Purchases and Sales Made in Q4 2022 in Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL) during Q4 2022. The information is specifically focused on institutions that hold shares of EA SER TR ALPHA ARCHITECT U S .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
137KNew |
$4.4M - $4.95M
|
137K
$5.79M
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
103KNew |
$3.3M - $3.71M
|
103K
$4.34M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
78.4K+ 150.57% |
$2.52M - $2.83M
|
130K
$5.51M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.1K+ 338.14% |
$2.28M - $2.57M
|
92.1K
$3.89M
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
30.3KNew |
$973K - $1.09M
|
30.3K
$1.28M
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
18.2K+ 4.74% |
$583K - $656K
|
401K
$17M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 44.29% |
$547K - $615K
|
55.5K
$2.34M
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
13.8K+ 1.28% |
$444K - $499K
|
1.09M
$46.1M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11K+ 187.3% |
$354K - $399K
|
16.9K
$715K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.6KNew |
$244K - $275K
|
7.6K
$321K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
7.44K+ 78.44% |
$239K - $269K
|
16.9K
$715K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.93K+ 59.49% |
$190K - $214K
|
15.9K
$671K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.11KNew |
$164K - $184K
|
5.11K
$216K
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.95K+ 4.04% |
$94.7K - $107K
|
76K
$3.21M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1535.0% |
$49.3K - $55.5K
|
1.64K
$69.1K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
566+ 29.48% |
$18.2K - $20.4K
|
2.49K
$105K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
470+ 3.06% |
$15.1K - $17K
|
15.8K
$669K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
432New |
$13.9K - $15.6K
|
432
$18.3K
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
232+ 1.78% |
$7.45K - $8.38K
|
13.3K
$560K
|
|
Feb 14, 2023
Q4 2022
|
Menlo Advisors LLC
|
BUY
|
- |
102+ 0.04% |
$3.28K - $3.69K
|
246K
$10.4M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$3.21K - $3.61K
|
100
$4.23K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40New |
$1.28K - $1.45K
|
40
$1.69K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32- 2.22% |
$1.03K - $1.16K
|
1.41K
$59.5K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-105- 17.16% |
$3.37K - $3.79K
|
507
$21.4K
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-276- 0.24% |
$8.87K - $9.97K
|
117K
$4.93M
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-397- 2.04% |
$12.8K - $14.3K
|
19.1K
$805K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-635Closed |
$20.4K - $22.9K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-907- 3.8% |
$29.1K - $32.8K
|
23K
$971K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.09K- 0.68% |
$35.1K - $39.5K
|
161K
$6.79M
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 1.39% |
$36.3K - $40.8K
|
80K
$3.38M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.8K- 2.29% |
$122K - $137K
|
162K
$6.84M
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-6.66K- 0.72% |
$214K - $241K
|
917K
$38.7M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-12.5K- 10.59% |
$403K - $453K
|
106K
$4.48M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.5K- 34.29% |
$756K - $850K
|
45.1K
$1.91M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.5K- 26.95% |
$1.01M - $1.14M
|
85.4K
$3.61M
|