Purchases and Sales Made in Q4 2023 in Siren Divcon Leaders Dividend (LEAD)
This table provides information about the institutional ownership of Siren Divcon Leaders Dividend (LEAD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
21K+ 354.67% |
$1.1M - $1.28M
|
27K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
542+ 5.24% |
$28.3K - $33K
|
10.9K
$766K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
307+ 4.71% |
$16K - $18.7K
|
6.83K
$480K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
298+ 0.8% |
$15.5K - $18.2K
|
37.6K
$2.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24+ 0.44% |
$1.25K - $1.46K
|
5.54K
$390K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
20+ 0.18% |
$1.04K - $1.22K
|
11.4K
$802K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.05% |
$261 - $305
|
11.1K
$780K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$156 - $183
|
4.68K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$52.2 - $60.9
|
1
$70.4
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-119- 0.54% |
$6.21K - $7.25K
|
21.9K
$1.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-120- 1.53% |
$6.26K - $7.31K
|
7.74K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-166- 1.76% |
$8.66K - $10.1K
|
9.25K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-244- 0.46% |
$12.7K - $14.9K
|
52.9K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-273- 6.38% |
$14.2K - $16.6K
|
4.01K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-313- 3.59% |
$16.3K - $19.1K
|
8.4K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-394- 3.19% |
$20.5K - $24K
|
11.9K
$841K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-543- 6.15% |
$28.3K - $33.1K
|
8.29K
$583K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-673- 3.75% |
$35.1K - $41K
|
17.3K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-923- 2.12% |
$48.1K - $56.2K
|
42.7K
$3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.75K- 12.94% |
$248K - $289K
|
32K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.36K- 7.98% |
$280K - $327K
|
61.8K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.3K- 80.16% |
$1.11M - $1.3M
|
5.26K
$370K
|