Latest Institutional Purchases of Listed Fds Tr Wahed Dow Jones (UMMA)
This list provides information on the latest institutional transactions involving Listed Fds Tr Wahed Dow Jones (UMMA) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
65.1KNew |
$1.67M - $1.82M
|
65.1K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.9KNew |
$1.36M - $1.48M
|
52.9K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.7KNew |
$1.2M - $1.3M
|
46.7K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.5K+ 266.37% |
$1.17M - $1.27M
|
62.5K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38.3K+ 21.53% |
$981K - $1.07M
|
216K
$6.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.6KNew |
$734K - $799K
|
28.6K
$814K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6KNew |
$323K - $351K
|
12.6K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.74K+ 13.59% |
$224K - $244K
|
73.1K
$2.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.49K+ 7.11% |
$115K - $125K
|
67.6K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.98K+ 97.59% |
$50.8K - $55.3K
|
4.01K
$114K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.77K+ 88700.0% |
$45.5K - $49.5K
|
1.78K
$50.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 10.73% |
$41.5K - $45.1K
|
16.7K
$474K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2KNew |
$30.7K - $33.4K
|
1.2K
$34.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.04K+ 22.98% |
$26.6K - $28.9K
|
5.54K
$158K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
919New |
$23.6K - $25.6K
|
919
$26.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
832+ 416.0% |
$21.3K - $23.2K
|
1.03K
$29.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
274+ 2.64% |
$7.03K - $7.64K
|
10.6K
$303K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
212+ 2.29% |
$5.44K - $5.91K
|
9.47K
$269K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
175+ 0.67% |
$4.49K - $4.88K
|
26.3K
$747K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
123+ 5.3% |
$3.15K - $3.43K
|
2.44K
$69.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
108+ 6.26% |
$2.77K - $3.01K
|
1.83K
$52.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
26+ 0.32% |
$667 - $725
|
8.06K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 2.97% |
$590 - $641
|
798
$22.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.86% |
$256 - $279
|
1.18K
$33.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$25.6 - $27.9
|
9.19K
$261K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$260K - $328K
|
12.3K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.04KNew |
$85.4K - $108K
|
4.04K
$115K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 22.73% |
$30.9K - $38.9K
|
7.9K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
310+ 0.65% |
$6.55K - $8.26K
|
48.3K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
186New |
$3.93K - $4.96K
|
186
$5.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505New |
$11.9K - $13K
|
505
$14.4K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.46KNew |
$57K - $64.1K
|
2.46K
$69.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
355New |
$8.24K - $9.25K
|
355
$10.1K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.05K+ 27.7% |
$44.9K - $49.9K
|
9.45K
$269K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.84KNew |
$170K - $202K
|
8.84K
$251K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2KNew |
$41.8K - $45.3K
|
2K
$56.8K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8KNew |
$198K - $241K
|
11.8K
$336K
|
|