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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
173KNew |
$7.25M - $8M
|
173K
$8.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
91.9K+ 108.93% |
$3.85M - $4.25M
|
176K
$8.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
58.1K+ 4.41% |
$2.43M - $2.68M
|
1.37M
$63.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35.7K+ 733.72% |
$1.49M - $1.65M
|
40.6K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 192.21% |
$1.14M - $1.26M
|
41.3K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 78.04% |
$922K - $1.02M
|
50.2K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.6KNew |
$738K - $815K
|
17.6K
$818K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.58K+ 5.29% |
$359K - $396K
|
171K
$7.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.68K+ 5.86% |
$280K - $309K
|
121K
$5.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.34K+ 43.89% |
$182K - $201K
|
14.2K
$660K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.73K+ 162.66% |
$114K - $126K
|
4.41K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.63K+ 2.44% |
$110K - $122K
|
111K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 7.92% |
$56.1K - $61.9K
|
18.3K
$847K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.14K+ 0.21% |
$47.8K - $52.7K
|
546K
$25.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
1.12K+ 7.59% |
$46.9K - $51.8K
|
15.9K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
560New |
$23.5K - $25.9K
|
560
$26K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
527+ 9.71% |
$22.1K - $24.4K
|
5.96K
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
279+ 0.25% |
$11.7K - $12.9K
|
113K
$5.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
181+ 1.03% |
$7.58K - $8.36K
|
17.8K
$827K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
126+ 0.59% |
$5.28K - $5.82K
|
21.3K
$989K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
90+ 0.33% |
$3.77K - $4.16K
|
27.3K
$1.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
69New |
$2.89K - $3.19K
|
69
$3.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55New |
$2.3K - $2.54K
|
55
$2.55K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
46+ 0.33% |
$1.93K - $2.13K
|
13.9K
$644K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$1.26K - $1.39K
|
30
$1.39K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.2K+ 552.71% |
$3.66M - $3.88M
|
102K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
9.66K+ 5.9% |
$410K - $434K
|
173K
$8.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.04K+ 109.86% |
$342K - $362K
|
15.4K
$713K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
7.77K+ 6.32% |
$330K - $349K
|
131K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18KNew |
$220K - $233K
|
5.18K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5KNew |
$212K - $225K
|
5K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.7KNew |
$199K - $211K
|
4.7K
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.46K+ 4.85% |
$147K - $155K
|
74.7K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.41K+ 6.94% |
$59.7K - $63.2K
|
21.6K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33KNew |
$56.6K - $59.9K
|
1.33K
$61.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
824New |
$35K - $37K
|
824
$38.2K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
812+ 43.66% |
$34.5K - $36.5K
|
2.67K
$124K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
712+ 0.29% |
$30.2K - $32K
|
249K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
476New |
$20.2K - $21.4K
|
476
$22.1K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
63.2KNew |
$2.49M - $2.84M
|
63.2K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$633K - $724K
|
16.1K
$747K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.45K+ 9.75% |
$332K - $380K
|
95.1K
$4.41M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.97K+ 48.57% |
$195K - $223K
|
15.2K
$705K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.78KNew |
$69.9K - $79.9K
|
1.78K
$82.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
344+ 109.9% |
$13.5K - $15.5K
|
657
$30.5K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99New |
$3.89K - $4.45K
|
99
$4.59K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
30.6KNew |
$1.07M - $1.26M
|
30.6K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.33KNew |
$256K - $301K
|
7.33K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.4KNew |
$83.9K - $98.4K
|
2.4K
$111K
|
|