Latest Institutional Transactions on Global X Fds Dow 30 Covered Ca (DJIA)
This table provides information on the latest institutional transactions involving Global X Fds Dow 30 Covered Ca (DJIA) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
588New |
$12.5K - $13.1K
|
588
$13.9K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.6K+ 38.02% |
$76.6K - $81.3K
|
13.1K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 8.51% |
$85.2 - $90.4
|
51
$1.2K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-348K- 60.67% |
$7.42M - $7.88M
|
226K
$5.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350New |
$7.46K - $7.91K
|
350
$8.25K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 2.8% |
$63.9 - $67.8
|
110
$2.59K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.99KNew |
$40.8K - $45.7K
|
1.99K
$46.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
804New |
$16.5K - $18.5K
|
804
$19K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
35New |
$718 - $804
|
35
$825
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5KNew |
$102K - $117K
|
5K
$118K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
80New |
$1.62K - $1.88K
|
80
$1.89K
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$60.9K - $70.4K
|
3K
$70.7K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17.8KNew |
$362K - $418K
|
17.8K
$420K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.05KNew |
$46K - $52.4K
|
2.05K
$48.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
40KNew |
$898K - $1.02M
|
40K
$943K
|
|