Free Trial

LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

→ weirdest stock market marches on (From DTI) (Ad)
Free DYLD Stock Alerts
$22.53
-0.02 (-0.09%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

Institutional Ownership Changes (13F Filings) for LeaderShares Dynamic Yield ETF (NYSEARCA:DYLD)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$7.86M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$11.19M
Get DYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling LeaderShares Dynamic Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DYLD Institutional Buying and Selling by Quarter

LeaderShares Dynamic Yield ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Coppell Advisory Solutions Corp.22,092$498K0.1%N/A0.680%
5/16/2024 Redwood Investment Management LLC723,311$16.31M1.6%-30.0%22.256%
5/6/2024 Envestnet Portfolio Solutions Inc.124,846$2.82M0.0%-5.7%3.841%
4/30/2024 Private Advisor Group LLC123,706$2.79M0.0%+1.8%3.806%
2/14/2024 Redwood Investment Management LLC1,033,972$23.41M2.1%-1.2%21.541%
2/9/2024 Gladstone Institutional Advisory LLC40,716$923K0.1%-18.9%0.848%
2/7/2024 Envestnet Portfolio Solutions Inc.132,345$3M0.0%-5.1%2.757%
2/6/2024 Private Advisor Group LLC121,521$2.76M0.0%+2.4%2.532%
2/2/2024 Atria Wealth Solutions Inc.127,474$2.89M0.0%-5.1%2.656%
11/16/2023Harbour Investments Inc.12,625$275K0.0%-27.4%0.263%
11/13/2023 Mariner LLC55,129$1.20M0.0%-3.4%1.149%
11/13/2023 LPL Financial LLC851,074$18.54M0.0%+24.8%17.731%
11/13/2023 Envestnet Portfolio Solutions Inc.139,426$3.04M0.0%N/A2.905%
11/8/2023 Atria Wealth Solutions Inc.134,305$2.93M0.0%-8.6%2.798%
11/8/2023 Avantax Advisory Services Inc.125,548$2.74M0.0%-25.5%2.616%
11/3/2023 Private Advisor Group LLC118,678$2.59M0.0%-16.9%2.472%
10/23/2023Commonwealth Equity Services LLC21,902$477K0.0%+2.5%0.456%
8/17/2023Coppell Advisory Solutions LLC35,155$785K0.2%+18.7%0.732%
8/14/2023 Perennial Investment Advisors LLC184,572$4.14M0.7%-1.4%3.845%
8/14/2023 Bleakley Financial Group LLC55,396$1.24M0.0%-13.3%1.154%
8/10/2023 Private Advisor Group LLC142,767$3.20M0.0%+6.6%2.974%
8/10/2023 Cetera Investment Advisers37,382$837K0.0%+3.3%0.779%
8/8/2023 Claro Advisors LLC11,948$268K0.1%-14.9%0.249%
8/4/2023 Envestnet Asset Management Inc.745,590$16.70M0.0%-1.2%15.864%
8/3/2023 Atria Wealth Solutions Inc.146,909$3.29M0.0%+3.5%3.126%
7/31/2023 LPL Financial LLC682,114$15.28M0.0%-2.0%14.513%
7/26/2023Simplicity Solutions LLC55,396$1.24M0.0%-13.3%1.179%
7/14/2023 Financial Designs Corp560,620$12.56M9.2%-2.4%11.928%
7/11/2023 Good Life Advisors LLC30,232$677K0.1%+9.0%0.643%
5/12/2023 Perennial Investment Advisors LLC187,285$4.22M0.8%N/A4.162%
5/11/2023 Envestnet Asset Management Inc.754,560$17.01M0.0%-0.7%16.768%
5/10/2023 Private Advisor Group LLC133,969$3.02M0.0%N/A2.977%
5/10/2023 LPL Financial LLC696,251$15.69M0.0%+44.6%15.472%
5/8/2023 Global Retirement Partners LLC7,639$172K0.0%+32.7%0.170%
4/28/2023 Avantax Advisory Services Inc.186,487$4.20M0.1%-15.7%4.144%
4/27/2023 Financial Designs Corp574,224$12.94M9.7%-2.5%12.761%
4/27/2023Simplicity Solutions LLC63,907$1.44M0.0%N/A1.420%
4/17/2023 Claro Advisors LLC14,046$317K0.1%N/A0.312%
2/17/2023 Coppell Advisory Solutions Corp.29,127$643K0.2%N/A0.647%
2/13/2023Ford Financial Group LLC184,485$4.07M1.6%+3.3%4.100%
Elon to Transform U.S. Economy? (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
2/13/2023 Atria Wealth Solutions Inc.141,906$3.13M0.0%+11.9%3.153%
2/10/2023 Good Life Advisors LLC28,029$619K0.1%N/A0.623%
2/7/2023 Bleakley Financial Group LLC69,372$1.53M0.1%N/A1.542%
2/7/2023 LPL Financial LLC481,381$10.63M0.0%+49.8%10.697%
2/7/2023 Envestnet Asset Management Inc.759,814$16.77M0.0%+2.6%16.885%
2/1/2023 Gladstone Institutional Advisory LLC44,338$979K0.1%-1.1%0.985%
1/18/2023 Private Advisor Group LLC116,728$2.58M0.0%+39.6%2.594%
11/14/2022 Redwood Investment Management LLC843,450$18.31M3.8%-0.9%20.082%
11/10/2022 Envestnet Asset Management Inc.740,496$16.08M0.0%+5.3%17.631%
11/10/2022Strategic Wealth Advisors Group LLC50,605$1.10M0.0%N/A1.205%
11/2/2022 Avantax Advisory Services Inc.249,833$5.42M0.1%+0.7%5.948%
10/20/2022 Gladstone Institutional Advisory LLC44,812$973K0.1%+17.2%1.093%
10/14/2022 Private Advisor Group LLC83,623$1.82M0.0%-37.8%2.040%
8/15/2022 Atria Wealth Solutions Inc.90,159$2.03M0.0%+229.7%2.254%
8/3/2022 Envestnet Asset Management Inc.703,194$15.84M0.0%+1.0%17.580%
8/2/2022 Avantax Advisory Services Inc.247,979$5.59M0.1%-0.5%6.199%
7/13/2022 Private Advisor Group LLC134,484$3.03M0.0%N/A3.362%
7/11/2022 Cooper Financial Group59,270$1.34M0.5%N/A1.482%
5/4/2022 Gladstone Institutional Advisory LLC26,001$608K0.0%N/A0.667%
5/4/2022 Envestnet Asset Management Inc.696,289$16.28M0.0%+4.5%17.854%
4/27/2022 Avantax Advisory Services Inc.249,331$5.82M0.1%+21.4%6.393%
2/4/2022 Envestnet Asset Management Inc.666,280$16.75M0.0%+11.6%20.821%
2/3/2022 Advisor Group Holdings Inc.2,305$58K0.0%+466.3%0.072%
1/24/2022 Avantax Advisory Services Inc.205,344$5.16M0.1%-2.1%6.519%
11/9/2021 Principal Financial Group Inc.12,445$312K0.0%N/A0.437%
10/21/2021 Avantax Advisory Services Inc.209,848$5.25M0.1%N/A7.631%
8/17/2021 Redwood Investment Management LLC834,458$20.97M3.4%N/A36.281%
(Data available from 1/1/2016 forward)

DYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DYLD shares?

During the previous two years, 24 institutional investors and hedge funds held shares of LeaderShares Dynamic Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($18.54M), Envestnet Asset Management Inc. ($16.70M), Redwood Investment Management LLC ($16.31M), Financial Designs Corp ($12.56M), Perennial Investment Advisors LLC ($4.14M), Ford Financial Group LLC ($4.07M), and Atria Wealth Solutions Inc. ($2.89M).Learn more on DYLD's institutional investors.

Which institutional investors have been buying LeaderShares Dynamic Yield ETF stock?

Of the 20 institutional investors that purchased LeaderShares Dynamic Yield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($543.86K), Private Advisor Group LLC ($315.38K), Perennial Investment Advisors LLC ($187.29K), Envestnet Portfolio Solutions Inc. ($139.43K), Atria Wealth Solutions Inc. ($82.88K), Bleakley Financial Group LLC ($69.37K), and Simplicity Solutions LLC ($63.91K).

How much institutional buying is happening at LeaderShares Dynamic Yield ETF?

Institutional investors have bought a total of 1,694,749 shares in the last 24 months. This purchase volume represents approximately $37.71M in transactions.

Which LeaderShares Dynamic Yield ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold LeaderShares Dynamic Yield ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Redwood Investment Management LLC ($330.73K), Avantax Advisory Services Inc. ($79.19K), Private Advisor Group LLC ($74.95K), Financial Designs Corp ($28.54K), Atria Wealth Solutions Inc. ($19.44K), Envestnet Portfolio Solutions Inc. ($14.58K), and Envestnet Asset Management Inc. ($14.22K).

How much institutional selling is happening at LeaderShares Dynamic Yield ETF?

Institutional investors have sold a total of 614,322 shares in the last 24 months. This volume of shares sold represents approximately $13.73M in transactions.


Related Companies:
This page (NYSEARCA:DYLD) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Dems have chosen Biden replacement?
Paradigm Press
Man who spotted Apple at $1.49 says: “Buy These 6 AI Stocks.”
InvestorPlace
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Forget Bitcoin: This $8 Stock Is the Next Big Thing
Behind the Markets
Buy this small stock before coming AI Tidal Wave
Chaikin Analytics
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
How Biden has already won 2024
Porter & Company
Urgent Nvidia Warning
Altimetry