Latest Institutional Transactions on Direxion Daily Semiconductor B (SOXL)
This table provides information on the latest institutional transactions involving Direxion Daily Semiconductor B (SOXL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5KNew |
$128K - $277K
|
5K
$132K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.33KNew |
$136K - $295K
|
5.33K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16.2K- 30.46% |
$415K - $897K
|
37K
$974K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.89KNew |
$176K - $381K
|
6.89K
$181K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
901New |
$23K - $49.8K
|
901
$23.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-675- 5.82% |
$17.3K - $37.3K
|
10.9K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
1KNew |
$25.6K - $55.3K
|
1K
$26.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
306KNew |
$7.83M - $16.9M
|
306K
$8.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-8.29K- 8.76% |
$212K - $459K
|
86.4K
$2.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-55.9K- 35.14% |
$1.43M - $3.09M
|
103K
$2.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.2KNew |
$133K - $287K
|
5.2K
$137K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13New |
$189 - $421
|
13
$342
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30.2KNew |
$439K - $977K
|
30.2K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52+ 0.19% |
$756 - $1.68K
|
26.8K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-14.6K- 55.95% |
$213K - $474K
|
11.5K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
9.64KNew |
$140K - $312K
|
9.64K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2KNew |
$17.5K - $38.9K
|
1.2K
$31.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.26KNew |
$135K - $300K
|
9.26K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-45.9K- 48.47% |
$667K - $1.49M
|
48.8K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
10.4KNew |
$151K - $335K
|
10.4K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.99KNew |
$131K - $291K
|
8.99K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.2K- 36.84% |
$163K - $364K
|
19.3K
$508K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
570New |
$8.28K - $18.4K
|
570
$15K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.5KNew |
$181K - $299K
|
10.5K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
37.6KNew |
$649K - $1.07M
|
37.6K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
12New |
$207 - $342
|
12
$316
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35New |
$603 - $999
|
35
$921
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25New |
$431 - $713
|
25
$658
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
131KNew |
$2.26M - $3.74M
|
131K
$3.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-19.7K- 17.24% |
$339K - $561K
|
94.4K
$2.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.41KNew |
$58.8K - $97.3K
|
3.41K
$89.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10KNew |
$172K - $285K
|
10K
$263K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
10.4KNew |
$179K - $296K
|
10.4K
$273K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.95KClosed |
$25.7K - $51.8K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.9KNew |
$144K - $291K
|
10.9K
$287K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.8KNew |
$116K - $234K
|
8.8K
$232K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
13New |
$172 - $346
|
13
$342
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
13New |
$172 - $346
|
13
$342
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.79K- 12.01% |
$23.6K - $47.7K
|
13.1K
$345K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
396New |
$3.71K - $7.25K
|
396
$10.4K
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-692K- 94.54% |
$6.48M - $12.7M
|
40K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60New |
$562 - $1.1K
|
60
$1.58K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.8KNew |
$363K - $710K
|
38.8K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.5KNew |
$32.8K - $64.1K
|
3.5K
$92.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60.4KNew |
$566K - $1.11M
|
60.4K
$1.59M
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
19New |
$132 - $264
|
19
$500
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.12K+ 81220.0% |
$56.3K - $113K
|
8.13K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.5KNew |
$45K - $90.2K
|
6.5K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
CALL |
100New |
$693 - $1.39K
|
100
$2.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.2KNew |
$70.4K - $141K
|
10.2K
$267K
|
|