Purchases and Sales Made in Q2 2023 in Dream Finders Homes, Inc. (DFH)
This table provides information about the institutional ownership of Dream Finders Homes, Inc. (DFH) during Q2 2023. The information is specifically focused on institutions that hold shares of Dream Finders Homes, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.3KNew |
$42.3K - $85K
|
3.3K
$80.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.06K+ 0.99% |
$39.2K - $78.8K
|
311K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.73K+ 17.01% |
$35K - $70.4K
|
18.8K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.54K+ 15.56% |
$32.6K - $65.5K
|
18.9K
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.51KNew |
$32.1K - $64.5K
|
2.51K
$61.3K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.55K+ 15.33% |
$19.8K - $39.9K
|
11.7K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.46KNew |
$18.7K - $37.6K
|
1.46K
$35.7K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.33K+ 2.38% |
$17.1K - $34.4K
|
57.4K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
885+ 48.39% |
$11.3K - $22.8K
|
2.71K
$66.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
442+ 1.25% |
$5.66K - $11.4K
|
35.8K
$875K
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
431+ 4.6% |
$5.52K - $11.1K
|
9.8K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
429+ 27.29% |
$5.49K - $11K
|
2K
$49K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200+ 84.39% |
$2.56K - $5.15K
|
437
$10.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
130New |
$1.66K - $3.35K
|
130
$3.18K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
71New |
$909 - $1.83K
|
71
$1.74K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60+ 1.89% |
$768 - $1.55K
|
3.24K
$79.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
56+ 0.07% |
$717 - $1.44K
|
79.4K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
21New |
$269 - $541
|
21
$514
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16New |
$205 - $412
|
16
$392
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12New |
$154 - $309
|
12
$294
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17- 0.08% |
$218 - $438
|
20.3K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-17- 0.08% |
$218 - $438
|
20.3K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-54- 0.36% |
$691 - $1.39K
|
14.8K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-120- 72.29% |
$1.54K - $3.09K
|
46
$1.13K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-149- 5.1% |
$1.91K - $3.84K
|
2.78K
$67.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-252- 1.3% |
$3.23K - $6.49K
|
19.1K
$467K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-317- 2.47% |
$4.06K - $8.16K
|
12.5K
$306K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-995- 6.97% |
$12.7K - $25.6K
|
13.3K
$325K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.28K- 1.63% |
$16.4K - $33K
|
77.4K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.5K- 0.25% |
$19.2K - $38.7K
|
602K
$14.7M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.69K- 7.41% |
$21.6K - $43.4K
|
21.1K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.14K- 23.44% |
$40.2K - $80.9K
|
10.3K
$251K
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-4.49K- 2.83% |
$57.5K - $116K
|
154K
$3.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.63K- 53.44% |
$72.1K - $145K
|
4.91K
$120K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.03K- 0.1% |
$77.2K - $155K
|
6.03M
$148M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.21K- 2.95% |
$79.5K - $160K
|
204K
$5M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-9.5K- 8.15% |
$122K - $245K
|
107K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-11.3K- 4.69% |
$144K - $290K
|
229K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.4K- 42.88% |
$415K - $836K
|
43.2K
$1.06M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.4K- 42.88% |
$415K - $836K
|
43.2K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-32.9K- 1.15% |
$421K - $846K
|
2.83M
$69.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-49.8K- 39.9% |
$638K - $1.28M
|
75.1K
$1.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-61.1K- 85.05% |
$782K - $1.57M
|
10.7K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-109K- 37.76% |
$1.39M - $2.81M
|
180K
$4.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-374K- 45.73% |
$4.78M - $9.62M
|
443K
$10.8M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-469K- 96.88% |
$6M - $12.1M
|
15.1K
$369K
|