Latest Institutional Transactions on Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information on the latest institutional transactions involving Direxion Nasdaq 100 Equal Weig (QQQE) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
8.2K+ 6.3% |
$673K - $733K
|
138K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
43KNew |
$3.53M - $3.84M
|
43K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.3% |
$82.1 - $89.5
|
338
$30.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
215New |
$17.7K - $19.2K
|
215
$19.6K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
346New |
$28.4K - $31K
|
346
$31.5K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250New |
$20.5K - $22.4K
|
250
$22.8K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9KNew |
$739K - $805K
|
9K
$821K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-40- 55.56% |
$3.29K - $3.58K
|
32
$2.92K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.26KNew |
$186K - $202K
|
2.26K
$206K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
290New |
$23.8K - $25.9K
|
290
$26.4K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.31KNew |
$189K - $206K
|
2.31K
$210K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
6.98KNew |
$573K - $624K
|
6.98K
$636K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.38% |
$739 - $805
|
2.38K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 2.15% |
$164 - $179
|
91
$8.29K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-700- 16.28% |
$57.5K - $62.6K
|
3.6K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
239+ 1.76% |
$19.6K - $21.4K
|
13.8K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
671New |
$55.1K - $60K
|
671
$61.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.02% |
$164 - $179
|
11.4K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.85K+ 74.23% |
$152K - $166K
|
4.35K
$396K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.6K- 96.3% |
$214K - $233K
|
100
$9.12K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2New |
$164 - $179
|
2
$182
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$821 - $895
|
10
$912
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-130K- 96.02% |
$10.6M - $11.6M
|
5.37K
$489K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
30New |
$2.46K - $2.68K
|
30
$2.73K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.29% |
$329 - $358
|
1.41K
$128K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11New |
$775 - $935
|
11
$1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
29New |
$2.04K - $2.47K
|
29
$2.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$705 - $850
|
10
$912
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$1.37M - $1.65M
|
19.4K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.13KNew |
$221K - $266K
|
3.13K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.87KNew |
$202K - $244K
|
2.87K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
100KNew |
$7.05M - $8.5M
|
100K
$9.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$70.5 - $85
|
353
$32.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
348KNew |
$24.5M - $29.5M
|
348K
$31.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.3KNew |
$232K - $281K
|
3.3K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 192.31% |
$106K - $128K
|
2.28K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.9KNew |
$486K - $587K
|
6.9K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.55KNew |
$250K - $302K
|
3.55K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-186- 5.28% |
$13.1K - $15.8K
|
3.34K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
454New |
$32K - $38.6K
|
454
$41.4K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-519- 11.94% |
$36.6K - $44.1K
|
3.83K
$349K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$93K - $112K
|
1.32K
$120K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-332- 2.5% |
$23.4K - $28.2K
|
12.9K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
74.1KNew |
$5.22M - $6.3M
|
74.1K
$6.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.83% |
$4.58K - $5.53K
|
7.75K
$707K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
10New |
$705 - $850
|
10
$912
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.64KNew |
$186K - $224K
|
2.64K
$240K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-61- 57.55% |
$4.49K - $4.93K
|
45
$4.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
29.5KNew |
$2.17M - $2.38M
|
29.5K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
825+ 4.4% |
$60.8K - $66.6K
|
19.6K
$1.78M
|
|