Purchases and Sales Made in Q4 2022 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
370+ 4.3% |
$21.7K - $25.5K
|
8.98K
$852K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
365New |
$21.4K - $25.2K
|
365
$34.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
356+ 6.43% |
$20.9K - $24.5K
|
5.89K
$559K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
344+ 3.74% |
$20.2K - $23.7K
|
9.55K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
270+ 1.98% |
$15.9K - $18.6K
|
13.9K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
265+ 7.23% |
$15.6K - $18.3K
|
3.93K
$373K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
172+ 3.23% |
$10.1K - $11.9K
|
5.49K
$521K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
125+ 3.69% |
$7.34K - $8.61K
|
3.51K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
117New |
$6.87K - $8.06K
|
117
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
70+ 0.76% |
$4.11K - $4.82K
|
9.26K
$878K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.63% |
$117 - $138
|
322
$30.5K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
SELL
|
- |
-1- 0.09% |
$58.7 - $68.9
|
1.1K
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.2% |
$117 - $138
|
994
$94.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.1% |
$117 - $138
|
2.07K
$196K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-21- 0.33% |
$1.23K - $1.45K
|
6.27K
$595K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-25- 4.46% |
$1.47K - $1.72K
|
536
$50.8K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-34- 0.4% |
$2K - $2.34K
|
8.46K
$802K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-37- 1.08% |
$2.17K - $2.55K
|
3.39K
$321K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-69- 1.88% |
$4.05K - $4.75K
|
3.6K
$341K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-86- 0.66% |
$5.05K - $5.93K
|
12.9K
$1.22M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-92- 2.26% |
$5.4K - $6.34K
|
3.98K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-100- 20.0% |
$5.87K - $6.89K
|
400
$37.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-118- 3.32% |
$6.93K - $8.13K
|
3.44K
$326K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132- 37.39% |
$7.75K - $9.1K
|
221
$21K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-276- 7.8% |
$16.2K - $19K
|
3.26K
$309K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-335- 50.53% |
$19.7K - $23.1K
|
328
$31.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-339- 3.65% |
$19.9K - $23.4K
|
8.96K
$850K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-410Closed |
$24.1K - $28.3K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-462- 0.69% |
$27.1K - $31.8K
|
66.8K
$6.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-503- 1.98% |
$29.5K - $34.7K
|
24.9K
$2.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-575- 1.41% |
$33.8K - $39.6K
|
40.3K
$3.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-637- 15.54% |
$37.4K - $43.9K
|
3.46K
$328K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-700- 58.92% |
$41.1K - $48.2K
|
488
$46.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-762- 62.41% |
$44.7K - $52.5K
|
459
$43.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-829- 6.52% |
$48.7K - $57.1K
|
11.9K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.65K- 9.9% |
$97K - $114K
|
15K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.42K- 2.62% |
$142K - $167K
|
89.9K
$8.52M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.49K- 21.62% |
$146K - $172K
|
9.03K
$857K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.98K- 3.97% |
$175K - $205K
|
71.9K
$6.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.27K- 2.73% |
$192K - $226K
|
116K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 13.66% |
$221K - $259K
|
23.8K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.1K- 97.61% |
$766K - $899K
|
320
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.4K- 43.78% |
$2.02M - $2.37M
|
44.2K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-435K- 47.36% |
$25.5M - $29.9M
|
483K
$45.8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-435K- 47.36% |
$25.5M - $29.9M
|
483K
$45.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-5.14M- 97.01% |
$302M - $354M
|
158K
$15M
|