Latest Institutional Transactions on Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information on the latest institutional transactions involving Direxion Nasdaq 100 Equal Weig (QQQE) 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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-22Closed |
$975 - $1.33K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
208+ 2.12% |
$9.22K - $12.5K
|
10K
$925K
|
|
Aug 14, 2020
Q2 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.54KNew |
$157K - $213K
|
3.54K
$326K
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-9.93KClosed |
$440K - $598K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-7.84KClosed |
$348K - $472K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$1.08M - $1.47M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Element Wealth, LLC
|
BUY
|
- |
3.97KNew |
$176K - $239K
|
3.97K
$366K
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16.4KClosed |
$727K - $988K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-59Closed |
$2.62K - $3.55K
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.74KClosed |
$277K - $401K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-375Closed |
$15.4K - $22.3K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.3KClosed |
$136K - $196K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-56Closed |
$2.3K - $3.33K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
663New |
$27.3K - $39.4K
|
663
$61.1K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-367Closed |
$17.7K - $20.3K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-125Closed |
$5.94K - $6.48K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$580K - $632K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-38.1KClosed |
$1.81M - $1.98M
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.22KClosed |
$55.4K - $61.7K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.4KClosed |
$652K - $727K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Strategic Advisors LLC
|
SELL
|
- |
-28.2KClosed |
$1.28M - $1.43M
|
0
$0
|
|
Q1 2019 | |||||||
May 09, 2019
Q1 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.71KClosed |
$67.7K - $82.6K
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.47KClosed |
$336K - $410K
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
57New |
$2.26K - $2.76K
|
57
$5.25K
|
|
Q4 2018 | |||||||
Feb 08, 2019
Q4 2018
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11.8KClosed |
$451K - $558K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.72KClosed |
$142K - $176K
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.27KClosed |
$316K - $391K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.81KClosed |
$108K - $133K
|
0
$0
|
|
Q3 2018 | |||||||
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-699Closed |
$31.5K - $33.5K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-31.6KClosed |
$1.42M - $1.51M
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-164Closed |
$7.38K - $7.86K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-21KClosed |
$900K - $986K
|
0
$0
|
|
Q1 2018 | |||||||
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
- |
25New |
$1.05K - $1.18K
|
25
$2.3K
|
|
Apr 19, 2018
Q1 2018
|
Asset Dedication, LLC
|
BUY
|
- |
73New |
$3.08K - $3.44K
|
73
$6.73K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
$81.6 - $82.8
|
2
$184
|
|
Q1 2010 | |||||||
May 01, 2023
Q1 2010
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
53.8KNew |
N/A
|
53.8K
$4.96M
|