Latest Institutional Transactions on Modiv Inc. (MDV)
This table provides information on the latest institutional transactions involving Modiv Inc. (MDV) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
715+ 5.68% |
$10.6K - $12.7K
|
13.3K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.6KNew |
$171K - $205K
|
11.6K
$168K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.2KNew |
$169K - $209K
|
12.2K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.23K- 16.82% |
$58.6K - $72.5K
|
20.9K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5.5K+ 88.69% |
$76.2K - $94.2K
|
11.7K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.66KNew |
$36.8K - $45.5K
|
2.66K
$38.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.96KNew |
$82.6K - $102K
|
5.96K
$86.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.38KNew |
$74.5K - $92.2K
|
5.38K
$78.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12.6KNew |
$175K - $216K
|
12.6K
$183K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.5KNew |
$146K - $180K
|
10.5K
$153K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.58K+ 5.03% |
$63.2K - $75.7K
|
95.5K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$166K - $199K
|
12.1K
$175K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 33.33% |
$69 - $82.7
|
20
$291
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12New |
$166 - $206
|
12
$175
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.99% |
$43.5 - $48.2
|
154
$2.24K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
595New |
$8.63K - $9.57K
|
595
$8.66K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2KNew |
$126K - $183K
|
12.2K
$177K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
1.7KNew |
$15.2K - $27.4K
|
1.7K
$24.7K
|
|
| Q3 2022 | |||||||
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.3KClosed |
$294K - $309K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.3KNew |
$245K - $258K
|
10.3K
$149K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12.2KNew |
$292K - $307K
|
12.2K
$178K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-500Closed |
$11.9K - $12.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.03KNew |
$24.6K - $25.9K
|
1.03K
$15K
|
|