Latest Institutional Purchases of First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Cboe Ve (DMAY) 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 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
160KNew |
$5.98M - $6.39M
|
160K
$6.37M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.9KNew |
$445K - $476K
|
11.9K
$474K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.74K+ 26.28% |
$140K - $150K
|
18K
$717K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.37K+ 2.49% |
$51.4K - $54.9K
|
56.5K
$2.25M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.26K+ 3.42% |
$47.3K - $50.5K
|
38.2K
$1.52M
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
622K+ 4143.51% |
$23.1M - $23.9M
|
637K
$25.4M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
269K+ 1513.11% |
$10M - $10.4M
|
287K
$11.4M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
168K+ 171.99% |
$6.27M - $6.49M
|
266K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115KNew |
$4.3M - $4.45M
|
115K
$4.6M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84.7K+ 62.37% |
$3.15M - $3.26M
|
221K
$8.79M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50K+ 93.24% |
$1.86M - $1.92M
|
104K
$4.13M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
21.4K+ 79.94% |
$795K - $823K
|
48.1K
$1.92M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
20.2KNew |
$753K - $780K
|
20.2K
$807K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$601K - $622K
|
16.2K
$644K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1KNew |
$599K - $620K
|
16.1K
$642K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9KNew |
$516K - $534K
|
13.9K
$553K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13K+ 338.96% |
$483K - $500K
|
16.8K
$671K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$479K - $496K
|
12.9K
$513K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.56KNew |
$356K - $368K
|
9.56K
$381K
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
9.21KNew |
$343K - $355K
|
9.21K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.15KNew |
$341K - $353K
|
9.15K
$365K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.07KNew |
$337K - $349K
|
9.07K
$362K
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
8.74KNew |
$325K - $337K
|
8.74K
$348K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11KNew |
$264K - $274K
|
7.11K
$283K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.65KNew |
$247K - $256K
|
6.65K
$265K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.18K+ 10.21% |
$230K - $238K
|
66.7K
$2.66M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$220K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.52KNew |
$205K - $213K
|
5.52K
$220K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.21KNew |
$194K - $201K
|
5.21K
$208K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.9K+ 69.9% |
$182K - $189K
|
11.9K
$475K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.75KNew |
$177K - $183K
|
4.75K
$190K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.65KNew |
$173K - $179K
|
4.65K
$185K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.44K+ 46.71% |
$165K - $171K
|
13.9K
$556K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.18K+ 33.63% |
$155K - $161K
|
16.6K
$662K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$127K - $132K
|
3.43K
$137K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.37K+ 3.39% |
$88.2K - $91.3K
|
72.2K
$2.88M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.82K+ 51.43% |
$67.8K - $70.1K
|
5.36K
$214K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.04KNew |
$38.6K - $39.9K
|
1.04K
$41.4K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 757.14% |
$21.7K - $22.5K
|
660
$26.3K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
400New |
$14.9K - $15.4K
|
400
$16K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$14K - $14.4K
|
375
$15K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
368New |
$13.7K - $14.2K
|
368
$14.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.4KNew |
$2.02M - $2.1M
|
56.4K
$2.25M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47K+ 226.89% |
$1.69M - $1.75M
|
67.8K
$2.7M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.8KNew |
$1.03M - $1.07M
|
28.8K
$1.15M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
19.7KNew |
$707K - $735K
|
19.7K
$786K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 38.79% |
$48.2K - $50.1K
|
4.81K
$192K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
652New |
$23.4K - $24.3K
|
652
$26K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
339New |
$12.2K - $12.6K
|
339
$13.5K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
153+ 2.73% |
$5.49K - $5.7K
|
5.76K
$230K
|