Latest Institutional Purchases of Listed Fds Tr Wahed Dow Jones (UMMA)
This list provides information on the latest institutional transactions involving Listed Fds Tr Wahed Dow Jones (UMMA) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
65.9K+ 58.91% |
$1.39M - $1.75M
|
178K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.6K+ 37.63% |
$372K - $469K
|
64.3K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 31.23% |
$363K - $458K
|
72.2K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$260K - $328K
|
12.3K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
8.03KNew |
$170K - $214K
|
8.03K
$211K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.74K+ 8.11% |
$100K - $126K
|
63.1K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4.5K+ 40881.82% |
$95K - $120K
|
4.51K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.04KNew |
$85.4K - $108K
|
4.04K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2.32KNew |
$49K - $61.8K
|
2.32K
$60.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
1.65K+ 6.73% |
$34.8K - $43.8K
|
26.1K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 22.73% |
$30.9K - $38.9K
|
7.9K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
967+ 6.86% |
$20.4K - $25.8K
|
15.1K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
909+ 81.09% |
$19.2K - $24.2K
|
2.03K
$53.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
417+ 4.72% |
$8.81K - $11.1K
|
9.26K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
310+ 0.65% |
$6.55K - $8.26K
|
48.3K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
186New |
$3.93K - $4.96K
|
186
$4.88K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
170+ 566.67% |
$3.59K - $4.53K
|
200
$5.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
165+ 1.62% |
$3.49K - $4.4K
|
10.4K
$272K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
139+ 1.54% |
$2.94K - $3.7K
|
9.19K
$241K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 7.21% |
$2.45K - $3.09K
|
1.72K
$45.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
63+ 8.85% |
$1.33K - $1.68K
|
775
$20.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$21.1 - $26.6
|
2
$52.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26K+ 246.55% |
$615K - $671K
|
36.6K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6KNew |
$368K - $402K
|
15.6K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.27K+ 31.6% |
$124K - $136K
|
21.9K
$575K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.17KNew |
$27.6K - $30.1K
|
1.17K
$30.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505New |
$11.9K - $13K
|
505
$13.2K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.6KNew |
$223K - $250K
|
9.6K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.46KNew |
$57K - $64.1K
|
2.46K
$64.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
355New |
$8.24K - $9.25K
|
355
$9.31K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.05K+ 27.7% |
$44.9K - $49.9K
|
9.45K
$248K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.84KNew |
$170K - $202K
|
8.84K
$232K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2KNew |
$41.8K - $45.3K
|
2K
$52.4K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8KNew |
$198K - $241K
|
11.8K
$310K
|
|