Latest Institutional Purchases of Usaa ETF Tr Msci Usa Value Mom (ULVM)
This list provides information on the latest institutional transactions involving Usaa ETF Tr Msci Usa Value Mom (ULVM) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
4.52K+ 181.75% |
$353K - $385K
|
7.01K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.24K+ 5.96% |
$96.8K - $106K
|
22.1K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
389+ 7.25% |
$30.4K - $33.2K
|
5.76K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
250New |
$19.5K - $21.3K
|
250
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
208New |
$16.2K - $17.7K
|
208
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75+ 9.4% |
$5.85K - $6.39K
|
873
$73.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.19KNew |
$334K - $366K
|
4.19K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$79.7 - $87.2
|
1
$84.5
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.51% |
$73.2 - $80.8
|
199
$16.8K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75New |
$5.37K - $5.68K
|
75
$6.34K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$67.5 - $76.1
|
1
$84.5
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6KNew |
$369K - $395K
|
6K
$507K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$61.6 - $65.9
|
1
$84.5
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$969K - $1.06M
|
16.1K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.1KNew |
$608K - $665K
|
10.1K
$854K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
279New |
$16.8K - $18.4K
|
279
$23.6K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
51New |
$2.94K - $3.38K
|
51
$4.31K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
210New |
$11.9K - $14K
|
210
$17.7K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
102New |
$5.95K - $7.18K
|
102
$8.62K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90New |
$5.25K - $6.34K
|
90
$7.61K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.75% |
$58.3 - $70.4
|
135
$11.4K
|
|
| Q2 2020 | |||||||
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
263New |
$9.5K - $12.8K
|
263
$22.2K
|
|