)
This table provides information about the institutional ownership of Siren Divcon Leaders Dividend (LEAD) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 18.22% |
$665K - $745K
|
73.1K
$5.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.23K+ 23.85% |
$309K - $346K
|
27.2K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$191K - $214K
|
3.24K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
3.02K+ 25.3% |
$178K - $200K
|
15K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.35KNew |
$139K - $155K
|
2.35K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
827+ 8.94% |
$48.8K - $54.6K
|
10.1K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
696New |
$41.1K - $46K
|
696
$48.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
605+ 8.86% |
$35.7K - $40K
|
7.43K
$519K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
576+ 1.53% |
$34K - $38.1K
|
38.2K
$2.66M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
547+ 2.03% |
$32.3K - $36.1K
|
27.5K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
308New |
$18.2K - $20.4K
|
308
$21.5K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
158New |
$9.32K - $10.4K
|
158
$11K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
12+ 0.11% |
$708 - $793
|
11.4K
$797K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 2.67% |
$472 - $529
|
308
$21.5K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 2.67% |
$472 - $529
|
308
$21.5K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$177 - $198
|
4.69K
$327K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.07% |
$177 - $198
|
4.01K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.03% |
$177 - $198
|
11.1K
$775K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$59 - $66.1
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-120- 2.17% |
$7.08K - $7.93K
|
5.42K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-182- 7.5% |
$10.7K - $12K
|
2.25K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-294- 3.5% |
$17.3K - $19.4K
|
8.11K
$566K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-303- 3.65% |
$17.9K - $20K
|
7.99K
$558K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-431- 3.96% |
$25.4K - $28.5K
|
10.5K
$730K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-576- 7.44% |
$34K - $38.1K
|
7.16K
$500K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-662- 1.25% |
$39.1K - $43.7K
|
52.2K
$3.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.09K- 3.39% |
$64K - $71.7K
|
30.9K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.33K- 3.11% |
$78.4K - $87.8K
|
41.4K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.7K- 67.83% |
$692K - $775K
|
5.56K
$388K
|