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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
276New |
$9.6K - $11.1K
|
276
$12.4K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
36.3KNew |
$1.1M - $1.32M
|
36.3K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$400K - $482K
|
13.3K
$595K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
725New |
$21.9K - $26.4K
|
725
$32.5K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
83.2K+ 119.7% |
$2.26M - $2.6M
|
153K
$6.85M
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$37.8K - $45.2K
|
1.5K
$67.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
488+ 2.29% |
$12.3K - $14.7K
|
21.8K
$977K
|
|
| Q1 2020 | |||||||
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
583New |
$10.1K - $15.9K
|
583
$26.2K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.4KNew |
$305K - $338K
|
13.4K
$602K
|
|