Latest Institutional Purchases of Davis Fundamental ETF Tr (DUSA)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DUSA) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
638K+ 21.64% |
$26.1M - $28.7M
|
3.58M
$161M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
278KNew |
$11.4M - $12.5M
|
278K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
162K+ 116.75% |
$6.62M - $7.29M
|
300K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.2K+ 34.05% |
$1.89M - $2.08M
|
182K
$8.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.4K+ 5.4% |
$1.77M - $1.95M
|
846K
$38M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
41.5K+ 18.65% |
$1.7M - $1.87M
|
264K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
28.1K+ 21.58% |
$1.15M - $1.27M
|
158K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.8KNew |
$975K - $1.07M
|
23.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3KNew |
$542K - $597K
|
13.3K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 44.15% |
$523K - $576K
|
41.7K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 5.19% |
$434K - $478K
|
215K
$9.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.08KNew |
$372K - $409K
|
9.08K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.6K+ 27.31% |
$311K - $342K
|
35.4K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.89KNew |
$282K - $310K
|
6.89K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.68KNew |
$273K - $301K
|
6.68K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.96K+ 4.7% |
$162K - $178K
|
88.2K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.73K+ 4.48% |
$153K - $168K
|
87K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.89K+ 6.69% |
$77.2K - $85K
|
30.1K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.28K+ 2.65% |
$52.4K - $57.7K
|
49.5K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.15K+ 6.23% |
$46.9K - $51.7K
|
19.5K
$877K
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
1.11K+ 0.03% |
$45.3K - $49.9K
|
3.39M
$152M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 18.91% |
$43.1K - $47.5K
|
6.62K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.04K+ 5.03% |
$42.4K - $46.7K
|
21.6K
$972K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
768New |
$31.4K - $34.6K
|
768
$34.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
401+ 1.1% |
$16.4K - $18.1K
|
37K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75+ 0.84% |
$3.07K - $3.38K
|
9K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
35+ 0.3% |
$1.43K - $1.58K
|
11.7K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 0.86% |
$982 - $1.08K
|
2.83K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.19% |
$532 - $586
|
6.97K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.12% |
$327 - $361
|
6.5K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.11% |
$286 - $315
|
6.23K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
7+ 4.29% |
$286 - $315
|
170
$7.63K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 0.97% |
$123 - $135
|
312
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.02% |
$40.9 - $45.1
|
5.31K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$728K - $810K
|
19.2K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.5KNew |
$589K - $655K
|
15.5K
$698K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7.98KNew |
$303K - $336K
|
7.98K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.94KNew |
$301K - $335K
|
7.94K
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.66K+ 19.39% |
$290K - $323K
|
47.2K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.24K+ 8.31% |
$199K - $221K
|
68.3K
$3.06M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
580New |
$22K - $24.4K
|
580
$26K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500New |
$19K - $21.1K
|
500
$22.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25New |
$948 - $1.05K
|
25
$1.12K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
342+ 4.94% |
$13.1K - $13.9K
|
7.26K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
89+ 0.72% |
$3.42K - $3.62K
|
12.4K
$557K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.6KNew |
$680K - $789K
|
19.6K
$878K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.35KNew |
$46.9K - $54.5K
|
1.35K
$60.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
995New |
$34.6K - $40.2K
|
995
$44.7K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
620New |
$21.6K - $25K
|
620
$27.8K
|
|