Latest Institutional Transactions on Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Industrial Average ETF Trust (DIA) 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 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
65KNew |
$24.2M - $25.9M
|
65K
$28.9M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- 0.96% |
$2.61K - $2.78K
|
720
$320K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
65+ 0.91% |
$24.2K - $25.9K
|
7.22K
$3.21M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.3K+ 48.78% |
$486K - $519K
|
3.98K
$1.77M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.03K- 4.43% |
$1.13M - $1.21M
|
65.5K
$29.1M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-46.1K- 10.9% |
$17.2M - $18.3M
|
377K
$168M
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-200- 26.74% |
$74.5K - $79.6K
|
548
$244K
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.05% |
$373 - $398
|
2.19K
$974K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-170- 4.34% |
$63.4K - $67.6K
|
3.75K
$1.67M
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
79.2KNew |
$29.5M - $31.5M
|
79.2K
$35.2M
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
997New |
$372K - $397K
|
997
$443K
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
650New |
$242K - $259K
|
650
$289K
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-42- 7.46% |
$15.7K - $16.7K
|
521
$232K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.16K+ 18.44% |
$434K - $463K
|
7.48K
$3.33M
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
5.74KNew |
$2.14M - $2.28M
|
5.74K
$2.55M
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
387New |
$144K - $154K
|
387
$172K
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
28.2KNew |
$10.5M - $11.2M
|
28.2K
$12.5M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 5.56% |
$4.85K - $5.17K
|
221
$98.3K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.87K+ 159.25% |
$696K - $743K
|
3.04K
$1.35M
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
200+ 20.0% |
$74.5K - $79.6K
|
1.2K
$534K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
148+ 14.44% |
$55.2K - $58.9K
|
1.17K
$522K
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-300- 18.16% |
$112K - $119K
|
1.35K
$601K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-226- 29.01% |
$84.2K - $89.9K
|
553
$246K
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.57K- 1.86% |
$586K - $625K
|
82.8K
$36.8M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-34- 2.48% |
$12.7K - $13.5K
|
1.34K
$594K
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
500New |
$186K - $199K
|
500
$222K
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.09KNew |
$407K - $434K
|
1.09K
$486K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.16KNew |
$2.67M - $2.85M
|
7.16K
$3.19M
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
207+ 16.73% |
$77.2K - $82.3K
|
1.44K
$642K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-129- 12.4% |
$48.1K - $51.3K
|
911
$405K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.21K+ 101.2% |
$1.57M - $1.68M
|
8.37K
$3.72M
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
7.98KNew |
$2.97M - $3.17M
|
7.98K
$3.55M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.11KNew |
$788K - $841K
|
2.11K
$940K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
200+ 21.44% |
$74.5K - $79.6K
|
1.13K
$504K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.59KNew |
$966K - $1.03M
|
2.59K
$1.15M
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.02KNew |
$380K - $406K
|
1.02K
$454K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.38KNew |
$512K - $547K
|
1.38K
$612K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
36+ 36.73% |
$13.4K - $14.3K
|
134
$59.6K
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-667- 50.53% |
$249K - $265K
|
653
$290K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82New |
$30.6K - $32.6K
|
82
$36.5K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
148New |
$55.2K - $58.9K
|
148
$65.8K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
519New |
$193K - $206K
|
519
$231K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10- 1.49% |
$3.73K - $3.98K
|
663
$295K
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4+ 0.48% |
$1.49K - $1.59K
|
841
$374K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-88- 6.84% |
$32.8K - $35K
|
1.2K
$533K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-858- 14.91% |
$320K - $341K
|
4.9K
$2.18M
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-576- 93.66% |
$215K - $229K
|
39
$17.3K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
260New |
$96.9K - $103K
|
260
$116K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
688New |
$256K - $274K
|
688
$306K
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-130- 9.15% |
$48.5K - $51.7K
|
1.29K
$574K
|