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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
112K+ 453.64% |
$4.4M - $5.03M
|
137K
$5.85M
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
63.2KNew |
$2.49M - $2.84M
|
63.2K
$2.71M
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
41.3K+ 3.57% |
$1.62M - $1.85M
|
1.2M
$51.3M
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36.1K+ 31.8% |
$1.42M - $1.62M
|
150K
$6.42M
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
25.5K+ 22.66% |
$1M - $1.15M
|
138K
$5.93M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$633K - $724K
|
16.1K
$690K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 25.19% |
$575K - $657K
|
72.7K
$3.12M
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
13.2K+ 11.99% |
$517K - $591K
|
123K
$5.27M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 146.35% |
$495K - $566K
|
21.2K
$909K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 21.09% |
$488K - $557K
|
71.2K
$3.05M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.16KNew |
$321K - $367K
|
8.16K
$350K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.03K+ 106.05% |
$315K - $361K
|
15.6K
$669K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6K+ 5.91% |
$236K - $270K
|
107K
$4.61M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.93K+ 5.62% |
$233K - $267K
|
112K
$4.78M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.97K+ 48.57% |
$195K - $223K
|
15.2K
$651K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 1.08% |
$88.3K - $101K
|
210K
$9M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.78KNew |
$69.9K - $79.9K
|
1.78K
$76.2K
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.12K+ 0.79% |
$44K - $50.3K
|
143K
$6.14M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.06K+ 172.2% |
$41.6K - $47.6K
|
1.67K
$71.8K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
987+ 16.17% |
$38.8K - $44.4K
|
7.09K
$304K
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
655+ 5.04% |
$25.7K - $29.4K
|
13.6K
$585K
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
483+ 0.46% |
$19K - $21.7K
|
106K
$4.53M
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
478+ 2.89% |
$18.8K - $21.5K
|
17K
$729K
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
BUY
|
- |
435+ 0.18% |
$17.1K - $19.5K
|
248K
$10.6M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344+ 109.9% |
$13.5K - $15.5K
|
657
$28.2K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99New |
$3.89K - $4.45K
|
99
$4.24K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58+ 0.44% |
$2.28K - $2.61K
|
13.2K
$565K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
40+ 0.33% |
$1.57K - $1.8K
|
12.2K
$524K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30+ 0.03% |
$1.18K - $1.35K
|
95.1K
$4.08M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11+ 0.06% |
$432 - $494
|
18.2K
$779K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
30.6KNew |
$1.07M - $1.26M
|
30.6K
$1.31M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8.92KNew |
$312K - $366K
|
8.92K
$382K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.33KNew |
$256K - $301K
|
7.33K
$314K
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.4KNew |
$83.9K - $98.4K
|
2.4K
$103K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
905New |
$31.6K - $37.1K
|
905
$38.8K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.96% |
$34.9 - $41
|
52
$2.23K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.1KNew |
$406K - $461K
|
12.1K
$517K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.2KNew |
$242K - $275K
|
7.2K
$309K
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
166KNew |
$5.13M - $5.73M
|
166K
$7.1M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
209+ 0.1% |
$6.47K - $7.23K
|
202K
$8.65M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122New |
$3.78K - $4.22K
|
122
$5.23K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$31 - $34.6
|
1
$42.9
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$3.21K - $3.61K
|
100
$4.29K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40New |
$1.28K - $1.45K
|
40
$1.71K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.41KNew |
N/A
|
8.41K
$360K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.14KNew |
N/A
|
1.14K
$48.8K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.22% |
N/A
|
452
$19.4K
|
|
Q2 2021 | |||||||
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8KNew |
N/A
|
8K
$343K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
N/A
|
14
$600
|