Latest Institutional Purchases of Davis Fundamental ETF Tr (DINT)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DINT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.7K+ 249.86% |
$620K - $794K
|
45.9K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.6K+ 8.77% |
$182K - $233K
|
119K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.8KNew |
$166K - $213K
|
8.8K
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.16K+ 4.56% |
$97.6K - $125K
|
118K
$2.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
565+ 2.08% |
$10.7K - $13.7K
|
27.7K
$669K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44+ 0.22% |
$832 - $1.07K
|
20.1K
$486K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26.3KNew |
$495K - $577K
|
26.3K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
20.9K+ 50.3% |
$392K - $458K
|
62.3K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.2KNew |
$210K - $246K
|
11.2K
$270K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.54K+ 1.68% |
$161K - $187K
|
516K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.02K+ 4.15% |
$94.4K - $110K
|
126K
$3.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
2.49K+ 5.11% |
$46.8K - $54.7K
|
51.2K
$1.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
124+ 28.51% |
$2.33K - $2.72K
|
559
$13.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
18+ 0.05% |
$338 - $395
|
36.3K
$877K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
8New |
$150 - $176
|
8
$193
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103K+ 487.75% |
$1.76M - $2M
|
124K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 42.92% |
$189K - $215K
|
37K
$894K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
8.09KNew |
$138K - $156K
|
8.09K
$195K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$189K - $210K
|
11.2K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.33KNew |
$22.4K - $24.9K
|
1.33K
$32.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45New |
$757 - $842
|
45
$1.09K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2KNew |
$181K - $207K
|
10.2K
$247K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
500New |
$8.61K - $10.1K
|
500
$12.1K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.3KNew |
$310K - $402K
|
22.3K
$539K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.72K+ 8.41% |
$37.8K - $49.1K
|
35.1K
$848K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2KNew |
$30.2K - $36.7K
|
2K
$48.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.79KNew |
$27K - $32.8K
|
1.79K
$43.2K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.1KNew |
$496K - $633K
|
31.1K
$752K
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
680New |
$12.9K - $14.4K
|
680
$16.4K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.01K - $2.34K
|
100
$2.42K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$525K
|
|