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Davis Select Financial ETF (DFNL) Institutional Ownership

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$33.76
+0.19 (+0.57%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Davis Select Financial ETF (BATS:DFNL)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$9.72M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.80M
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DFNL Institutional Buying and Selling by Quarter

Davis Select Financial ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024 Geneos Wealth Management Inc.9,472$316K0.0%-4.7%0.166%
5/1/2024 Janney Montgomery Scott LLC10,805$360K0.0%-6.1%0.190%
4/30/2024 J.W. Cole Advisors Inc.13,668$455K0.0%-15.7%0.240%
4/29/2024Commonwealth Equity Services LLC60,694$2.02M0.0%-7.0%1.065%
2/9/2024D.A. Davidson & CO.80,780$2.45M0.0%-6.1%1.335%
2/6/2024 Beacon Harbor Wealth Advisors Inc.318,633$9.64M2.8%N/A5.267%
1/24/2024 Stratos Wealth Partners LTD.51,512$1.56M0.0%-0.9%0.851%
1/23/2024 DAVENPORT & Co LLC9,805$297K0.0%-9.6%0.162%
1/16/2024 Raymond James & Associates10,144$307K0.0%-21.7%0.168%
1/11/2024 Diligent Investors LLC10,691$324K0.1%-7.4%0.177%
11/14/2023Sittner & Nelson LLC21,425$573K0.3%-9.6%0.354%
11/13/2023LPL Financial LLC220,323$5.90M0.0%-0.3%3.642%
11/9/2023UBS Group AG103,898$2.78M0.0%-6.6%1.717%
11/8/2023D.A. Davidson & CO.86,018$2.30M0.0%-1.0%1.422%
10/24/2023 J.W. Cole Advisors Inc.16,219$434K0.0%-5.3%0.268%
10/24/2023 Stratos Wealth Partners LTD.51,968$1.39M0.0%-0.8%0.859%
10/24/2023 Raymond James & Associates12,953$347K0.0%-52.6%0.214%
10/23/2023Commonwealth Equity Services LLC67,969$1.82M0.0%-12.9%1.123%
8/14/2023Sittner & Nelson LLC23,690$642K0.4%-4.8%0.392%
8/11/2023D.A. Davidson & CO.86,928$2.36M0.0%-1.9%1.437%
8/10/2023Commonwealth Equity Services LLC78,074$2.12M0.0%-1.3%1.290%
8/8/2023 Geneos Wealth Management Inc.9,934$269K0.0%-8.8%0.164%
8/8/2023Prospera Financial Services Inc17,988$488K0.0%-2.2%0.297%
7/31/2023LPL Financial LLC221,084$6.00M0.0%-0.5%3.654%
7/28/2023 Key Financial Inc2,705$73K0.0%-24.4%0.045%
7/25/2023 Raymond James & Associates27,351$742K0.0%+11.1%0.452%
7/18/2023 Stratos Wealth Partners LTD.52,381$1.42M0.0%-1.3%0.866%
5/10/2023LPL Financial LLC222,123$5.77M0.0%+6.4%3.498%
5/9/2023Atlas Wealth LLC39,889$1.04M0.2%-1.7%0.628%
5/9/2023Sittner & Nelson LLC24,890$646K0.4%-4.9%0.392%
5/8/2023Davis Selected Advisers2,112,316$54.85M0.4%+1.5%33.265%
5/5/2023Andesa Financial Management Inc.70,066$975K0.5%+84.0%1.103%
5/3/2023 J.W. Cole Advisors Inc.16,824$437K0.0%-3.6%0.265%
4/28/2023 Janney Montgomery Scott LLC11,696$304K0.0%+15.8%0.184%
4/27/2023 Stratos Wealth Partners LTD.53,083$1.38M0.0%-2.4%0.836%
4/27/2023 DAVENPORT & Co LLC10,910$283K0.0%-9.5%0.172%
3/6/2023Rockefeller Capital Management L.P.8,158$220K0.0%-60.4%0.128%
2/14/2023Atlas Wealth LLC40,584$1.10M0.3%N/A0.000%
2/10/2023Davis Selected Advisers2,080,320$56.31M0.4%+1.8%0.000%
2/10/2023Ameritas Advisory Services LLC9,373$254K0.0%-39.5%0.000%
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2/8/2023 Raymond James & Associates24,987$676K0.0%N/A0.000%
2/8/2023UBS Group AG119,490$3.24M0.0%-9.7%0.000%
2/7/2023Commonwealth Equity Services LLC76,153$2.06M0.0%-5.7%0.000%
2/7/2023LPL Financial LLC208,707$5.65M0.0%+5.5%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC1,037$28K0.0%N/A0.000%
2/2/2023Sittner & Nelson LLC26,175$708K0.4%+6.7%0.000%
2/1/2023 Janney Montgomery Scott LLC10,102$273K0.0%+17.5%0.000%
1/31/2023 Geneos Wealth Management Inc.10,868$294K0.0%-3.1%0.000%
1/26/2023 Next Level Private LLC80,994$2.28M1.7%+1.9%0.000%
1/20/2023 Diligent Investors LLC12,171$329K0.1%-7.2%0.000%
(Data available from 1/1/2016 forward)

DFNL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFNL shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Davis Select Financial ETF. The most heavily invested institutionals were Davis Selected Advisers ($54.85M), Beacon Harbor Wealth Advisors Inc. ($9.64M), LPL Financial LLC ($5.90M), UBS Group AG ($2.78M), D.A. Davidson & CO. ($2.45M), Next Level Private LLC ($2.28M), and Commonwealth Equity Services LLC ($2.02M).Learn more on DFNL's institutional investors.

Which institutional investors have been buying Davis Select Financial ETF stock?

Of the 10 institutional investors that purchased Davis Select Financial ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Harbor Wealth Advisors Inc. ($318.63K), Davis Selected Advisers ($68.36K), Atlas Wealth LLC ($40.58K), Andesa Financial Management Inc. ($31.99K), Raymond James & Associates ($27.72K), LPL Financial LLC ($24.35K), and Janney Montgomery Scott LLC ($3.10K).

How much institutional buying is happening at Davis Select Financial ETF?

Institutional investors have bought a total of 518,941 shares in the last 24 months. This purchase volume represents approximately $14.98M in transactions.

Which Davis Select Financial ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold Davis Select Financial ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($20.32K), UBS Group AG ($20.21K), Raymond James & Associates ($17.21K), Rockefeller Capital Management L.P. ($12.43K), D.A. Davidson & CO. ($7.79K), Ameritas Advisory Services LLC ($6.12K), and Sittner & Nelson LLC ($4.75K).

How much institutional selling is happening at Davis Select Financial ETF?

Institutional investors have sold a total of 106,027 shares in the last 24 months. This volume of shares sold represents approximately $2.94M in transactions.


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This page (BATS:DFNL) was last updated on 5/11/2024 by MarketBeat.com Staff

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