Latest Institutional Transactions on Usaa ETF Tr Msci Usa Value Mom (ULVM)
This table provides information on the latest institutional transactions involving Usaa ETF Tr Msci Usa Value Mom (ULVM) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.8KNew |
$3.28M - $3.62M
|
44.8K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.51% |
$73.2 - $80.8
|
199
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83+ 11.61% |
$6.08K - $6.71K
|
798
$63.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32New |
$2.34K - $2.59K
|
32
$2.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-300- 6.37% |
$22K - $24.3K
|
4.41K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.17KNew |
$306K - $337K
|
4.17K
$334K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75New |
$5.37K - $5.68K
|
75
$6K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$67.5 - $76.1
|
1
$80.1
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-245K- 12.62% |
$16.6M - $18.7M
|
1.7M
$136M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.96% |
$2.36K - $2.74K
|
4.11K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.09K- 3.27% |
$418K - $486K
|
210K
$16.8M
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6KNew |
$369K - $395K
|
6K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
245New |
$15.1K - $16.1K
|
245
$19.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$61.6 - $65.9
|
1
$80.1
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$969K - $1.06M
|
16.1K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.1KNew |
$608K - $665K
|
10.1K
$809K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.6K- 73.2% |
$1.06M - $1.16M
|
6.46K
$517K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
279New |
$16.8K - $18.4K
|
279
$22.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-789- 16.36% |
$45.4K - $52.4K
|
4.04K
$323K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
51New |
$2.94K - $3.38K
|
51
$4.08K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
210New |
$11.9K - $14K
|
210
$16.8K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90New |
$5.25K - $6.34K
|
90
$7.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.75% |
$58.3 - $70.4
|
135
$10.8K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
102New |
$5.95K - $7.18K
|
102
$8.17K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.54KClosed |
$231K - $253K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.19KClosed |
$208K - $228K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.72MClosed |
$106M - $115M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-41Closed |
$2.23K - $2.54K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36KClosed |
$73.8K - $84.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-274Closed |
$12.3K - $13.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-90Closed |
$3.25K - $4.39K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
263New |
$9.5K - $12.8K
|
263
$21.1K
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-153Closed |
$7.54K - $8.25K
|
0
$0
|
|