Latest Institutional Purchases of Ea Ser Tr Alpha Architect U S (QVAL)
This list provides information on the latest institutional transactions involving Ea Ser Tr Alpha Architect U S (QVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
102K+ 72.83% |
$4.22M - $4.74M
|
241K
$9.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
42.3K+ 3.07% |
$1.75M - $1.97M
|
1.42M
$57.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33.9K+ 17.81% |
$1.41M - $1.58M
|
224K
$9.15M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 67.51% |
$1.24M - $1.39M
|
74K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
19.6K+ 10.26% |
$810K - $911K
|
210K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.9KNew |
$785K - $882K
|
18.9K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18.7K+ 10.6% |
$776K - $872K
|
195K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.6K+ 9.29% |
$729K - $819K
|
207K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.7KNew |
$694K - $780K
|
16.7K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$553K - $621K
|
13.3K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
12.7KNew |
$528K - $593K
|
12.7K
$519K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 22.34% |
$460K - $516K
|
60.7K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.59K+ 14.09% |
$315K - $354K
|
61.5K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
7.18K+ 44.38% |
$298K - $334K
|
23.4K
$952K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6.78K+ 87.97% |
$281K - $316K
|
14.5K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.7KNew |
$278K - $312K
|
6.7K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.63K+ 15.61% |
$275K - $309K
|
49.1K
$2M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.22K+ 4.47% |
$216K - $243K
|
122K
$4.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.04KNew |
$209K - $235K
|
5.04K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.6K+ 65.53% |
$191K - $214K
|
11.6K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 44.71% |
$103K - $116K
|
8.08K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.21K+ 336.47% |
$91.8K - $103K
|
2.87K
$117K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.15K+ 11.96% |
$89K - $100K
|
20.1K
$819K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.02K+ 10.93% |
$83.6K - $94K
|
20.5K
$834K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 10.88% |
$83.6K - $94K
|
20.6K
$838K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 14.47% |
$42.1K - $47.3K
|
8.04K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
767+ 4.96% |
$31.8K - $35.7K
|
16.2K
$661K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
147+ 0.23% |
$6.09K - $6.85K
|
63.7K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
136+ 2.6% |
$5.64K - $6.33K
|
5.36K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 241.3% |
$4.6K - $5.17K
|
157
$6.4K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
73+ 0.26% |
$3.03K - $3.4K
|
27.7K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
65+ 50.39% |
$2.69K - $3.03K
|
194
$7.91K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33+ 0.24% |
$1.37K - $1.54K
|
14K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22+ 0.47% |
$912 - $1.02K
|
4.68K
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7+ 0.01% |
$290 - $326
|
50K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
43.5KNew |
$1.93M - $2.08M
|
43.5K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.7K+ 19.15% |
$1.45M - $1.56M
|
203K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.54KNew |
$334K - $360K
|
7.54K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
BUY
|
- |
2.83K+ 1.14% |
$125K - $135K
|
251K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16KNew |
$95.5K - $103K
|
2.16K
$88K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.5KNew |
$66.4K - $71.7K
|
1.5K
$61.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.21K+ 5.21% |
$53.4K - $57.6K
|
24.4K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
659+ 10.01% |
$29.2K - $31.5K
|
7.24K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
431New |
$19.1K - $20.6K
|
431
$17.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
413+ 0.29% |
$18.3K - $19.7K
|
142K
$5.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$4.43K - $4.78K
|
200
$8.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 1.05% |
$2.3K - $2.48K
|
4.98K
$203K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 192.21% |
$1.14M - $1.26M
|
41.3K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.68K+ 5.86% |
$280K - $309K
|
121K
$4.92M
|
|