Purchases and Sales Made in Q3 2023 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q3 2023. The information is specifically focused on institutions that hold shares of DIREXION NASDAQ-100 EQUAL WEIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
374+ 2.54% |
$27.6K - $30.2K
|
15.1K
$1.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
345New |
$25.4K - $27.9K
|
345
$32.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
345+ 64.37% |
$25.4K - $27.9K
|
881
$83K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
277+ 56.76% |
$20.4K - $22.4K
|
765
$72K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
174+ 1.66% |
$12.8K - $14.1K
|
10.6K
$1M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
133+ 2.2% |
$9.8K - $10.7K
|
6.19K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
122+ 14.34% |
$8.99K - $9.85K
|
973
$91.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
82+ 2.27% |
$6.04K - $6.62K
|
3.7K
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
70New |
$5.16K - $5.65K
|
70
$6.59K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
50+ 0.47% |
$3.68K - $4.04K
|
10.6K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15New |
$1.11K - $1.21K
|
15
$1.41K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 0.34% |
$810 - $888
|
3.28K
$308K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7+ 0.21% |
$516 - $565
|
3.35K
$315K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$295 - $323
|
2.91K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.05% |
$221 - $242
|
6.28K
$592K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.22% |
$147 - $162
|
912
$85.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.03% |
$73.7 - $80.8
|
2.89K
$272K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.03% |
$73.7 - $80.8
|
3.53K
$332K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$73.7 - $80.8
|
1.2K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$73.7 - $80.8
|
4.16K
$392K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 21.74% |
$368 - $404
|
18
$1.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-26- 0.13% |
$1.92K - $2.1K
|
19.7K
$1.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 24.0% |
$2.65K - $2.91K
|
114
$10.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-43- 0.3% |
$3.17K - $3.47K
|
14.3K
$1.34M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-57Closed |
$4.2K - $4.6K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-58- 1.35% |
$4.27K - $4.68K
|
4.24K
$399K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-61- 57.55% |
$4.49K - $4.93K
|
45
$4.24K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-62- 0.39% |
$4.57K - $5.01K
|
15.7K
$1.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-73- 0.62% |
$5.38K - $5.9K
|
11.8K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-103- 1.43% |
$7.59K - $8.32K
|
7.12K
$671K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-143- 2.77% |
$10.5K - $11.5K
|
5.02K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-145- 0.62% |
$10.7K - $11.7K
|
23.4K
$2.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-163- 0.61% |
$12K - $13.2K
|
26.6K
$2.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-178- 1.21% |
$13.1K - $14.4K
|
14.6K
$1.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-221- 2.32% |
$16.3K - $17.8K
|
9.29K
$875K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-262- 6.94% |
$19.3K - $21.2K
|
3.51K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 1.91% |
$22.1K - $24.2K
|
15.4K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-322- 6.42% |
$23.7K - $26K
|
4.69K
$442K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-346- 5.78% |
$25.5K - $27.9K
|
5.64K
$531K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-376- 2.75% |
$27.7K - $30.4K
|
13.3K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-378- 10.1% |
$27.9K - $30.5K
|
3.36K
$317K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-429- 10.79% |
$31.6K - $34.6K
|
3.55K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-535- 1.39% |
$39.4K - $43.2K
|
37.9K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-605- 39.86% |
$44.6K - $48.9K
|
913
$86K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-685- 3.42% |
$50.5K - $55.3K
|
19.3K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-756- 14.37% |
$55.7K - $61.1K
|
4.51K
$424K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-780- 3.38% |
$57.5K - $63K
|
22.3K
$2.1M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-937- 12.07% |
$69K - $75.7K
|
6.83K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.07K- 3.77% |
$79K - $86.6K
|
27.4K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.57K- 7.56% |
$115K - $127K
|
19.2K
$1.8M
|