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Morgan Dempsey Large Cap Value ETF (MDLV) Institutional Ownership

$27.33 +0.09 (+0.33%)
As of 08/8/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Morgan Dempsey Large Cap Value ETF (NYSEARCA:MDLV)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$8.63M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$111.89K
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MDLV Institutional Buying and Selling by Quarter

Morgan Dempsey Large Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Envestnet Asset Management Inc.444,528$11.99M0.0%+10.3%45.828%
7/29/2025 Morgan Dempsey Capital Management LLC19,247$519K0.2%-10.5%1.984%
5/5/2025Private Advisor Group LLC12,428$337K0.0%+3.2%1.480%
4/29/2025 Envestnet Asset Management Inc.403,049$10.94M0.0%+17.9%47.982%
2/14/2025Beacon Pointe Advisors LLC189,575$4.90M0.1%+27.3%47.394%
2/13/2025 Envestnet Asset Management Inc.341,875$8.83M0.0%+51.7%85.469%
2/5/2025 Morgan Dempsey Capital Management LLC162,402$4.19M1.7%+73.8%40.601%
2/3/2025Private Advisor Group LLC12,043$311K0.0%-14.1%3.011%
8/8/2024 Envestnet Asset Management Inc.199,511$4.96M0.0%+5.1%49.878%
8/6/2024 Morgan Dempsey Capital Management LLC70,616$1.76M0.6%-11.3%17.654%
2/8/2024Beacon Pointe Advisors LLC38,498$928K0.0%+21.9%0.000%
1/24/2024 Morgan Dempsey Capital Management LLC119,894$2.89M0.9%+42.9%0.000%
1/9/2024 MCIA Inc342,300$8.35M2.8%+13.8%0.000%
11/13/2023 MCIA Inc300,816$6.80M2.5%-40.9%0.000%
10/20/2023 Morgan Dempsey Capital Management LLC83,902$1.93M0.6%-85.6%0.000%
7/26/2023 MCIA Inc509,403$12.42M4.7%N/A0.000%
7/26/2023 Morgan Dempsey Capital Management LLC580,911$13.88M4.0%N/A0.000%
(Data available from 1/1/2016 forward)

MDLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDLV shares?

During the previous two years, the following institutional investors and hedge funds held shares of Morgan Dempsey Large Cap Value ETF shares: Envestnet Asset Management Inc. ($11.99M), MCIA Inc ($8.35M), Beacon Pointe Advisors LLC ($4.90M), and Morgan Dempsey Capital Management LLC ($519K), Private Advisor Group LLC ($337K).Learn more on Morgan Dempsey Large Cap Value ETF's institutional investors.

Which institutional investors have been buying Morgan Dempsey Large Cap Value ETF's stock?

The following institutional investors have purchased Morgan Dempsey Large Cap Value ETF's stock in the last 24 months: Envestnet Asset Management Inc. ($228.79K), Morgan Dempsey Capital Management LLC ($104.96K), Beacon Pointe Advisors LLC ($47.61K), MCIA Inc ($41.48K), and Private Advisor Group LLC ($385.00).

How much institutional buying is happening at Morgan Dempsey Large Cap Value ETF?

Institutional investors have bought a total of 329,207 shares in the last 24 months. This purchase volume represents approximately $8.63M in transactions.

Which of Morgan Dempsey Large Cap Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold Morgan Dempsey Large Cap Value ETF stock in the last 24 months: Morgan Dempsey Capital Management LLC ($2.25K), and Private Advisor Group LLC ($1.98K).

How much institutional selling is happening at Morgan Dempsey Large Cap Value ETF?

Institutional investors have sold a total of 4,233 shares in the last 24 months. This volume of shares sold represents approximately $111.89K in transactions.



This page (NYSEARCA:MDLV) was last updated on 8/11/2025 by MarketBeat.com Staff
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